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First Trust Senior Loan Fund ETF

353 hedge funds and large institutions have $2.63B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

77% more capital invested

Capital invested by funds: $1.48B → $2.63B (+$1.14B)

38% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 104

10% more funds holding

Funds holding: 321353 (+32)

4.88% more ownership

Funds ownership: 67.46%72.34% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
353
Holders Change
+32
Holders Change %
+9.97%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
63
Increased
143
Reduced
104
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
201
Seaview Investment Managers
Florida
$502K +$279K +6,034 +125%
IWA
202
IVC Wealth Advisors
Pennsylvania
$498K -$1.11K -24 -0.2%
JSL
203
JT Stratford LLC
Georgia
$489K +$81.7K +1,767 +20%
MQWP
204
Morey & Quinn Wealth Partners
Nebraska
$486K +$485K +10,502 New
MAM
205
Milestone Asset Management
Pennsylvania
$484K +$17.2K +373 +4%
SWP
206
Stratos Wealth Partners
Ohio
$482K -$23.7K -512 -5%
VVP
207
Venture Visionary Partners
Ohio
$471K
FW
208
FullCircle Wealth
Texas
$469K -$1.03M -22,296 -69%
GJIA
209
Glass Jacobson Investment Advisors
Maryland
$464K -$54.2K -1,172 -10%
GSIAS
210
Garden State Investment Advisory Services
New Jersey
$455K +$25.9K +561 +6%
ACM
211
AlphaStar Capital Management
North Carolina
$455K +$455K +9,840 New
MWM
212
Mattern Wealth Management
Kansas
$453K -$43.6K -944 -9%
MOS
213
MGO One Seven
Ohio
$452K -$30.4K -657 -6%
GAA
214
Global Assets Advisory
Florida
$451K -$19.2K -416 -4%
CAL
215
Capital Analysts LLC
Pennsylvania
$441K +$21.2K +459 +5%
PFA
216
Plotkin Financial Advisors
Maryland
$440K -$64.7K -1,399 -13%
PTC
217
Private Trust Company
Ohio
$440K +$174K +3,757 +65%
SWM
218
SeaCrest Wealth Management
New York
$435K +$1.02K +22 +0.2%
KPWS
219
Kestra Private Wealth Services
Texas
$433K -$67.9K -1,469 -14%
VWS
220
Virtus Wealth Solutions
New Jersey
$432K +$432K +9,338 New
FFA
221
Farther Finance Advisors
California
$425K +$417K +9,023 +5,675%
BFA
222
Beaumont Financial Advisors
Massachusetts
$414K +$20.1K +435 +5%
WH
223
Willner & Heller
California
$410K +$7.44K +161 +2%
CP
224
Castleview Partners
Texas
$409K -$146K -3,162 -26%
Jones Financial Companies
225
Jones Financial Companies
Missouri
$402K +$223K +4,829 +125%

FTSL Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2024, worth a combined $2.63B — up 77% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FTSL positions and 25 closed out — a net gain of 38 holders — while 143 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was International Assets Investment Management, cutting an estimated $15.3M.

  • 353 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $2.63B of First Trust Senior Loan Fund ETF stock for Q4 2024, up 77% quarter-over-quarter.
  • 63 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2024 and 25 closed out, a net change of +38 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2024 was Morgan Stanley, an estimated $29M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2024 was International Assets Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.