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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

320 hedge funds and large institutions have $1.48B invested in First Trust Senior Loan Fund ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-10
Holders Change %
-3.03%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
30
Increased
117
Reduced
136
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.78M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.21M
3
OMC
Old Mission Capital
Illinois
+$6.13M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
+$5.51M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.04M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$34.4M
2
LPL Financial
LPL Financial
California
-$27.1M
3
OCM
One Capital Management
California
-$16.8M
4
KAS
Kestra Advisory Services
Texas
-$12.6M
5
CCIA
Cherry Creek Investment Advisors
Colorado
-$8.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cambridge Advisors
Nebraska
$625K -$18.2K -396 -3%
MAG
177
MRA Advisory Group
New Jersey
$572K -$1.79K -39 -0.3%
PS
178
Principal Securities
Iowa
$566K -$321 -7 -0.1%
PJWM
179
Philip James Wealth Mangement
Georgia
$562K -$5.09K -111 -0.9%
CAG
180
Curtis Advisory Group
California
$555K – – –
CP
181
Castleview Partners
Texas
$551K +$551 +12 +0.1%
CAM
182
Cozad Asset Management
Illinois
$535K -$6.93K -151 -1%
AWM
183
Apollon Wealth Management
South Carolina
$533K -$1.7M -37,118 -76%
RW
184
RVW Wealth
California
$530K +$2.66K +58 +0.5%
GJIA
185
Glass Jacobson Investment Advisors
Maryland
$514K -$367 -8 -0.1%
ACI
186
Alpha Cubed Investments
California
$511K – – –
EMAM
187
Encompass More Asset Management
California
$507K +$507K +11,054 New
SWP
188
Stratos Wealth Partners
Ohio
$502K -$10.6K -232 -2%
PFA
189
Plotkin Financial Advisors
Maryland
$501K -$175K -3,807 -26%
KPWS
190
Kestra Private Wealth Services
Texas
$497K -$255K -5,567 -34%
IWA
191
IVC Wealth Advisors
Pennsylvania
$496K -$57.4K -1,251 -10%
MWM
192
Mattern Wealth Management
Kansas
$493K -$276K -6,007 -36%
MOS
193
MGO One Seven
Ohio
$479K -$21.1K -460 -4%
FAIM
194
Financial Advocates Investment Management
Washington
$477K -$1.39M -30,234 -74%
WCFA
195
Walkner Condon Financial Advisors
Wisconsin
$473K -$116K -2,524 -20%
GAA
196
Global Assets Advisory
Florida
$468K +$468K +10,181 New
VVP
197
Venture Visionary Partners
Ohio
$467K – – –
MAM
198
Milestone Asset Management
Pennsylvania
$464K -$2.05M -44,562 -82%
RJT
199
Raymond James Trust
Florida
$461K -$95.7K -2,085 -17%
PWM
200
Purus Wealth Management
California
$451K -$27.7K -604 -6%
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