FTSL icon

First Trust Senior Loan Fund ETF

330 hedge funds and large institutions have $1.58B invested in First Trust Senior Loan Fund ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
4.8%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
48
Increased
148
Reduced
100
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
151
Beacon Financial Group
Texas
$953K -$24.3K -531 -2%
CICC
152
Capital Investment Counsel (Colorado)
Colorado
$926K -$33.5K -733 -3%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$908K -$24.4K -533 -3%
CF
154
Clarity Financial
Texas
$896K
AssetMark Inc
155
AssetMark Inc
California
$891K +$170K +3,714 +24%
GWM
156
Geneos Wealth Management
Colorado
$884K -$95.9K -2,099 -10%
LSA
157
L & S Advisors
California
$862K -$14.1K -309 -2%
KFP
158
KMG Fiduciary Partners
Ohio
$844K +$1.97K +43 +0.2%
SWP
159
ShoreHaven Wealth Partners
New Jersey
$835K +$835K +18,258 New
WWM
160
Western Wealth Management
Colorado
$831K +$11.9K +261 +1%
MC
161
Moors & Cabot
Massachusetts
$823K -$19.3K -422 -2%
SPC
162
Sigma Planning Corp
Michigan
$818K +$52.3K +1,144 +7%
FPGK
163
Financial Partners Group (Kansas)
Kansas
$801K -$35.5K -776 -4%
GPW
164
Gentry Private Wealth
Kansas
$795K +$795K +17,394 New
AI
165
Atria Investments
North Carolina
$784K -$511K -11,189 -39%
AWM
166
Activest Wealth Management
Florida
$783K +$783K +17,121 New
AAMC
167
Asset Allocation & Management Company
Illinois
$777K
SWM
168
Spire Wealth Management
Virginia
$776K +$600K +13,124 +340%
MWM
169
Mattern Wealth Management
Kansas
$766K -$524K -11,466 -41%
BAWC
170
Boyce & Associates Wealth Consulting
Texas
$751K +$430K +9,397 +134%
KPWS
171
Kestra Private Wealth Services
Texas
$750K +$16.2K +354 +2%
EH
172
Equitable Holdings
New York
$738K +$10.3K +226 +1%
JIP
173
Jaffetilchin Investment Partners
Florida
$713K -$16.6K -364 -2%
GS
174
GTS Securities
New York
$713K +$713K +15,592 New
RIA
175
Realta Investment Advisors
Delaware
$708K -$60.2K -1,318 -8%