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First Trust Senior Loan Fund ETF

353 hedge funds and large institutions have $2.63B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

77% more capital invested

Capital invested by funds: $1.48B → $2.63B (+$1.14B)

38% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 104

10% more funds holding

Funds holding: 321353 (+32)

4.88% more ownership

Funds ownership: 67.46%72.34% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
353
Holders Change
+32
Holders Change %
+9.97%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
63
Increased
143
Reduced
104
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
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
WWMSC
106
Wagner Wealth Management (South Carolina)
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 -$45.3K -981 -2%
BRWA
109
B. Riley Wealth Advisors
Florida
$2.35M +$341K +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 -$424K -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 -$89K -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%

FTSL Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2024, worth a combined $2.63B — up 77% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FTSL positions and 25 closed out — a net gain of 38 holders — while 143 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was International Assets Investment Management, cutting an estimated $15.3M.

  • 353 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $2.63B of First Trust Senior Loan Fund ETF stock for Q4 2024, up 77% quarter-over-quarter.
  • 63 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2024 and 25 closed out, a net change of +38 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2024 was Morgan Stanley, an estimated $29M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2024 was International Assets Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.