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First Trust Senior Loan Fund ETF

353 hedge funds and large institutions have $2.63B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

77% more capital invested

Capital invested by funds: $1.48B → $2.63B (+$1.14B)

38% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 104

10% more funds holding

Funds holding: 321353 (+32)

4.88% more ownership

Funds ownership: 67.46%72.34% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
353
Holders Change
+32
Holders Change %
+9.97%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
63
Increased
143
Reduced
104
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
176
WealthCare Investment Partners
Rhode Island
$765K -$282K -6,109 -27%
CF
177
Clarity Financial
Texas
$757K
SOS
178
Silver Oak Securities
Tennessee
$753K +$95.6K +2,069 +15%
TA
179
TFG Advisers
Michigan
$730K +$57.4K +1,243 +9%
SPC
180
Sigma Planning Corp
Michigan
$718K -$54K -1,169 -7%
WWM
181
Western Wealth Management
Colorado
$713K -$2.29M -49,578 -76%
HAS
182
HBW Advisory Services
California
$705K +$26.2K +567 +4%
FPAS
183
Focus Partners Advisor Solutions
Missouri
$695K -$555 -12 -0.1%
NWM
184
Northwest Wealth Management
Iowa
$692K -$555 -12 -0.1%
SB
185
Strategic Blueprint
Georgia
$684K +$38.6K +836 +6%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$675K -$211K -4,566 -24%
JIP
187
Jaffetilchin Investment Partners
Florida
$637K -$93.4K -2,020 -13%
CA
188
Cambridge Advisors
Nebraska
$616K -$14.3K -309 -2%
SAM
189
Synergy Asset Management
Washington
$612K +$371K +8,022 +153%
PJWM
190
Philip James Wealth Mangement
Georgia
$606K +$39.8K +862 +7%
OWA
191
Octavia Wealth Advisors
Ohio
$599K -$58.7K -1,271 -9%
SIA
192
Summit Investment Advisors
Maryland
$595K +$595K +12,870 New
P
193
&Partners
Tennessee
$585K -$269K -5,815 -31%
MAG
194
MRA Advisory Group
New Jersey
$583K +$5.92K +128 +1%
CAG
195
Curtis Advisory Group
California
$575K +$15.8K +341 +3%
PS
196
Principal Securities
Iowa
$572K +$1.52K +33 +0.3%
HA
197
Helium Advisors
Washington
$549K +$549K +11,873 New
CAM
198
Cozad Asset Management
Illinois
$543K +$3.19K +69 +0.6%
ACI
199
Alpha Cubed Investments
California
$516K +$508 +11 +0.1%
AWM
200
AE Wealth Management
Kansas
$510K +$510K +11,026 New

FTSL Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2024, worth a combined $2.63B — up 77% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FTSL positions and 25 closed out — a net gain of 38 holders — while 143 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was International Assets Investment Management, cutting an estimated $15.3M.

  • 353 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $2.63B of First Trust Senior Loan Fund ETF stock for Q4 2024, up 77% quarter-over-quarter.
  • 63 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2024 and 25 closed out, a net change of +38 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2024 was Morgan Stanley, an estimated $29M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2024 was International Assets Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.