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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

352 hedge funds and large institutions have $2.62B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 142 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+32
Holders Change %
+10%
% of All Funds
4.69%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
63
Increased
142
Reduced
104
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.02B
2
Morgan Stanley
2
Morgan Stanley
New York
$210M
3
LPL Financial
3
LPL Financial
California
$88.8M
4
OPAM
4
Ocean Park Asset Management
California
$13.7M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$9.48M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$376K
2
Truist Financial
2
Truist Financial
North Carolina
$3.29M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
126
Vestmark Advisory Solutions
Massachusetts
$1.88M +$1.88M +40,690 New
OC
127
Oppenheimer & Co
New York
$1.88M +$8.65K +187 +0.5%
SWP
128
ShoreHaven Wealth Partners
New Jersey
$1.86M -$404K -8,747 -18%
MCM
129
MAI Capital Management
Ohio
$1.85M +$1.85M +39,904 New
OWM
130
OneAscent Wealth Management
Alabama
$1.81M +$1.43M +30,918 +373%
WI
131
WBI Investments
New Jersey
$1.78M -$1.33M -28,843 -43%
AAS
132
Ameritas Advisory Services
Nebraska
$1.76M +$454K +9,811 +35%
MMHP
133
Murphy Middleton Hinkle & Parker
Georgia
$1.75M -$189K -4,081 -10%
DAS
134
Dynamic Advisor Solutions
Arizona
$1.73M +$276K +5,969 +19%
AWM
135
Accel Wealth Management
Iowa
$1.69M -$502K -10,855 -23%
CPA
136
Clear Point Advisors
New York
$1.67M +$1.67K +36 +0.1%
EWM
137
Endowment Wealth Management
Wisconsin
$1.66M +$286K +6,180 +21%
AFA
138
American Financial Advisors
Georgia
$1.65M -$599K -12,959 -27%
WA
139
Waverly Advisors
Alabama
$1.62M -$46 -1 -0%
CFGS
140
Concourse Financial Group Securities
Alabama
$1.61M +$186 +4 +0%
LCWP
141
Legacy Capital Wealth Partners
Arkansas
$1.61M -$5.78K -125 -0.4%
Mariner
142
Mariner
Kansas
$1.51M -$537K -11,610 -26%
VA
143
Valmark Advisers
Ohio
$1.48M +$422K +9,133 +40%
ASN
144
Advisory Services Network
Georgia
$1.47M +$413K +8,942 +39%
IRC
145
Investors Research Corp
Georgia
$1.41M -$38.1K -825 -3%
FEG
146
Financial Enhancement Group
Indiana
$1.29M -$2.81M -60,695 -68%
MA
147
Mutual Advisors
Nebraska
$1.19M -$73.1K -1,575 -6%
PWM
148
Puff Wealth Management
New Jersey
$1.18M +$1.18M +25,459 New
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$1.16M -$121K -2,608 -9%
RW
150
RVW Wealth
California
$1.16M +$627K +13,551 +117%
4 5
6
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