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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

323 hedge funds and large institutions have $1.82B invested in First Trust Senior Loan Fund ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 129 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+26
Holders Change %
+8.75%
% of All Funds
4.74%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
45
Increased
115
Reduced
129
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$327M
2
Jane Street
2
Jane Street
New York
$64.5M
3
Bank of America
3
Bank of America
North Carolina
$156M
4
LPL Financial
4
LPL Financial
California
$106M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$23M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$97.8M
2
Wells Fargo
2
Wells Fargo
California
$55.6M
3
OPAM
3
Ocean Park Asset Management
California
$0
4
SAM
4
Synergy Asset Management
Washington
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$3.11M -$268K -5,820 -8%
FEG
77
Financial Enhancement Group
Indiana
$3.09M +$39.9K +868 +1%
PP
78
Prudential plc
United Kingdom
$3.05M -$92.1K -2,000 -3%
TPA
79
Trivium Point Advisory
Connecticut
$2.98M -$45.9K -996 -2%
APW
80
Aurora Private Wealth
New Jersey
$2.95M +$501K +10,867 +20%
AFA
81
American Financial Advisors
Georgia
$2.9M -$774K -16,804 -21%
PJWM
82
Philip James Wealth Mangement
Georgia
$2.89M +$2.89M +62,798 New
AWM
83
AE Wealth Management
Kansas
$2.87M +$480K +10,474 +20%
FA
84
Flagstar Advisors
New York
$2.85M +$2.23M +48,508 +361%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$2.84M +$124K +2,700 +5%
CCFM
86
Clear Creek Financial Management
Washington
$2.79M +$255K +5,536 +10%
DC
87
Davenport & Co
Virginia
$2.71M +$566K +12,296 +26%
MWM
88
McNaughton Wealth Management
California
$2.71M +$122K +2,646 +5%
AWM
89
Apollon Wealth Management
South Carolina
$2.65M +$338K +7,345 +15%
OIM
90
Oder Investment Management
California
$2.63M +$77K +1,671 +3%
KA
91
Kovack Advisors
Florida
$2.62M -$5.44K -118 -0.2%
FHC
92
First Heartland Consultants
Missouri
$2.5M -$83.4K -1,809 -3%
WWM
93
Western Wealth Management
Colorado
$2.48M +$197K +4,281 +9%
BCP
94
Blackhawk Capital Partners
Wisconsin
$2.44M +$4.84K +105 +0.2%
TPWA
95
Twin Peaks Wealth Advisors
California
$2.44M +$2.44M +52,953 New
TLP
96
Trinity Legacy Partners
Texas
$2.41M +$1.24M +26,832 +105%
CIA
97
Concurrent Investment Advisors
Florida
$2.38M +$2.38M +51,645 New
FT
98
Fiduciary Trust
Massachusetts
$2.37M +$2.37M +51,358 New
DFA
99
DHK Financial Advisors
New Hampshire
$2.36M +$45.4K +985 +2%
BRWA
100
B. Riley Wealth Advisors
Florida
$2.34M -$98.6K -2,140 -4%
2 3
4
5 6