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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

315 hedge funds and large institutions have $1.56B invested in First Trust Senior Loan Fund ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 136 reducing their positions, and 30 closing their positions.

Holders
315
Holders Change
-8
Holders Change %
-2.48%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
29
Increased
122
Reduced
136
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$22.1M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$43.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.9M
4
GAA
4
Global Assets Advisory
Florida
$10.3M
5
OCM
5
One Capital Management
California
$60.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$208M
2
Bank of America
2
Bank of America
North Carolina
$90.6M
3
Jane Street
3
Jane Street
New York
$7.52M
4
WWM
4
Wagner Wealth Management
South Carolina
$2.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$88.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CCFM
51
Clear Creek Financial Management
Washington
$5.33M 115,393 +54,934 +91%
AAS
52
Asset Allocation Strategies
Michigan
$5.1M 110,343 +3,523 +3%
HighTower Advisors
53
HighTower Advisors
Illinois
$4.78M 103,314 -3,880 -4%
Mariner
54
Mariner
Kansas
$4.66M 100,887 +10,286 +11%
CASC
55
Coppell Advisory Solutions Corp
Texas
$4.62M 100,006 +100,006 New
AWM
56
Adams Wealth Management
Utah
$4.52M 97,887 +15,418 +19%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$4.38M 94,807 +401 +0.4%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$4.15M 89,714 -29,056 -24%
SFS
59
Sowell Financial Services
Arkansas
$3.84M 83,025 -49,608 -37%
MML Investors Services
60
MML Investors Services
Massachusetts
$3.82M 82,642 -7,873 -9%
TA
61
TrueWealth Advisors
Alabama
$3.81M 82,496 +68,064 +472%
IF
62
Integrity Financial
Wyoming
$3.61M 78,109 +7,280 +10%
IAN
63
Integrated Advisors Network
Texas
$3.59M 77,794 +703 +0.9%
Ameriprise
64
Ameriprise
Minnesota
$3.56M 77,032 -622 -0.8%
JWCA
65
J.W. Cole Advisors
Florida
$3.53M 76,432 -6,507 -8%
GIA
66
Gladstone Institutional Advisory
Florida
$3.51M 76,052 -4,757 -6%
CCM
67
Colorado Capital Management
Colorado
$3.46M 74,898 -8,682 -10%
AIM
68
Aspen Investment Management
Michigan
$3.45M 74,730 -13,244 -15%
AAS
69
Avantax Advisory Services
Texas
$3.45M 74,558 -935 -1%
NFG
70
Nations Financial Group
Iowa
$3.4M 73,584 +4,694 +7%
PAG
71
Private Advisor Group
New Jersey
$3.36M 72,739 -27,545 -27%
APW
72
Aurora Private Wealth
New Jersey
$3.33M 72,166 +8,115 +13%
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$3.23M 70,000 – –
DC
74
Davenport & Co
Virginia
$3.21M 69,449 +10,695 +18%
KA
75
Kovack Advisors
Florida
$3.08M 66,760 +9,860 +17%
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