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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

330 hedge funds and large institutions have $1.58B invested in First Trust Senior Loan Fund ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 25 closing their positions.

Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
4.8%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
48
Increased
148
Reduced
100
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$51.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$42M
3
Morgan Stanley
3
Morgan Stanley
New York
$213M
4
BCM
4
Brookstone Capital Management
Illinois
$7.64M
5
HTI
5
Hikari Tsushin Inc
Japan
$23.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$97.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.29M
3
GAA
3
Global Assets Advisory
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$3.3M -$25.9K -566 -0.8%
SAG
77
SageView Advisory Group
California
$3.23M +$3.23M +70,755 New
AIM
78
Aspen Investment Management
Michigan
$3.22M -$192K -4,206 -6%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$3.18M +$153K +3,350 +5%
MWM
80
McNaughton Wealth Management
California
$3.04M +$226K +4,955 +8%
KA
81
Kovack Advisors
Florida
$3M -$50K -1,093 -2%
SFS
82
Sowell Financial Services
Arkansas
$2.86M -$936K -20,490 -25%
TPA
83
Trivium Point Advisory
Connecticut
$2.8M -$42K -918 -1%
OIM
84
Oder Investment Management
California
$2.74M +$74.2K +1,624 +3%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$2.6M +$601K +13,155 +30%
TPWA
86
Twin Peaks Wealth Advisors
California
$2.57M +$467K +10,224 +22%
PP
87
Prudential plc
United Kingdom
$2.57M -$66.3K -1,450 -3%
BRWA
88
B. Riley Wealth Advisors
Florida
$2.56M +$135K +2,963 +6%
GIA
89
Gladstone Institutional Advisory
Florida
$2.52M -$952K -20,821 -27%
MAM
90
Milestone Asset Management
Pennsylvania
$2.5M +$2.5M +54,662 New
FA
91
Flagstar Advisors
New York
$2.5M +$175K +3,820 +8%
WWM
92
Wagner Wealth Management
South Carolina
$2.48M -$243K -5,327 -9%
BCP
93
Blackhawk Capital Partners
Wisconsin
$2.48M +$99.6K +2,179 +4%
Comerica Bank
94
Comerica Bank
Texas
$2.48M -$313K -6,837 -11%
AFA
95
American Financial Advisors
Georgia
$2.46M -$352K -7,691 -12%
DFA
96
DHK Financial Advisors
New Hampshire
$2.44M +$45.9K +1,005 +2%
PAG
97
Private Advisory Group
Washington
$2.41M +$2.41M +52,750 New
OIA
98
OneDigital Investment Advisors
Kansas
$2.41M +$13.7K +300 +0.6%
VWA
99
Visionary Wealth Advisors
Illinois
$2.4M +$2.4M +52,594 New
FW
100
FullCircle Wealth
Texas
$2.38M +$2.38M +51,904 New
2 3
4
5 6