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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

320 hedge funds and large institutions have $1.48B invested in First Trust Senior Loan Fund ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-10
Holders Change %
-3.03%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
30
Increased
117
Reduced
136
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.78M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.81M
3
OMC
Old Mission Capital
Illinois
$7.9M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
$6.44M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$179M
2
LPL Financial
LPL Financial
California
$71.1M
3
OCM
One Capital Management
California
$45.7M
4
KAS
Kestra Advisory Services
Texas
$3.81M
5
CCIA
Cherry Creek Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MHB
51
Midwest Heritage Bank
Iowa
$5.33M -$246K -5,361 -4%
SPIA
52
Steward Partners Investment Advisory
New York
$5.19M -$556K -12,109 -10%
AAMC
53
Asset Allocation & Management Company
Illinois
$5.16M +$4.38M +95,440 +561%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$4.74M -$368K -8,022 -7%
EWA
55
Exencial Wealth Advisors
Oklahoma
$4.72M +$183K +3,979 +4%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$4.6M -$1.31M -28,560 -22%
HIS
57
Harvest Investment Services
Illinois
$4.29M +$2.28M +49,739 +114%
TA
58
TrueWealth Advisors
Alabama
$4.24M +$653K +14,227 +18%
DC
59
Davenport & Co
Virginia
$4.22M +$530K +11,559 +14%
MML Investors Services
60
MML Investors Services
Massachusetts
$4.21M -$181K -3,954 -4%
NFG
61
Nations Financial Group
Iowa
$4.06M +$256K +5,572 +7%
SA
62
Sanctuary Advisors
Indiana
$4.03M -$244K -5,269 -6%
FEG
63
Financial Enhancement Group
Indiana
$3.98M +$2.76M +61,475 +226%
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$3.9M – – –
HighTower Advisors
65
HighTower Advisors
Illinois
$3.89M -$2.09M -45,505 -35%
IF
66
Integrity Financial
Wyoming
$3.88M +$23.3K +507 +0.6%
KAS
67
Kestra Advisory Services
Texas
$3.81M -$12.6M -274,411 -77%
AAS
68
Avantax Advisory Services
Texas
$3.81M +$51.2K +1,115 +1%
TLP
69
Trinity Legacy Partners
Texas
$3.67M +$1.29M +27,875 +54%
CCM
70
Colorado Capital Management
Colorado
$3.49M -$60.7K -1,322 -2%
JWCA
71
J.W. Cole Advisors
Florida
$3.36M +$22.8K +497 +0.7%
AAS
72
Asset Allocation Strategies
Michigan
$3.33M -$1.58M -34,420 -32%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$3.33M +$134K +2,927 +4%
AIM
74
Aspen Investment Management
Michigan
$3.2M -$36.3K -791 -1%
MWM
75
McNaughton Wealth Management
California
$3.18M +$121K +2,643 +4%
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