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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

320 hedge funds and large institutions have $1.48B invested in First Trust Senior Loan Fund ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-10
Holders Change %
-3.03%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
30
Increased
117
Reduced
136
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.78M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.81M
3
OMC
Old Mission Capital
Illinois
$7.9M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
$6.44M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$179M
2
LPL Financial
LPL Financial
California
$71.1M
3
OCM
One Capital Management
California
$45.7M
4
KAS
Kestra Advisory Services
Texas
$3.81M
5
CCIA
Cherry Creek Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
126
Legacy Capital Wealth Partners
Arkansas
$1.6M -$117K -2,544 -7%
CFGS
127
Concourse Financial Group Securities
Alabama
$1.59M -$96K -2,092 -6%
FTUS
128
Flow Traders U.S.
New York
$1.53M +$48.9K +1,065 +3%
FW
129
FullCircle Wealth
Texas
$1.49M -$896K -19,464 -38%
CIAS
130
Capital Investment Advisory Services
North Carolina
$1.45M -$46.9K -1,021 -3%
DAS
131
Dynamic Advisor Solutions
Arizona
$1.45M +$114K +2,492 +9%
IRC
132
Investors Research Corp
Georgia
$1.43M -$1.33K -29 -0.1%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$1.37M +$18.7K +408 +1%
EWM
134
Endowment Wealth Management
Wisconsin
$1.37M -$408K -8,893 -23%
NW
135
NewEdge Wealth
Pennsylvania
$1.31M -$8.81K -192 -0.7%
AAS
136
Ameritas Advisory Services
Nebraska
$1.3M -$27.4K -597 -2%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$1.28M +$48.3K +1,052 +4%
MA
138
Mutual Advisors
Nebraska
$1.25M -$932K -20,281 -43%
Citadel Advisors
139
Citadel Advisors
Florida
$1.2M +$1.2M +26,106 New
Envestnet Portfolio Solutions
140
Envestnet Portfolio Solutions
Illinois
$1.13M -$1.1M -23,898 -49%
TWM
141
TCFG Wealth Management
California
$1.1M +$1.1M +23,984 New
IA
142
IFP Advisors
Florida
$1.09M +$595K +12,967 +120%
GWM
143
Geneos Wealth Management
Colorado
$1.07M +$179K +3,897 +20%
VA
144
Valmark Advisers
Ohio
$1.05M +$39.6K +863 +4%
WIP
145
WealthCare Investment Partners
Rhode Island
$1.04M -$88.1K -1,912 -8%
ASN
146
Advisory Services Network
Georgia
$1.04M – – –
TC
147
TAP Consulting
Missouri
$1.03M +$26.4K +575 +3%
QCIG
148
Quad-Cities Investment Group
Iowa
$988K -$21.5K -468 -2%
MLA
149
My Legacy Advisors
Oregon
$924K -$233K -5,072 -20%
Wealthfront Advisers
150
Wealthfront Advisers
California
$904K +$904K +19,695 New
4 5
6
7 8