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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

352 hedge funds and large institutions have $2.62B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 142 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+32
Holders Change %
+10%
% of All Funds
4.69%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
63
Increased
142
Reduced
104
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.02B
2
Morgan Stanley
Morgan Stanley
New York
$210M
3
LPL Financial
LPL Financial
California
$88.8M
4
OPAM
Ocean Park Asset Management
California
$13.7M
5
IWC
Integrated Wealth Concepts
Massachusetts
$9.48M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$376K
2
Truist Financial
Truist Financial
North Carolina
$3.29M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
201
IVC Wealth Advisors
Pennsylvania
$498K -$1.11K -24 -0.2%
JSL
202
JT Stratford LLC
Georgia
$489K +$81.7K +1,767 +20%
MQWP
203
Morey & Quinn Wealth Partners
Nebraska
$486K +$486K +10,502 New
MAM
204
Milestone Asset Management
Pennsylvania
$484K +$17.2K +373 +4%
SWP
205
Stratos Wealth Partners
Ohio
$482K -$23.7K -512 -5%
VVP
206
Venture Visionary Partners
Ohio
$471K – – –
FW
207
FullCircle Wealth
Texas
$469K -$1.03M -22,296 -69%
GJIA
208
Glass Jacobson Investment Advisors
Maryland
$464K -$54.2K -1,172 -10%
GSIAS
209
Garden State Investment Advisory Services
New Jersey
$455K +$25.9K +561 +6%
ACM
210
AlphaStar Capital Management
North Carolina
$455K +$455K +9,840 New
MWM
211
Mattern Wealth Management
Kansas
$453K -$43.7K -944 -9%
MOS
212
MGO One Seven
Ohio
$452K -$30.4K -657 -6%
GAA
213
Global Assets Advisory
Florida
$451K -$19.2K -416 -4%
CAL
214
Capital Analysts LLC
Pennsylvania
$441K +$21.2K +459 +5%
PFA
215
Plotkin Financial Advisors
Maryland
$440K -$64.7K -1,399 -13%
PTC
216
Private Trust Company
Ohio
$440K +$174K +3,757 +65%
SWM
217
SeaCrest Wealth Management
New York
$435K +$1.02K +22 +0.2%
KPWS
218
Kestra Private Wealth Services
Texas
$433K -$67.9K -1,469 -14%
VWS
219
Virtus Wealth Solutions
New Jersey
$432K +$432K +9,338 New
FFA
220
Farther Finance Advisors
California
$425K +$417K +9,023 +5,675%
BFA
221
Beaumont Financial Advisors
Massachusetts
$414K +$20.1K +435 +5%
WH
222
Willner & Heller
California
$410K +$7.45K +161 +2%
CP
223
Castleview Partners
Texas
$409K -$146K -3,162 -26%
Jones Financial Companies
224
Jones Financial Companies
Missouri
$402K +$223K +4,829 +125%
PWM
225
Purus Wealth Management
California
$396K -$57.9K -1,252 -13%
7 8
9
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