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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

352 hedge funds and large institutions have $2.62B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 142 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+32
Holders Change %
+10%
% of All Funds
4.69%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
63
Increased
142
Reduced
104
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.02B
2
Morgan Stanley
2
Morgan Stanley
New York
$210M
3
LPL Financial
3
LPL Financial
California
$88.8M
4
OPAM
4
Ocean Park Asset Management
California
$13.7M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$9.48M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$376K
2
Truist Financial
2
Truist Financial
North Carolina
$3.29M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
176
Clarity Financial
Texas
$757K – – –
SOS
177
Silver Oak Securities
Tennessee
$753K +$95.7K +2,069 +15%
TA
178
TFG Advisers
Michigan
$730K +$57.5K +1,243 +9%
SPC
179
Sigma Planning Corp
Michigan
$718K -$54.1K -1,169 -7%
WWM
180
Western Wealth Management
Colorado
$713K -$2.29M -49,578 -76%
HAS
181
HBW Advisory Services
California
$705K +$26.2K +567 +4%
FPAS
182
Focus Partners Advisor Solutions
Missouri
$695K -$555 -12 -0.1%
NWM
183
Northwest Wealth Management
Iowa
$692K -$555 -12 -0.1%
SB
184
Strategic Blueprint
Georgia
$684K +$38.7K +836 +6%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$675K -$211K -4,566 -24%
JIP
186
Jaffetilchin Investment Partners
Florida
$637K -$93.4K -2,020 -13%
CA
187
Cambridge Advisors
Nebraska
$616K -$14.3K -309 -2%
SAM
188
Synergy Asset Management
Washington
$612K +$370K +8,022 +153%
PJWM
189
Philip James Wealth Mangement
Georgia
$606K +$39.9K +862 +7%
OWA
190
Octavia Wealth Advisors
Ohio
$599K -$58.8K -1,271 -9%
SIA
191
Summit Investment Advisors
Maryland
$595K +$595K +12,870 New
P
192
&Partners
Tennessee
$585K -$269K -5,815 -31%
MAG
193
MRA Advisory Group
New Jersey
$583K +$5.92K +128 +1%
CAG
194
Curtis Advisory Group
California
$575K +$15.8K +341 +3%
PS
195
Principal Securities
Iowa
$572K +$1.53K +33 +0.3%
HA
196
Helium Advisors
Washington
$549K +$549K +11,873 New
CAM
197
Cozad Asset Management
Illinois
$543K +$3.19K +69 +0.6%
ACI
198
Alpha Cubed Investments
California
$516K +$509 +11 +0.1%
AWM
199
AE Wealth Management
Kansas
$510K +$510K +11,026 New
SIM
200
Seaview Investment Managers
Florida
$502K +$279K +6,034 +125%
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