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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

315 hedge funds and large institutions have $1.56B invested in First Trust Senior Loan Fund ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 136 reducing their positions, and 30 closing their positions.

Holders
315
Holders Change
-8
Holders Change %
-2.48%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
29
Increased
122
Reduced
136
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$22.1M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$43.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.9M
4
GAA
4
Global Assets Advisory
Florida
$10.3M
5
OCM
5
One Capital Management
California
$60.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$208M
2
Bank of America
2
Bank of America
North Carolina
$90.6M
3
Jane Street
3
Jane Street
New York
$7.52M
4
WWM
4
Wagner Wealth Management
South Carolina
$2.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$88.7M
Name Market Value Shares Shares
Change 		Shares
Change %
KFP
151
KMG Fiduciary Partners
Ohio
$851K 18,420 +65 +0.4%
FPGK
152
Financial Partners Group (Kansas)
Kansas
$846K 18,305 -165 -0.9%
EA
153
Eudaimonia Advisors
Tennessee
$845K 18,294 +18,294 New
CAG
154
Csenge Advisory Group
Florida
$840K 18,172 -5,623 -24%
WWM
155
Western Wealth Management
Colorado
$828K 17,911 -36,012 -67%
AWA
156
Arete Wealth Advisors
Illinois
$808K 17,495 -296 -2%
VA
157
Valmark Advisers
Ohio
$807K 17,465 +681 +4%
AAMC
158
Asset Allocation & Management Company
Illinois
$786K 17,000 – –
RIA
159
Realta Investment Advisors
Delaware
$777K 16,807 -2,308 -12%
SPC
160
Sigma Planning Corp
Michigan
$774K 16,743 +7,324 +78%
SWP
161
Significant Wealth Partners
Illinois
$742K 16,060 +7,228 +82%
KPWS
162
Kestra Private Wealth Services
Texas
$742K 16,051 -3,513 -18%
JIP
163
Jaffetilchin Investment Partners
Florida
$738K 15,972 +64 +0.4%
EH
164
Equitable Holdings
New York
$735K 15,914 +113 +0.7%
AssetMark Inc
165
AssetMark Inc
California
$729K 15,774 +15,004 +1,949%
MMA
166
Miracle Mile Advisors
California
$712K 15,410 -20,354 -57%
ASN
167
Advisory Services Network
Georgia
$677K 14,654 -35 -0.2%
NWM
168
Northwest Wealth Management
Iowa
$656K 14,202 -787 -5%
PVI
169
Pine Valley Investments
New Jersey
$638K 13,803 -4,036 -23%
SB
170
Strategic Blueprint
Georgia
$637K 13,778 +795 +6%
CA
171
Cambridge Advisors
Nebraska
$636K 13,764 +74 +0.5%
GSIAS
172
Garden State Investment Advisory Services
New Jersey
$635K 13,750 -2,495 -15%
SSA
173
Schonfeld Strategic Advisors
New York
$630K 13,644 -20,199 -60%
PFA
174
Plotkin Financial Advisors
Maryland
$630K 13,626 -15 -0.1%
P
175
&Partners
Tennessee
$617K 13,347 +13,347 New
5 6
7
8 9