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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

315 hedge funds and large institutions have $1.56B invested in First Trust Senior Loan Fund ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 136 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-8
Holders Change %
-2.48%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
29
Increased
122
Reduced
136
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$22.1M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$43.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.9M
4
GAA
4
Global Assets Advisory
Florida
$10.3M
5
OCM
5
One Capital Management
California
$60.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$208M
2
Bank of America
2
Bank of America
North Carolina
$90.6M
3
Jane Street
3
Jane Street
New York
$7.52M
4
WWM
4
Wagner Wealth Management
South Carolina
$2.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
201
Vista Investment Management
Pennsylvania
$476K +$90.3K +1,955 +23%
IA
202
IFP Advisors
Florida
$475K +$144K +3,106 +43%
MIFH
203
Migdal Insurance & Financial Holdings
Israel
$470K +$118K +2,565 +34%
PTC
204
Private Trust Company
Ohio
$467K +$55K +1,191 +13%
TA
205
TruWealth Advisors
Louisiana
$454K +$115K +2,495 +34%
EFA
206
Edge Financial Advisors
Illinois
$444K +$444K +9,610 New
KWA
207
Kingswood Wealth Advisors
California
$413K -$2.5K -54 -0.6%
WS
208
Wedbush Securities
California
$407K -$92 -2 -0%
WH
209
Willner & Heller
California
$404K +$161K +3,476 +66%
IAIM
210
International Assets Investment Management
Florida
$396K -$58K -1,257 -13%
BFA
211
Beaumont Financial Advisors
Massachusetts
$394K +$22K +475 +6%
FT
212
Fiduciary Trust
Massachusetts
$390K -$1.98M -42,921 -84%
SWM
213
SeaCrest Wealth Management
New York
$387K +$1.06K +23 +0.3%
CAL
214
Capital Analysts LLC
Pennsylvania
$386K -$1.02K -22 -0.3%
IWA
215
Inspirion Wealth Advisors
Illinois
$380K -$23.2K -503 -6%
Wealthfront Advisers
216
Wealthfront Advisers
California
$377K +$377K +8,168 New
CFD
217
Creative Financial Designs
Indiana
$368K -$729K -15,778 -66%
DFG
218
Delta Financial Group
New Jersey
$352K – – –
CAP
219
Columbia Advisory Partners
Washington
$336K -$2.31K -50 -0.7%
NB
220
NBT Bank
New York
$334K -$18.6K -402 -5%
IA
221
Insight Advisors
Pennsylvania
$332K -$4.62K -100 -1%
GWM
222
Gray Wealth Management
Maine
$327K +$786 +17 +0.2%
ECA
223
Elevated Capital Advisors
Utah
$325K -$50K -1,081 -13%
BAWC
224
Boyce & Associates Wealth Consulting
Texas
$325K +$19.8K +429 +7%
ATC
225
Argent Trust Co
Tennessee
$323K – – –
7 8
9
10 11