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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

330 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, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
4.8%
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
100
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$51.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$42M
3
Morgan Stanley
Morgan Stanley
New York
$213M
4
BCM
Brookstone Capital Management
Illinois
$7.64M
5
HTI
Hikari Tsushin Inc
Japan
$23.3M

Top Sellers

1
LPL Financial
LPL Financial
California
$97.8M
2
Renaissance Technologies
Renaissance Technologies
New York
$6.29M
3
GAA
Global Assets Advisory
Florida
$0
4
UBS Group
UBS Group
Switzerland
$52.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
201
ICA Group Wealth Management
Colorado
$527K -$967K -21,166 -65%
ACM
202
AlphaStar Capital Management
North Carolina
$526K – – –
RW
203
RVW Wealth
California
$525K -$596K -13,045 -53%
GJIA
204
Glass Jacobson Investment Advisors
Maryland
$513K +$3.47K +76 +0.7%
SWP
205
Stratos Wealth Partners
Ohio
$510K -$26.6K -583 -5%
ACI
206
Alpha Cubed Investments
California
$509K -$4.57K -100 -0.9%
MOS
207
MGO One Seven
Ohio
$498K +$243K +5,326 +96%
PTC
208
Private Trust Company
Ohio
$496K +$34K +743 +7%
IA
209
IFP Advisors
Florida
$493K +$23.2K +508 +5%
PWM
210
Purus Wealth Management
California
$476K – – –
VVP
211
Venture Visionary Partners
Ohio
$466K +$466K +10,185 New
IAIM
212
International Assets Investment Management
Florida
$445K +$53.8K +1,178 +14%
CW
213
CreativeOne Wealth
Kansas
$434K +$434K +9,502 New
SWM
214
SeaCrest Wealth Management
New York
$428K +$45.7K +1,000 +12%
CAG
215
Csenge Advisory Group
Florida
$417K -$414K -9,054 -50%
WH
216
Willner & Heller
California
$407K +$7.68K +168 +2%
UCFA
217
United Capital Financial Advisors
Texas
$400K -$94.3K -2,063 -19%
BFA
218
Beaumont Financial Advisors
Massachusetts
$390K – – –
CAL
219
Capital Analysts LLC
Pennsylvania
$389K +$7.35K +161 +2%
JSL
220
JT Stratford LLC
Georgia
$388K +$83.8K +1,834 +28%
IA
221
IFG Advisory
Georgia
$371K -$172K -3,773 -32%
WS
222
Wedbush Securities
California
$370K -$32.6K -714 -8%
KWA
223
Kingswood Wealth Advisors
California
$361K -$47.4K -1,036 -12%
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$358K -$155K -3,369 -30%
BCA
225
Bay Colony Advisors
Massachusetts
$350K -$1.16M -25,320 -77%
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