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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

330 hedge funds and large institutions have $1.58B invested in First Trust Senior Loan Fund ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
4.8%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
48
Increased
148
Reduced
100
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$51.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$42M
3
Morgan Stanley
3
Morgan Stanley
New York
$213M
4
BCM
4
Brookstone Capital Management
Illinois
$7.64M
5
HTI
5
Hikari Tsushin Inc
Japan
$23.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$97.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.29M
3
GAA
3
Global Assets Advisory
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
51
Clear Creek Financial Management
Washington
$5.29M +$11.5K +251 +0.2%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$5.09M +$992K +21,704 +24%
AAS
53
Asset Allocation Strategies
Michigan
$4.89M -$149K -3,263 -3%
AWM
54
Adams Wealth Management
Utah
$4.81M +$332K +7,257 +7%
CI
55
CacheTech Inc
Utah
$4.81M +$4.81M +105,144 New
Jane Street
56
Jane Street
New York
$4.62M -$2.82M -61,690 -38%
Mariner
57
Mariner
Kansas
$4.58M -$28.1K -614 -0.6%
EWA
58
Exencial Wealth Advisors
Oklahoma
$4.52M +$3.44M +75,178 +318%
MML Investors Services
59
MML Investors Services
Massachusetts
$4.37M +$597K +13,052 +16%
AWS
60
Atria Wealth Solutions
New York
$4.3M +$1.77M +38,662 +70%
FF
61
Friedenthal Financial
New Jersey
$4.29M +$4.29M +93,894 New
SA
62
Sanctuary Advisors
Indiana
$4.26M +$4.26M +92,447 New
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$3.89M +$686K +15,000 +21%
IF
64
Integrity Financial
Wyoming
$3.84M +$271K +5,932 +8%
PVI
65
Pine Valley Investments
New Jersey
$3.81M +$3.18M +69,569 +504%
NFG
66
Nations Financial Group
Iowa
$3.79M +$422K +9,223 +13%
AAS
67
Avantax Advisory Services
Texas
$3.74M +$332K +7,261 +10%
DC
68
Davenport & Co
Virginia
$3.67M +$499K +10,925 +16%
TA
69
TrueWealth Advisors
Alabama
$3.57M -$199K -4,347 -5%
CCM
70
Colorado Capital Management
Colorado
$3.53M +$109K +2,387 +3%
IAN
71
Integrated Advisors Network
Texas
$3.52M -$37.6K -823 -1%
CAS
72
Coppell Advisory Solutions
Texas
$3.48M +$3.48M +76,045 New
APW
73
Aurora Private Wealth
New Jersey
$3.41M +$113K +2,470 +3%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$3.38M -$1.91M -41,841 -36%
JWCA
75
J.W. Cole Advisors
Florida
$3.33M -$169K -3,689 -5%
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3
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