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First Trust Senior Loan Fund ETF

353 hedge funds and large institutions have $2.63B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

77% more capital invested

Capital invested by funds: $1.48B → $2.63B (+$1.14B)

38% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 104

10% more funds holding

Funds holding: 321353 (+32)

4.88% more ownership

Funds ownership: 67.46%72.34% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
353
Holders Change
+32
Holders Change %
+9.97%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
63
Increased
143
Reduced
104
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$5.47M +$235K +5,086 +4%
DC
52
Davenport & Co
Virginia
$5.44M +$1.18M +25,616 +28%
HAC
53
Harbor Advisory Corp
New Hampshire
$5.37M +$5.08M +109,885 +1,744%
FF
54
Fairway Financial
Florida
$5.27M +$5.27M +114,051 New
AAMC
55
Asset Allocation & Management Company
Illinois
$4.91M -$291K -6,300 -6%
IAA
56
Independent Advisor Alliance
North Carolina
$4.77M +$4.77M +103,245 New
EWA
57
Exencial Wealth Advisors
Oklahoma
$4.7M -$51.1K -1,105 -1%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$4.66M +$23.6K +511 +0.5%
TA
59
TrueWealth Advisors
Alabama
$4.66M +$385K +8,332 +9%
HIS
60
Harvest Investment Services
Illinois
$4.54M +$215K +4,645 +5%
OIA
61
OneDigital Investment Advisors
Kansas
$4.38M +$2.03M +43,912 +86%
NFG
62
Nations Financial Group
Iowa
$4.27M +$181K +3,922 +4%
KA
63
Kovack Advisors
Florida
$4M +$1.1M +23,858 +38%
PAG
64
Private Advisor Group
New Jersey
$3.95M +$996K +21,541 +34%
SA
65
Sanctuary Advisors
Indiana
$3.94M -$89.6K -1,939 -2%
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$3.93M
Baird Financial Group
67
Baird Financial Group
Wisconsin
$3.9M -$885K -19,145 -19%
IF
68
Integrity Financial
Wyoming
$3.88M -$24.5K -530 -0.6%
AIM
69
Aspen Investment Management
Michigan
$3.78M +$555K +12,005 +17%
APW
70
Aurora Private Wealth
New Jersey
$3.69M +$551K +11,929 +18%
DADC
71
D.A. Davidson & Co
Montana
$3.68M +$1.07M +23,186 +41%
KAS
72
Kestra Advisory Services
Texas
$3.66M -$175K -3,790 -5%
AAS
73
Avantax Advisory Services
Texas
$3.66M -$177K -3,840 -5%
TLP
74
Trinity Legacy Partners
Texas
$3.64M -$33.8K -732 -0.9%
USCWA
75
U.S. Capital Wealth Advisors
Texas
$3.56M +$974K +21,079 +38%

FTSL Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2024, worth a combined $2.63B — up 77% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FTSL positions and 25 closed out — a net gain of 38 holders — while 143 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was International Assets Investment Management, cutting an estimated $15.3M.

  • 353 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $2.63B of First Trust Senior Loan Fund ETF stock for Q4 2024, up 77% quarter-over-quarter.
  • 63 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2024 and 25 closed out, a net change of +38 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2024 was Morgan Stanley, an estimated $29M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2024 was International Assets Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.