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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

320 hedge funds and large institutions have $1.48B invested in First Trust Senior Loan Fund ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-10
Holders Change %
-3.03%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
30
Increased
117
Reduced
136
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.78M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.81M
3
OMC
Old Mission Capital
Illinois
$7.9M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
$6.44M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$179M
2
LPL Financial
LPL Financial
California
$71.1M
3
OCM
One Capital Management
California
$45.7M
4
KAS
Kestra Advisory Services
Texas
$3.81M
5
CCIA
Cherry Creek Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
76
Blackhawk Capital Partners
Wisconsin
$3.18M +$683K +14,892 +27%
SAG
77
SageView Advisory Group
California
$3.13M -$116K -2,537 -4%
APW
78
Aurora Private Wealth
New Jersey
$3.12M -$310K -6,765 -9%
IAN
79
Integrated Advisors Network
Texas
$3.1M -$437K -9,515 -12%
WI
80
WBI Investments
New Jersey
$3.09M +$3.09M +67,328 New
CAS
81
Coppell Advisory Solutions
Texas
$3.05M -$444K -9,663 -13%
WWM
82
Western Wealth Management
Colorado
$2.98M +$2.15M +46,823 +258%
PAG
83
Private Advisor Group
New Jersey
$2.93M -$384K -8,359 -12%
KA
84
Kovack Advisors
Florida
$2.87M -$138K -3,017 -5%
LIS
85
Legacy Investment Solutions
Idaho
$2.79M +$2.79M +60,087 New
LWMI
86
Legacy Wealth Management (Idaho)
Idaho
$2.79M +$2.79M +60,087 New
OIM
87
Oder Investment Management
California
$2.75M +$12.9K +282 +0.5%
TPWA
88
Twin Peaks Wealth Advisors
California
$2.74M +$164K +3,566 +6%
TPA
89
Trivium Point Advisory
Connecticut
$2.71M -$127K -2,741 -4%
FA
90
Flagstar Advisors
New York
$2.65M +$142K +3,090 +6%
WWM
91
Wagner Wealth Management
South Carolina
$2.64M +$150K +3,259 +6%
GIA
92
Gladstone Institutional Advisory
Florida
$2.64M +$103K +2,237 +4%
PP
93
Prudential plc
United Kingdom
$2.6M +$16.1K +350 +0.6%
DADC
94
D.A. Davidson & Co
Montana
$2.59M +$1.19M +25,991 +85%
USCWA
95
U.S. Capital Wealth Advisors
Texas
$2.56M -$832K -18,120 -25%
KWM
96
Kingsview Wealth Management
Oregon
$2.54M +$277K +6,041 +12%
PAG
97
Private Advisory Group
Washington
$2.5M +$79.1K +1,723 +3%
DFA
98
DHK Financial Advisors
New Hampshire
$2.5M +$46.5K +1,013 +2%
VWA
99
Visionary Wealth Advisors
Illinois
$2.43M +$21.4K +467 +0.9%
SCA
100
Snowden Capital Advisors
New York
$2.43M +$583K +12,712 +32%
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4
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