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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 %
SCA
101
Snowden Capital Advisors
New York
$2.53M +$88.4K +1,912 +4%
MHB
102
Midwest Heritage Bank
Iowa
$2.52M -$2.85M -61,589 -53%
MSAM
103
Moloney Securities Asset Management
Missouri
$2.47M +$279K +6,033 +13%
PBF
104
Petix & Botte Financial
California
$2.47M +$2.47M +53,338 New
BIM
105
Bullseye Investment Management
Ohio
$2.45M +$2.45M +52,967 New
WWM
106
Wagner Wealth Management
South Carolina
$2.44M -$219K -4,733 -8%
AAS
107
Asset Allocation Strategies
Michigan
$2.41M -$945K -20,440 -28%
SFS
108
Sowell Financial Services
Arkansas
$2.39M -$45.4K -981 -2%
BRWA
109
B. Riley Wealth Advisors
Florida
$2.35M +$342K +7,389 +17%
Comerica Bank
110
Comerica Bank
Texas
$2.34M +$38.6K +835 +2%
LIS
111
Legacy Investment Solutions
Idaho
$2.34M -$435K -9,410 -16%
LWMI
112
Legacy Wealth Management (Idaho)
Idaho
$2.34M -$435K -9,410 -16%
PPP
113
Private Portfolio Partners
New Jersey
$2.31M +$178K +3,849 +8%
FHC
114
First Heartland Consultants
Missouri
$2.31M -$69.2K -1,497 -3%
SFO
115
Stenger Family Office
Illinois
$2.3M +$2.3M +49,817 New
AssetMark Inc
116
AssetMark Inc
California
$2.3M +$2.22M +48,015 +2,756%
TPA
117
Trivium Point Advisory
Connecticut
$2.28M -$425K -9,184 -16%
IFS
118
Ifrah Financial Services
Arkansas
$2.22M +$112K +2,431 +5%
FFG
119
First Financial Group
North Carolina
$2.21M +$2.21M +47,844 New
HI
120
Harbour Investments
Wisconsin
$2.11M +$108K +2,341 +5%
PCG
121
Prosperity Consulting Group
Maryland
$1.97M -$89.1K -1,926 -4%
AWA
122
Arete Wealth Advisors
Illinois
$1.94M +$233K +5,046 +14%
PWA
123
PCG Wealth Advisors
Kansas
$1.93M +$106K +2,296 +6%
KCFA
124
Key Client Fiduciary Advisors
New Jersey
$1.93M -$21.3K -460 -1%
AWS
125
Atria Wealth Solutions
New York
$1.92M -$395K -8,546 -17%
3 4
5
6 7