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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

323 hedge funds and large institutions have $1.82B invested in First Trust Senior Loan Fund ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 129 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+26
Holders Change %
+8.75%
% of All Funds
4.74%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
45
Increased
115
Reduced
129
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$327M
2
Jane Street
2
Jane Street
New York
$64.5M
3
Bank of America
3
Bank of America
North Carolina
$156M
4
LPL Financial
4
LPL Financial
California
$106M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$23M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$97.8M
2
Wells Fargo
2
Wells Fargo
California
$55.6M
3
OPAM
3
Ocean Park Asset Management
California
$0
4
SAM
4
Synergy Asset Management
Washington
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
151
D.A. Davidson & Co
Montana
$1.08M -$24.2K -525 -2%
SCA
152
Snowden Capital Advisors
New York
$1.08M -$1.21M -26,201 -53%
AI
153
Atria Investments
North Carolina
$1.03M -$1.25M -27,189 -55%
AAS
154
Ameritas Advisory Services
Nebraska
$1M -$399K -8,656 -28%
RG
155
Retirement Group
California
$998K +$9.12K +198 +0.9%
KCFA
156
Key Client Fiduciary Advisors
New Jersey
$968K -$22.1K -479 -2%
AP
157
Americana Partners
Texas
$968K – – –
LNC
158
Lincoln National Corp
Pennsylvania
$909K -$807K -17,517 -47%
CF
159
Clarity Financial
Texas
$903K -$25.1K -544 -3%
KPWS
160
Kestra Private Wealth Services
Texas
$901K -$315K -6,833 -26%
RIA
161
Realta Investment Advisors
Delaware
$881K -$716K -15,547 -45%
LSA
162
L & S Advisors
California
$855K +$149K +3,228 +21%
FPGK
163
Financial Partners Group (Kansas)
Kansas
$851K -$6.49M -140,780 -88%
KFP
164
KMG Fiduciary Partners
Ohio
$846K +$2.95K +64 +0.3%
PVI
165
Pine Valley Investments
New Jersey
$822K -$34.9K -757 -4%
AWA
166
Arete Wealth Advisors
Illinois
$820K +$820K +17,791 New
Koshinski Asset Management
167
Koshinski Asset Management
Illinois
$784K +$308K +6,676 +65%
AAMC
168
Asset Allocation & Management Company
Illinois
$783K -$5.77M -125,360 -88%
ACM
169
Anfield Capital Management
California
$782K -$3.01M -65,307 -79%
VA
170
Valmark Advisers
Ohio
$773K +$3.64K +79 +0.5%
MWM
171
Meridian Wealth Management
Kentucky
$773K +$773K +16,783 New
MAG
172
MRA Advisory Group
New Jersey
$749K +$355K +7,695 +90%
GSIAS
173
Garden State Investment Advisory Services
New Jersey
$748K +$108K +2,353 +17%
JIP
174
Jaffetilchin Investment Partners
Florida
$733K -$82.2K -1,785 -10%
EH
175
Equitable Holdings
New York
$728K -$203K -4,413 -22%
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