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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

352 hedge funds and large institutions have $2.62B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 142 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+32
Holders Change %
+10%
% of All Funds
4.69%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
63
Increased
142
Reduced
104
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.02B
2
Morgan Stanley
2
Morgan Stanley
New York
$210M
3
LPL Financial
3
LPL Financial
California
$88.8M
4
OPAM
4
Ocean Park Asset Management
California
$13.7M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$9.48M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$376K
2
Truist Financial
2
Truist Financial
North Carolina
$3.29M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$89.7K -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 +$552K +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 -$178K -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 +$975K +21,079 +38%
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3
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