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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.

New
Increased
Maintained
Reduced
Closed
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 %
TLP
101
Trinity Legacy Partners
Texas
$2.36M +$74.6K +1,631 +3%
SI
102
Saxon Interests
Texas
$2.27M +$118K +2,592 +6%
KWM
103
Kingsview Wealth Management
Oregon
$2.25M -$52.3K -1,144 -2%
AWM
104
Apollon Wealth Management
South Carolina
$2.23M +$170K +3,728 +8%
Envestnet Portfolio Solutions
105
Envestnet Portfolio Solutions
Illinois
$2.22M +$148K +3,237 +7%
MA
106
Mutual Advisors
Nebraska
$2.18M +$591K +12,864 +37%
HI
107
Harbour Investments
Wisconsin
$2.18M -$180K -3,933 -8%
PPP
108
Private Portfolio Partners
New Jersey
$2.07M -$19.8K -434 -0.9%
MSAM
109
Moloney Securities Asset Management
Missouri
$2.05M +$458K +10,030 +29%
IFS
110
Ifrah Financial Services
Arkansas
$2.05M +$74.8K +1,636 +4%
HIS
111
Harvest Investment Services
Illinois
$2M -$165K -3,608 -8%
EE
112
EWG Elevate
California
$1.98M +$72.1K +1,577 +4%
OC
113
Oppenheimer & Co
New York
$1.95M +$232K +5,079 +14%
MMHP
114
Murphy Middleton Hinkle & Parker
Georgia
$1.91M +$11.7K +255 +0.6%
KCFA
115
Key Client Fiduciary Advisors
New Jersey
$1.9M +$883K +19,309 +87%
FAIM
116
Financial Advocates Investment Management
Washington
$1.86M +$1.56M +34,037 +516%
SCA
117
Snowden Capital Advisors
New York
$1.83M +$370K +8,092 +25%
PAS
118
Park Avenue Securities
New York
$1.81M +$105K +2,302 +6%
EWM
119
Endowment Wealth Management
Wisconsin
$1.77M +$205K +4,489 +13%
OMC
120
Old Mission Capital
Illinois
$1.76M +$1.76M +38,588 New
PWA
121
PCG Wealth Advisors
Kansas
$1.72M +$3.79K +83 +0.2%
LCWP
122
Legacy Capital Wealth Partners
Arkansas
$1.71M +$1.71M +37,389 New
CPA
123
Clear Point Advisors
New York
$1.69M +$52.3K +1,145 +3%
CFGS
124
Concourse Financial Group Securities
Alabama
$1.68M -$87.8K -1,920 -5%
CA
125
CoreCap Advisors
Michigan
$1.68M +$1.59M +34,761 +1,845%
3 4
5
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