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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
IFG
126
Independent Financial Group
California
$1.91M +$166K +3,584 +10%
VAS
127
Vestmark Advisory Solutions
Massachusetts
$1.88M +$1.88M +40,690 New
OC
128
Oppenheimer & Co
New York
$1.88M +$8.64K +187 +0.5%
SWP
129
ShoreHaven Wealth Partners
New Jersey
$1.86M -$404K -8,747 -18%
MCM
130
MAI Capital Management
Ohio
$1.85M +$1.84M +39,904 New
OWM
131
OneAscent Wealth Management
Alabama
$1.81M +$1.43M +30,918 +373%
WI
132
WBI Investments
New Jersey
$1.78M -$1.33M -28,843 -43%
AAS
133
Ameritas Advisory Services
Nebraska
$1.76M +$453K +9,811 +35%
MMHP
134
Murphy Middleton Hinkle & Parker
Georgia
$1.75M -$189K -4,081 -10%
DAS
135
Dynamic Advisor Solutions
Arizona
$1.73M +$276K +5,969 +19%
AWM
136
Accel Wealth Management
Iowa
$1.69M -$502K -10,855 -23%
CPA
137
Clear Point Advisors
New York
$1.67M +$1.66K +36 +0.1%
EWM
138
Endowment Wealth Management
Wisconsin
$1.66M +$286K +6,180 +21%
AFA
139
American Financial Advisors
Georgia
$1.65M -$599K -12,959 -27%
WA
140
Waverly Advisors
Alabama
$1.62M -$46 -1 -0%
CFGS
141
Concourse Financial Group Securities
Alabama
$1.61M +$185 +4 +0%
LCWP
142
Legacy Capital Wealth Partners
Arkansas
$1.61M -$5.78K -125 -0.4%
Mariner
143
Mariner
Kansas
$1.51M -$537K -11,610 -26%
VA
144
Valmark Advisers
Ohio
$1.48M +$422K +9,133 +40%
ASN
145
Advisory Services Network
Georgia
$1.47M +$413K +8,942 +39%
IRC
146
Investors Research Corp
Georgia
$1.41M -$38.1K -825 -3%
FEG
147
Financial Enhancement Group
Indiana
$1.29M -$2.81M -60,695 -68%
MA
148
Mutual Advisors
Nebraska
$1.19M -$72.8K -1,575 -6%
PWM
149
Puff Wealth Management
New Jersey
$1.18M +$1.18M +25,459 New
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$1.16M -$121K -2,608 -9%

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.