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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 %
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$2.09M 45,294 +35,230 +350%
AWM
102
Apollon Wealth Management
South Carolina
$2.08M 44,999 -12,540 -22%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$2.02M 43,648 +8,553 +24%
IFS
104
Ifrah Financial Services
Arkansas
$2M 43,275 +1,021 +2%
EE
105
EWG Elevate
California
$1.93M 41,810 +2,142 +5%
MMHP
106
Murphy Middleton Hinkle & Parker
Georgia
$1.92M 41,496 -3,017 -7%
CFGS
107
Concourse Financial Group Securities
Alabama
$1.78M 38,566 +2,635 +7%
PWA
108
PCG Wealth Advisors
Kansas
$1.74M 37,570 +3,960 +12%
OC
109
Oppenheimer & Co
New York
$1.73M 37,511 -116 -0.3%
PAS
110
Park Avenue Securities
New York
$1.73M 37,375 +7,067 +23%
WA
111
Waverly Advisors
Alabama
$1.69M 36,475 +36,475 New
CPA
112
Clear Point Advisors
New York
$1.65M 35,720 +485 +1%
MSAM
113
Moloney Securities Asset Management
Missouri
$1.61M 34,901 +1,578 +5%
MA
114
Mutual Advisors
Nebraska
$1.6M 34,604 -9,783 -22%
EWM
115
Endowment Wealth Management
Wisconsin
$1.58M 34,229 +1,443 +4%
SOS
116
Silver Oak Securities
Tennessee
$1.53M 33,145 -3,891 -11%
BCA
117
Bay Colony Advisors
Massachusetts
$1.52M 32,988 +349 +1%
HIC
118
Hartline Investment Corp
Illinois
$1.52M 32,988 +32,988 New
IGWM
119
ICA Group Wealth Management
Colorado
$1.51M 32,690 -4,847 -13%
WA
120
WESPAC Advisors
California
$1.5M 32,497 +469 +1%
SCA
121
Snowden Capital Advisors
New York
$1.48M 32,042 +8,668 +37%
CIAS
122
Capital Investment Advisory Services
North Carolina
$1.48M 32,003 +3,522 +12%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$1.46M 31,624 -6,676 -17%
EP
124
Eudaimonia Partners
Tennessee
$1.45M 31,439 +31,439 New
IRC
125
Investors Research Corp
Georgia
$1.45M 31,349 -705 -2%
3 4
5
6 7