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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 Holding Trade Value Shares
Change 		Shares
Change %
OWA
176
Octavia Wealth Advisors
Ohio
$606K -$57.7K -1,249 -9%
FH
177
FWG Holdings
Florida
$596K +$17.3K +375 +3%
WCFA
178
Walkner Condon Financial Advisors
Wisconsin
$592K -$77.8K -1,685 -12%
MAG
179
MRA Advisory Group
New Jersey
$579K -$172K -3,726 -23%
LCGC
180
Legacy Capital Group California
California
$574K -$41.8K -905 -7%
TA
181
TFG Advisers
Michigan
$572K +$183K +3,951 +47%
CAG
182
Curtis Advisory Group
California
$570K +$38.5K +833 +7%
IWA
183
IVC Wealth Advisors
Pennsylvania
$565K -$31.8K -689 -5%
PS
184
Principal Securities
Iowa
$556K +$32.9K +711 +6%
CP
185
Castleview Partners
Texas
$555K +$10.7K +231 +2%
HAS
186
HBW Advisory Services
California
$554K – – –
IA
187
IFG Advisory
Georgia
$550K -$4.71K -102 -0.9%
CWM
188
Capital Wealth Management
Rhode Island
$548K -$1.44M -31,217 -72%
CAM
189
Cozad Asset Management
Illinois
$545K -$24.9K -538 -4%
SWP
190
Stratos Wealth Partners
Ohio
$543K -$29.3K -635 -5%
BCM
191
Brookstone Capital Management
Illinois
$541K -$24.6K -533 -4%
ACM
192
AlphaStar Capital Management
North Carolina
$537K -$50K -584 -9%
RJT
193
Raymond James Trust
Florida
$530K +$26.3K +569 +5%
ACI
194
Alpha Cubed Investments
California
$520K – – –
Koshinski Asset Management
195
Koshinski Asset Management
Illinois
$516K -$270K -5,849 -34%
GJIA
196
Glass Jacobson Investment Advisors
Maryland
$515K -$117K -2,541 -19%
UCFA
197
United Capital Financial Advisors
Texas
$500K -$728K -15,760 -59%
FGA
198
Fortis Group Advisors
New Jersey
$496K -$15.4K -334 -3%
LNC
199
Lincoln National Corp
Pennsylvania
$488K -$424K -9,167 -46%
PWM
200
Purus Wealth Management
California
$482K – – –
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8
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