FTSL icon

First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

323 hedge funds and large institutions have $1.82B invested in First Trust Senior Loan Fund ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 129 reducing their positions, and 17 closing their positions.

Holders
323
Holders Change
+26
Holders Change %
+8.75%
% of All Funds
4.74%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
45
Increased
115
Reduced
129
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$327M
2
Jane Street
2
Jane Street
New York
$64.5M
3
Bank of America
3
Bank of America
North Carolina
$156M
4
LPL Financial
4
LPL Financial
California
$106M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$23M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$97.8M
2
Wells Fargo
2
Wells Fargo
California
$55.6M
3
OPAM
3
Ocean Park Asset Management
California
$0
4
SAM
4
Synergy Asset Management
Washington
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Asset Allocation Strategies
Michigan
$4.92M -$376K -8,160 -7%
SPIA
52
Steward Partners Investment Advisory
New York
$4.8M +$199K +4,309 +4%
PAG
53
Private Advisor Group
New Jersey
$4.62M +$41.6K +902 +0.9%
MHB
54
Midwest Heritage Bank
Iowa
$4.5M -$102K -2,209 -2%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$4.35M -$51.4K -1,116 -1%
Mariner
56
Mariner
Kansas
$4.17M +$1.31M +28,477 +46%
MML Investors Services
57
MML Investors Services
Massachusetts
$4.17M +$439K +9,520 +12%
AIM
58
Aspen Investment Management
Michigan
$4.05M -$348K -7,556 -8%
CCA
59
Cottonwood Capital Advisors
Utah
$3.98M +$294K +6,375 +8%
CCM
60
Colorado Capital Management
Colorado
$3.85M -$552K -11,984 -13%
JWCA
61
J.W. Cole Advisors
Florida
$3.82M -$11.7K -254 -0.3%
USCWA
62
U.S. Capital Wealth Advisors
Texas
$3.81M +$948K +20,585 +33%
AWM
63
Adams Wealth Management
Utah
$3.8M +$794K +17,236 +26%
CA
64
Cetera Advisors
Colorado
$3.73M -$1.2M -25,943 -24%
GIA
65
Gladstone Institutional Advisory
Florida
$3.72M +$959K +20,826 +35%
HI
66
Harbour Investments
Wisconsin
$3.72M -$2.32M -50,340 -38%
Ameriprise
67
Ameriprise
Minnesota
$3.58M +$28K +607 +0.8%
GWM
68
Geneos Wealth Management
Colorado
$3.57M -$1.28M -27,803 -26%
IAN
69
Integrated Advisors Network
Texas
$3.55M -$850K -18,444 -19%
SAG
70
SageView Advisory Group
California
$3.53M -$19.6K -428 -0.6%
AAS
71
Avantax Advisory Services
Texas
$3.48M +$1.23M +26,692 +55%
Comerica Bank
72
Comerica Bank
Texas
$3.3M +$234K +5,080 +8%
IF
73
Integrity Financial
Wyoming
$3.26M -$81.6K -1,772 -2%
TNBTD
74
Trustmark National Bank Trust Department
Mississippi
$3.22M +$3.22M +70,000 New
NFG
75
Nations Financial Group
Iowa
$3.17M +$122K +2,654 +4%
1 2
3
4 5