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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 Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$1.4M -$1.85K -40 -0.1%
DAS
127
Dynamic Advisor Solutions
Arizona
$1.4M -$130K -2,818 -8%
NW
128
NewEdge Wealth
Pennsylvania
$1.35M -$23.2K -503 -2%
AAS
129
Ameritas Advisory Services
Nebraska
$1.32M +$316K +6,857 +32%
AI
130
Atria Investments
North Carolina
$1.31M +$280K +6,054 +27%
MWM
131
Mattern Wealth Management
Kansas
$1.3M +$37.6K +814 +3%
IW
132
Imprint Wealth
South Carolina
$1.27M +$1.27M +27,524 New
DADC
133
D.A. Davidson & Co
Montana
$1.25M +$161K +3,480 +15%
CCG
134
Coastwise Capital Group
California
$1.24M +$108K +2,340 +10%
HCM
135
Hilton Capital Management
New York
$1.23M +$1.23M +26,720 New
QCIG
136
Quad-Cities Investment Group
Iowa
$1.2M -$153K -3,311 -11%
MLA
137
My Legacy Advisors
Oregon
$1.19M -$9.47K -205 -0.8%
RW
138
RVW Wealth
California
$1.13M -$182K -3,944 -14%
EWA
139
Exencial Wealth Advisors
Oklahoma
$1.09M -$9.33K -202 -0.8%
WIP
140
WealthCare Investment Partners
Rhode Island
$1.09M -$70.9K -1,535 -6%
KCFA
141
Key Client Fiduciary Advisors
New Jersey
$1.03M +$58.6K +1,268 +6%
RG
142
Retirement Group
California
$1M +$1.43K +31 +0.1%
GWM
143
Geneos Wealth Management
Colorado
$991K -$2.59M -56,088 -72%
BFG
144
Beacon Financial Group
Texas
$988K -$161K -3,494 -14%
CICC
145
Capital Investment Counsel (Colorado)
Colorado
$970K +$443K +9,590 +84%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$943K -$418K -9,043 -31%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$913K +$861K +18,637 +1,677%
CF
148
Clarity Financial
Texas
$906K – – –
LSA
149
L & S Advisors
California
$886K +$27.5K +596 +3%
MC
150
Moors & Cabot
Massachusetts
$852K +$186K +4,021 +28%
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