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First Trust Senior Loan Fund ETF

331 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, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

47% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 101

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

5% more funds holding

Funds holding: 316331 (+15)

1% more capital invested

Capital invested by funds: $1.56B → $1.58B (+$21.8M)

3.58% less ownership

Funds ownership: 73.32%69.74% (-3.6%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
4.78%
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
101
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
201
Legacy Capital Group California
California
$534K -$33.3K -722 -6%
IGWM
202
ICA Group Wealth Management
Colorado
$527K -$976K -21,166 -65%
ACM
203
AlphaStar Capital Management
North Carolina
$526K
RW
204
RVW Wealth
California
$525K -$601K -13,045 -53%
GJIA
205
Glass Jacobson Investment Advisors
Maryland
$513K +$3.5K +76 +0.7%
SWP
206
Stratos Wealth Partners
Ohio
$510K -$26.9K -583 -5%
ACI
207
Alpha Cubed Investments
California
$509K -$4.61K -100 -0.9%
MOS
208
MGO One Seven
Ohio
$498K +$246K +5,326 +96%
PTC
209
Private Trust Company
Ohio
$496K +$34.3K +743 +7%
IA
210
IFP Advisors
Florida
$493K +$23.4K +508 +5%
PWM
211
Purus Wealth Management
California
$476K
VVP
212
Venture Visionary Partners
Ohio
$466K +$470K +10,185 New
IAIM
213
International Assets Investment Management
Florida
$445K +$54.3K +1,178 +14%
CW
214
CreativeOne Wealth
Kansas
$434K +$438K +9,502 New
SWM
215
SeaCrest Wealth Management
New York
$428K +$46.1K +1,000 +12%
CAG
216
Csenge Advisory Group
Florida
$417K -$417K -9,054 -50%
WH
217
Willner & Heller
California
$407K +$7.75K +168 +2%
UCFA
218
United Capital Financial Advisors
Texas
$400K -$95.1K -2,063 -19%
BFA
219
Beaumont Financial Advisors
Massachusetts
$390K
CAL
220
Capital Analysts LLC
Pennsylvania
$389K +$7.42K +161 +2%
JSL
221
JT Stratford LLC
Georgia
$388K +$84.6K +1,834 +28%
IA
222
IFG Advisory
Georgia
$371K -$174K -3,773 -32%
WS
223
Wedbush Securities
California
$370K -$32.9K -714 -8%
KWA
224
Kingswood Wealth Advisors
California
$361K -$47.8K -1,036 -12%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$358K -$155K -3,369 -30%

FTSL Hedge Fund Activity: Q2 2024 in Review

331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2024, worth a combined $1.58B — up 1.4% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FTSL positions and 26 closed out — a net gain of 22 holders — while 148 added to existing stakes and 101 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $9.22M. The largest seller was LPL Financial, cutting an estimated $17.2M.

  • 331 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2024, up from 316 in Q1 2024.
  • Funds reported $1.58B of First Trust Senior Loan Fund ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 48 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2024 and 26 closed out, a net change of +22 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2024 was First Trust Advisors, an estimated $9.22M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2024 was LPL Financial, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.