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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

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
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$51.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$42M
3
Morgan Stanley
Morgan Stanley
New York
$213M
4
BCM
Brookstone Capital Management
Illinois
$7.64M
5
HTI
Hikari Tsushin Inc
Japan
$23.3M

Top Sellers

1
LPL Financial
LPL Financial
California
$97.8M
2
Renaissance Technologies
Renaissance Technologies
New York
$6.29M
3
GAA
Global Assets Advisory
Florida
$0
4
UBS Group
UBS Group
Switzerland
$52.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
176
Benjamin F. Edwards & Company
Missouri
$702K +$426K +9,318 +154%
HF
177
HRT Financial
New York
$678K +$444K +9,713 +189%
PFA
178
Plotkin Financial Advisors
Maryland
$673K +$50.3K +1,100 +8%
OWA
179
Octavia Wealth Advisors
Ohio
$663K +$63.7K +1,393 +11%
NWM
180
Northwest Wealth Management
Iowa
$655K +$5.99K +131 +0.9%
TA
181
TFG Advisers
Michigan
$650K +$84.2K +1,841 +15%
HAS
182
HBW Advisory Services
California
$646K +$96.3K +2,106 +18%
CA
183
Cambridge Advisors
Nebraska
$641K +$11.6K +253 +2%
SB
184
Strategic Blueprint
Georgia
$634K +$4.34K +95 +0.7%
P
185
&Partners
Tennessee
$610K – – –
GSIAS
186
Garden State Investment Advisory Services
New Jersey
$607K -$21.3K -466 -3%
VAS
187
Vestmark Advisory Solutions
Massachusetts
$591K +$591K +12,937 New
WCFA
188
Walkner Condon Financial Advisors
Wisconsin
$587K – – –
TI
189
TrueMark Investments
Illinois
$581K +$581K +12,720 New
MAG
190
MRA Advisory Group
New Jersey
$572K -$503 -11 -0.1%
PJWM
191
Philip James Wealth Mangement
Georgia
$565K -$2.44M -53,456 -81%
PS
192
Principal Securities
Iowa
$564K +$13.9K +304 +3%
RJT
193
Raymond James Trust
Florida
$555K +$29.8K +652 +6%
CAG
194
Curtis Advisory Group
California
$553K -$10.8K -236 -2%
IWA
195
IVC Wealth Advisors
Pennsylvania
$551K -$7.63K -167 -1%
FFA
196
Farther Finance Advisors
California
$551K +$547K +11,952 +17,074%
CP
197
Castleview Partners
Texas
$548K -$549 -12 -0.1%
CAM
198
Cozad Asset Management
Illinois
$540K +$640 +14 +0.1%
MIFH
199
Migdal Insurance & Financial Holdings
Israel
$540K +$74.6K +1,631 +16%
LCGC
200
Legacy Capital Group California
California
$534K -$33K -722 -6%
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8
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