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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 %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$3.52M +$161K +3,492 +5%
CCM
77
Colorado Capital Management
Colorado
$3.5M -$12.9K -278 -0.4%
AA
78
Armis Advisers
Georgia
$3.48M +$3.48M +75,360 New
JWCA
79
J.W. Cole Advisors
Florida
$3.42M +$38.3K +828 +1%
BCP
80
Blackhawk Capital Partners
Wisconsin
$3.37M +$166K +3,594 +5%
HighTower Advisors
81
HighTower Advisors
Illinois
$3.32M -$589K -12,728 -15%
Truist Financial
82
Truist Financial
North Carolina
$3.29M -$14.5M -312,657 -81%
MWM
83
McNaughton Wealth Management
California
$3.25M +$52K +1,124 +2%
FTS
84
Fifth Third Securities
Ohio
$3.25M +$3.25M +70,333 New
SAG
85
SageView Advisory Group
California
$3.07M -$88K -1,904 -3%
IAN
86
Integrated Advisors Network
Texas
$2.96M -$161K -3,490 -5%
OIM
87
Oder Investment Management
California
$2.94M +$155K +3,343 +6%
CAS
88
Coppell Advisory Solutions
Texas
$2.92M -$152K -3,282 -5%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$2.91M +$1.77M +38,357 +156%
GIA
90
Gladstone Institutional Advisory
Florida
$2.81M +$151K +3,274 +6%
PP
91
Prudential plc
United Kingdom
$2.8M +$185K +4,000 +7%
TPWA
92
Twin Peaks Wealth Advisors
California
$2.8M +$34K +735 +1%
FA
93
Flagstar Advisors
New York
$2.75M +$80.5K +1,741 +3%
PAG
94
Private Advisory Group
Washington
$2.71M +$188K +4,069 +7%
FAIM
95
Financial Advocates Investment Management
Washington
$2.7M +$2.21M +47,890 +461%
HA
96
Huntleigh Advisors
Missouri
$2.66M +$2.66M +57,547 New
CCG
97
Coastwise Capital Group
California
$2.64M +$656K +14,194 +33%
PAS
98
Park Avenue Securities
New York
$2.59M +$668K +14,446 +35%
DFA
99
DHK Financial Advisors
New Hampshire
$2.56M +$46.3K +1,002 +2%
KWM
100
Kingsview Wealth Management
Oregon
$2.54M -$14.9K -322 -0.6%
2 3
4
5 6