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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 %
HCM
151
Hilton Capital Management
New York
$1.16M +$1.16M +25,070 New
HH
152
Hilltop Holdings
Texas
$1.13M +$273K +5,910 +32%
NW
153
NewEdge Wealth
Pennsylvania
$1.12M -$199K -4,304 -15%
IA
154
IFP Advisors
Florida
$1.1M +$647 +14 +0.1%
TWM
155
TCFG Wealth Management
California
$1.08M -$29.6K -640 -3%
GWM
156
Geneos Wealth Management
Colorado
$1.05M -$27.9K -604 -3%
BAWC
157
Boyce & Associates Wealth Consulting
Texas
$1.04M +$234K +5,060 +29%
CIAS
158
Capital Investment Advisory Services
North Carolina
$959K -$505K -10,912 -34%
Ameriprise
159
Ameriprise
Minnesota
$949K +$949K +20,514 New
SAM
160
Strive Asset Management
Ohio
$935K +$935K +20,225 New
EH
161
Equitable Holdings
New York
$929K +$177K +3,829 +24%
MC
162
Moors & Cabot
Massachusetts
$906K +$37.8K +817 +4%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$903K -$482K -10,415 -35%
BFG
164
Beacon Financial Group
Texas
$902K -$2.87K -62 -0.3%
MLA
165
My Legacy Advisors
Oregon
$882K -$53K -1,143 -6%
Wealthfront Advisers
166
Wealthfront Advisers
California
$862K -$48.9K -1,058 -5%
QCIG
167
Quad-Cities Investment Group
Iowa
$856K -$139K -3,008 -14%
KFP
168
KMG Fiduciary Partners
Ohio
$854K +$92 +2 +0%
LSA
169
L & S Advisors
California
$851K -$21.2K -459 -2%
PCM
170
Presidio Capital Management
California
$817K +$512K +11,063 +168%
TI
171
TrueMark Investments
Illinois
$817K +$459K +9,936 +129%
FPGK
172
Financial Partners Group (Kansas)
Kansas
$811K +$46 +1 +0%
SG
173
StoneX Group
New York
$793K +$793K +17,155 New
AWM
174
Activest Wealth Management
Florida
$792K – – –
WIP
175
WealthCare Investment Partners
Rhode Island
$765K -$282K -6,109 -27%
5 6
7
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