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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 %
OIA
101
OneDigital Investment Advisors
Kansas
$2.3M -$626K -13,589 -21%
KWM
102
Kingsview Wealth Management
Oregon
$2.26M -$736K -15,974 -25%
AWS
103
Atria Wealth Solutions
New York
$2.24M +$199K +4,321 +10%
SI
104
Saxon Interests
Texas
$2.21M +$2.21M +47,942 New
CAM
105
Creekmur Asset Management
Illinois
$2.08M +$2.08M +45,057 New
MMHP
106
Murphy Middleton Hinkle & Parker
Georgia
$2.05M -$62.2K -1,350 -3%
MA
107
Mutual Advisors
Nebraska
$2.04M -$1.22M -26,535 -37%
PPP
108
Private Portfolio Partners
New Jersey
$2.02M +$93.1K +2,020 +5%
PAG
109
Private Advisory Group
Washington
$1.99M -$219K -4,758 -10%
CWM
110
Capital Wealth Management
Rhode Island
$1.98M -$183K -3,978 -8%
LCWP
111
Legacy Capital Wealth Partners
Arkansas
$1.96M -$116K -2,519 -6%
IFS
112
Ifrah Financial Services
Arkansas
$1.95M -$55.4K -1,202 -3%
EE
113
EWG Elevate
California
$1.83M +$135K +2,923 +8%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$1.76M +$166K +3,600 +10%
OC
115
Oppenheimer & Co
New York
$1.73M -$76.5K -1,661 -4%
IGWM
116
ICA Group Wealth Management
Colorado
$1.73M -$178K -3,872 -9%
HIS
117
Harvest Investment Services
Illinois
$1.71M +$463K +10,041 +37%
SOS
118
Silver Oak Securities
Tennessee
$1.71M +$1.34M +29,038 +363%
SFG
119
StrategIQ Financial Group
Indiana
$1.71M +$160K +3,481 +10%
CFGS
120
Concourse Financial Group Securities
Alabama
$1.66M +$20.5K +445 +1%
MMA
121
Miracle Mile Advisors
California
$1.65M -$937K -20,331 -36%
CPA
122
Clear Point Advisors
New York
$1.62M +$1.62M +35,235 New
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$1.62M +$1.58M +34,233 +3,971%
SSA
124
Schonfeld Strategic Advisors
New York
$1.56M +$1.56M +33,843 New
PWA
125
PCG Wealth Advisors
Kansas
$1.55M +$86.3K +1,874 +6%
3 4
5
6 7