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First Trust Senior Loan Fund ETF

331 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, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

47% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 101

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

5% more funds holding

Funds holding: 316331 (+15)

1% more capital invested

Capital invested by funds: $1.56B → $1.58B (+$21.8M)

3.58% less ownership

Funds ownership: 73.32%69.74% (-3.6%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
4.78%
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
101
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
176
Realta Investment Advisors
Delaware
$708K -$60.8K -1,318 -8%
BFEC
177
Benjamin F. Edwards & Company
Missouri
$702K +$430K +9,318 +154%
HF
178
HRT Financial
New York
$678K +$448K +9,713 +189%
PFA
179
Plotkin Financial Advisors
Maryland
$673K +$50.7K +1,100 +8%
OWA
180
Octavia Wealth Advisors
Ohio
$663K +$64.2K +1,393 +11%
NWM
181
Northwest Wealth Management
Iowa
$655K +$6.04K +131 +0.9%
TA
182
TFG Advisers
Michigan
$650K +$84.9K +1,841 +15%
HAS
183
HBW Advisory Services
California
$646K +$97.1K +2,106 +18%
CA
184
Cambridge Advisors
Nebraska
$641K +$11.7K +253 +2%
SB
185
Strategic Blueprint
Georgia
$634K +$4.38K +95 +0.7%
P
186
&Partners
Tennessee
$610K
GSIAS
187
Garden State Investment Advisory Services
New Jersey
$607K -$21.5K -466 -3%
VAS
188
Vestmark Advisory Solutions
Massachusetts
$591K +$596K +12,937 New
WCFA
189
Walkner Condon Financial Advisors
Wisconsin
$587K
TI
190
TrueMark Investments
Illinois
$581K +$586K +12,720 New
MAG
191
MRA Advisory Group
New Jersey
$572K -$507 -11 -0.1%
PJWM
192
Philip James Wealth Mangement
Georgia
$565K -$2.46M -53,456 -81%
PS
193
Principal Securities
Iowa
$564K +$14K +304 +3%
RJT
194
Raymond James Trust
Florida
$555K +$30.1K +652 +6%
CAG
195
Curtis Advisory Group
California
$553K -$10.9K -236 -2%
IWA
196
IVC Wealth Advisors
Pennsylvania
$551K -$7.7K -167 -1%
FFA
197
Farther Finance Advisors
California
$551K +$551K +11,952 +17,074%
CP
198
Castleview Partners
Texas
$548K -$553 -12 -0.1%
CAM
199
Cozad Asset Management
Illinois
$540K +$645 +14 +0.1%
MIFH
200
Migdal Insurance & Financial Holdings
Israel
$540K +$75.2K +1,631 +16%

FTSL Hedge Fund Activity: Q2 2024 in Review

331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2024, worth a combined $1.58B — up 1.4% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FTSL positions and 26 closed out — a net gain of 22 holders — while 148 added to existing stakes and 101 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $9.22M. The largest seller was LPL Financial, cutting an estimated $17.2M.

  • 331 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2024, up from 316 in Q1 2024.
  • Funds reported $1.58B of First Trust Senior Loan Fund ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 48 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2024 and 26 closed out, a net change of +22 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2024 was First Trust Advisors, an estimated $9.22M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2024 was LPL Financial, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.