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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

320 hedge funds and large institutions have $1.48B invested in First Trust Senior Loan Fund ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-10
Holders Change %
-3.03%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
30
Increased
117
Reduced
136
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.78M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.81M
3
OMC
Old Mission Capital
Illinois
$7.9M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
$6.44M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$179M
2
LPL Financial
LPL Financial
California
$71.1M
3
OCM
One Capital Management
California
$45.7M
4
KAS
Kestra Advisory Services
Texas
$3.81M
5
CCIA
Cherry Creek Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
SeaCrest Wealth Management
New York
$431K +$1.06K +23 +0.2%
GSIAS
202
Garden State Investment Advisory Services
New Jersey
$426K -$183K -3,996 -30%
CAL
203
Capital Analysts LLC
Pennsylvania
$417K +$26K +566 +7%
JSL
204
JT Stratford LLC
Georgia
$404K +$14.8K +322 +4%
WH
205
Willner & Heller
California
$400K -$8.95K -195 -2%
BFA
206
Beaumont Financial Advisors
Massachusetts
$391K – – –
OWM
207
OneAscent Wealth Management
Alabama
$380K +$380K +8,282 New
KWA
208
Kingswood Wealth Advisors
California
$371K +$8.21K +179 +2%
BCA
209
Bay Colony Advisors
Massachusetts
$369K +$16.6K +362 +5%
NCFG
210
New Century Financial Group
New Jersey
$368K +$368K +8,009 New
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$356K -$1.97K -43 -0.6%
TI
212
TrueMark Investments
Illinois
$355K -$229K -4,993 -39%
WS
213
Wedbush Securities
California
$351K -$20.8K -452 -6%
DFG
214
Delta Financial Group
New Jersey
$349K – – –
UCFA
215
United Capital Financial Advisors
Texas
$341K -$60.6K -1,321 -15%
BAM
216
Belpointe Asset Management
Nevada
$335K +$318K +6,924 +1,794%
PA
217
PFG Advisors
Arizona
$333K -$13.2K -287 -4%
AI
218
Atria Investments
North Carolina
$326K -$462K -10,061 -59%
HF
219
HRT Financial
New York
$322K -$357K -7,801 -53%
ATC
220
Argent Trust Co
Tennessee
$321K – – –
GWM
221
Gray Wealth Management
Maine
$321K – – –
CAP
222
Columbia Advisory Partners
Washington
$320K +$14.2K +309 +5%
CFD
223
Creative Financial Designs
Indiana
$311K +$30.2K +659 +11%
CAG
224
Csenge Advisory Group
Florida
$311K -$110K -2,379 -26%
MCM
225
Mainstay Capital Management
Michigan
$308K -$826 -18 -0.3%
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