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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
First Trust Advisors
Illinois
$51.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$42M
3
Morgan Stanley
Morgan Stanley
New York
$213M
4
BCM
Brookstone Capital Management
Illinois
$7.64M
5
HTI
Hikari Tsushin Inc
Japan
$23.3M

Top Sellers

1
LPL Financial
LPL Financial
California
$97.8M
2
Renaissance Technologies
Renaissance Technologies
New York
$6.29M
3
GAA
Global Assets Advisory
Florida
$0
4
UBS Group
UBS Group
Switzerland
$52.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
Waverly Advisors
Alabama
$1.63M -$39.8K -871 -2%
SOS
127
Silver Oak Securities
Tennessee
$1.56M +$49.5K +1,082 +3%
SSA
128
Schonfeld Strategic Advisors
New York
$1.53M +$904K +19,785 +145%
CIAS
129
Capital Investment Advisory Services
North Carolina
$1.49M +$30.2K +661 +2%
FTUS
130
Flow Traders U.S.
New York
$1.48M +$1.48M +32,285 New
IRC
131
Investors Research Corp
Georgia
$1.43M -$4.62K -101 -0.3%
AWA
132
Arete Wealth Advisors
Illinois
$1.41M +$612K +13,386 +77%
DADC
133
D.A. Davidson & Co
Montana
$1.39M +$162K +3,554 +13%
OFS
134
OneAscent Financial Services
Alabama
$1.37M +$1.18M +25,721 +595%
CCG
135
Coastwise Capital Group
California
$1.37M +$147K +3,212 +12%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$1.36M -$39.1K -851 -3%
DAS
137
Dynamic Advisor Solutions
Arizona
$1.33M -$62.8K -1,373 -5%
AAS
138
Ameritas Advisory Services
Nebraska
$1.32M +$14.4K +316 +1%
NW
139
NewEdge Wealth
Pennsylvania
$1.32M -$21.9K -480 -2%
FEG
140
Financial Enhancement Group
Indiana
$1.25M -$1.33M -28,943 -52%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$1.22M -$223K -4,875 -15%
MLA
142
My Legacy Advisors
Oregon
$1.15M -$25K -547 -2%
WIP
143
WealthCare Investment Partners
Rhode Island
$1.12M +$44.9K +983 +4%
HCM
144
Hilton Capital Management
New York
$1.12M -$100K -2,190 -8%
ASN
145
Advisory Services Network
Georgia
$1.04M +$370K +8,102 +55%
QCIG
146
Quad-Cities Investment Group
Iowa
$1.01M -$182K -3,987 -15%
VA
147
Valmark Advisers
Ohio
$1M +$205K +4,489 +26%
TC
148
TAP Consulting
Missouri
$1M +$1M +21,882 New
WA
149
WESPAC Advisors
California
$985K -$500K -10,943 -34%
IWM
150
Iams Wealth Management
Nebraska
$953K +$953K +20,850 New
4 5
6
7 8