We are live on ! Find out more
FTSL icon

First Trust Senior Loan Fund ETF

331 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, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

47% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 101

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

5% more funds holding

Funds holding: 316331 (+15)

1% more capital invested

Capital invested by funds: $1.56B → $1.58B (+$21.8M)

3.58% less ownership

Funds ownership: 73.32%69.74% (-3.6%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
4.78%
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
101
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
CoreCap Advisors
Michigan
$1.68M +$1.6M +34,761 +1,845%
WA
127
Waverly Advisors
Alabama
$1.63M -$40.2K -871 -2%
SOS
128
Silver Oak Securities
Tennessee
$1.56M +$49.9K +1,082 +3%
SSA
129
Schonfeld Strategic Advisors
New York
$1.53M +$912K +19,785 +145%
CIAS
130
Capital Investment Advisory Services
North Carolina
$1.49M +$30.5K +661 +2%
FTUS
131
Flow Traders U.S.
New York
$1.48M +$1.49M +32,285 New
IRC
132
Investors Research Corp
Georgia
$1.43M -$4.66K -101 -0.3%
AWA
133
Arete Wealth Advisors
Illinois
$1.41M +$617K +13,386 +77%
DADC
134
D.A. Davidson & Co
Montana
$1.39M +$164K +3,554 +13%
OFS
135
OneAscent Financial Services
Alabama
$1.37M +$1.19M +25,721 +595%
CCG
136
Coastwise Capital Group
California
$1.37M +$148K +3,212 +12%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$1.36M -$39.2K -851 -3%
DAS
138
Dynamic Advisor Solutions
Arizona
$1.33M -$63.3K -1,373 -5%
AAS
139
Ameritas Advisory Services
Nebraska
$1.32M +$14.6K +316 +1%
NW
140
NewEdge Wealth
Pennsylvania
$1.32M -$22.1K -480 -2%
FEG
141
Financial Enhancement Group
Indiana
$1.25M -$1.33M -28,943 -52%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$1.22M -$225K -4,875 -15%
MLA
143
My Legacy Advisors
Oregon
$1.15M -$25.2K -547 -2%
WIP
144
WealthCare Investment Partners
Rhode Island
$1.12M +$45.3K +983 +4%
HCM
145
Hilton Capital Management
New York
$1.12M -$101K -2,190 -8%
ASN
146
Advisory Services Network
Georgia
$1.04M +$374K +8,102 +55%
QCIG
147
Quad-Cities Investment Group
Iowa
$1.01M -$184K -3,987 -15%
VA
148
Valmark Advisers
Ohio
$1M +$207K +4,489 +26%
TC
149
TAP Consulting
Missouri
$1M +$1.01M +21,882 New
WA
150
WESPAC Advisors
California
$985K -$505K -10,943 -34%

FTSL Hedge Fund Activity: Q2 2024 in Review

331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2024, worth a combined $1.58B — up 1.4% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FTSL positions and 26 closed out — a net gain of 22 holders — while 148 added to existing stakes and 101 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $9.22M. The largest seller was LPL Financial, cutting an estimated $17.2M.

  • 331 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2024, up from 316 in Q1 2024.
  • Funds reported $1.58B of First Trust Senior Loan Fund ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 48 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2024 and 26 closed out, a net change of +22 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2024 was First Trust Advisors, an estimated $9.22M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2024 was LPL Financial, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.