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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

315 hedge funds and large institutions have $1.56B invested in First Trust Senior Loan Fund ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 136 reducing their positions, and 30 closing their positions.

Holders
315
Holders Change
-8
Holders Change %
-2.48%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
29
Increased
122
Reduced
136
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$22.1M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$43.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.9M
4
GAA
4
Global Assets Advisory
Florida
$10.3M
5
OCM
5
One Capital Management
California
$60.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$208M
2
Bank of America
2
Bank of America
North Carolina
$90.6M
3
Jane Street
3
Jane Street
New York
$7.52M
4
WWM
4
Wagner Wealth Management
South Carolina
$2.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$88.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$208M 4,496,052 -2,608,014 -37%
LPL Financial
2
LPL Financial
California
$116M 2,512,166 +204,759 +9%
Bank of America
3
Bank of America
North Carolina
$90.6M 1,960,879 -1,418,186 -42%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$88.7M 1,919,425 -202,633 -10%
OCM
5
One Capital Management
California
$60.1M 1,301,150 +205,823 +19%
UBS Group
6
UBS Group
Switzerland
$59.7M 1,291,687 -82,803 -6%
Wells Fargo
7
Wells Fargo
California
$58.6M 1,268,574 +62,623 +5%
First Trust Advisors
8
First Trust Advisors
Illinois
$43.2M 934,778 +266,496 +40%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$34.8M 753,742 -167,523 -18%
FAM
10
Flaharty Asset Management
Florida
$33.7M 728,531 -54,325 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$33M 714,363 +4,634 +0.7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$30.3M 655,019 +155,896 +31%
WF
13
Welch & Forbes
Massachusetts
$28M 604,916 +40,709 +7%
RJA
14
Raymond James & Associates
Florida
$23.2M 501,176 +18,725 +4%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$22.1M 478,575 +478,575 New
Renaissance Technologies
16
Renaissance Technologies
New York
$21.7M 469,100 -30,800 -6%
TPW
17
TL Private Wealth
Texas
$21.5M 464,284 +21,097 +5%
Stifel Financial
18
Stifel Financial
Missouri
$19.9M 430,132 +49,418 +13%
HTI
19
Hikari Tsushin Inc
Japan
$16.8M 363,055 +155,764 +75%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$15.9M 343,890 +56,388 +20%
KAS
21
Kestra Advisory Services
Texas
$15.8M 342,805 -5,191 -1%
CWP
22
Cyndeo Wealth Partners
Florida
$15.7M 340,080 +8,653 +3%
VCM
23
Virtue Capital Management
Tennessee
$15.6M 337,682 -65,209 -16%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$14.9M 323,042 +261,397 +424%
Truist Financial
25
Truist Financial
North Carolina
$12.6M 271,735 +35,745 +15%
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