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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

315 hedge funds and large institutions have $1.56B invested in First Trust Senior Loan Fund ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 136 reducing their positions, and 30 closing their positions.

Holders
315
Holders Change
-8
Holders Change %
-2.48%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
29
Increased
122
Reduced
136
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$22.1M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$43.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.9M
4
GAA
4
Global Assets Advisory
Florida
$10.3M
5
OCM
5
One Capital Management
California
$60.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$208M
2
Bank of America
2
Bank of America
North Carolina
$90.6M
3
Jane Street
3
Jane Street
New York
$7.52M
4
WWM
4
Wagner Wealth Management
South Carolina
$2.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$88.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$3.06M 66,314 -1,197 -2%
PJWM
77
Philip James Wealth Mangement
Georgia
$3.04M 65,808 +3,010 +5%
CIA
78
Concurrent Investment Advisors
Florida
$2.89M 62,528 +10,883 +21%
TPA
79
Trivium Point Advisory
Connecticut
$2.87M 62,154 -2,598 -4%
MWM
80
McNaughton Wealth Management
California
$2.85M 61,624 +2,872 +5%
AFA
81
American Financial Advisors
Georgia
$2.85M 61,597 -1,259 -2%
Comerica Bank
82
Comerica Bank
Texas
$2.82M 61,132 -10,573 -15%
WWM
83
Wagner Wealth Management
South Carolina
$2.76M 59,644 -1,044,229 -95%
OIM
84
Oder Investment Management
California
$2.69M 58,280 +1,234 +2%
PP
85
Prudential plc
United Kingdom
$2.66M 57,650 -8,550 -13%
FEG
86
Financial Enhancement Group
Indiana
$2.59M 56,100 -11,174 -17%
AWS
87
Atria Wealth Solutions
New York
$2.56M 55,385 +6,805 +14%
FHC
88
First Heartland Consultants
Missouri
$2.51M 54,220 +49 +0.1%
BRWA
89
B. Riley Wealth Advisors
Florida
$2.42M 52,973 +2,140 +4%
DFA
90
DHK Financial Advisors
New Hampshire
$2.42M 52,402 +1,244 +2%
OIA
91
OneDigital Investment Advisors
Kansas
$2.42M 52,399 +2,465 +5%
BCP
92
Blackhawk Capital Partners
Wisconsin
$2.41M 52,119 -865 -2%
HI
93
Harbour Investments
Wisconsin
$2.38M 51,578 -29,127 -36%
FA
94
Flagstar Advisors
New York
$2.35M 50,808 -11,130 -18%
KWM
95
Kingsview Wealth Management
Oregon
$2.33M 50,434 +1,417 +3%
TLP
96
Trinity Legacy Partners
Texas
$2.31M 49,917 -2,400 -5%
HIS
97
Harvest Investment Services
Illinois
$2.19M 47,409 +10,283 +28%
SI
98
Saxon Interests
Texas
$2.17M 47,042 -900 -2%
TPWA
99
Twin Peaks Wealth Advisors
California
$2.13M 46,014 -6,939 -13%
PPP
100
Private Portfolio Partners
New Jersey
$2.12M 45,779 +2,012 +5%
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4
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