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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

352 hedge funds and large institutions have $2.62B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 142 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+32
Holders Change %
+10%
% of All Funds
4.69%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
63
Increased
142
Reduced
104
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.02B
2
Morgan Stanley
2
Morgan Stanley
New York
$210M
3
LPL Financial
3
LPL Financial
California
$88.8M
4
OPAM
4
Ocean Park Asset Management
California
$13.7M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$9.48M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$376K
2
Truist Financial
2
Truist Financial
North Carolina
$3.29M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$12.3M -$1.05M -22,627 -8%
FPW
27
Fairvoy Private Wealth
Alabama
$11.9M +$11.9M +257,116 New
TWP
28
Tower Wealth Partners
Pennsylvania
$11.5M +$666K +14,402 +6%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$9.98M +$1.1M +23,692 +12%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$9.56M +$3.32M +71,847 +53%
IWC
31
Integrated Wealth Concepts
Massachusetts
$9.48M +$8.81M +190,434 +1,301%
NA
32
NewEdge Advisors
Louisiana
$8.99M -$908K -19,636 -9%
RA
33
RFG Advisory
Alabama
$8.32M +$62K +1,341 +0.8%
PVI
34
Pine Valley Investments
New Jersey
$7.94M +$1.6M +34,548 +25%
NP
35
Nilsine Partners
Colorado
$7.62M +$642K +13,894 +9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.52M +$567K +12,261 +8%
AWM
37
Adams Wealth Management
Utah
$7.12M +$1.55M +33,589 +28%
CI
38
CacheTech Inc
Utah
$7.12M +$1.55M +33,589 +28%
CPIG
39
Chicago Partners Investment Group
Illinois
$7.04M -$510 -11 -0%
LHA
40
Little Harbor Advisors
Massachusetts
$6.99M +$368K +7,950 +6%
CIA
41
Concurrent Investment Advisors
Florida
$6.56M +$488K +10,559 +8%
MML Investors Services
42
MML Investors Services
Massachusetts
$6.47M +$2.22M +48,116 +52%
MHFA
43
Mission Hills Financial Advisory
California
$6.34M +$950K +20,540 +18%
RFWA
44
RPg Family Wealth Advisory
Massachusetts
$6.3M +$368K +7,967 +6%
LSPW
45
Lake Street Private Wealth
Illinois
$6.3M -$317K -6,845 -5%
BCM
46
Brookstone Capital Management
Illinois
$6.29M -$87K -1,882 -1%
EWM
47
Empirical Wealth Management
Washington
$6.21M -$240K -5,184 -4%
CCFM
48
Clear Creek Financial Management
Washington
$6.06M +$8.09K +175 +0.1%
RA
49
RiverTree Advisors
Florida
$5.9M -$37.8K -818 -0.6%
PFS
50
Prospera Financial Services
Texas
$5.76M +$79.5K +1,720 +1%
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