FTSL icon

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.

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

Top Sellers

1
LPL Financial
1
LPL Financial
California
$97.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.29M
3
GAA
3
Global Assets Advisory
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$27.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$213M 4,658,294 +162,242 +4%
LPL Financial
2
LPL Financial
California
$97.8M 2,140,027 -372,139 -15%
Bank of America
3
Bank of America
North Carolina
$87.3M 1,908,774 -52,105 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$86.3M 1,887,431 -31,994 -2%
OCM
5
One Capital Management
California
$62.3M 1,362,059 +60,909 +5%
Wells Fargo
6
Wells Fargo
California
$61.5M 1,345,866 +77,292 +6%
UBS Group
7
UBS Group
Switzerland
$52.6M 1,151,293 -140,394 -11%
First Trust Advisors
8
First Trust Advisors
Illinois
$51.9M 1,134,736 +199,958 +21%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$42M 919,922 +166,180 +22%
FAM
10
Flaharty Asset Management
Florida
$33.9M 741,326 +12,795 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$33.3M 728,333 +73,314 +11%
WF
12
Welch & Forbes
Massachusetts
$28.3M 616,140 +11,224 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$27.2M 595,588 -118,775 -17%
RJA
14
Raymond James & Associates
Florida
$23.7M 519,224 +18,048 +4%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$23.7M 518,006 +39,431 +8%
HTI
16
Hikari Tsushin Inc
Japan
$23.3M 509,834 +146,779 +40%
TPW
17
TL Private Wealth
Texas
$21.4M 464,323 +39 +0%
Stifel Financial
18
Stifel Financial
Missouri
$20.7M 452,807 +22,675 +5%
VCM
19
Virtue Capital Management
Tennessee
$17.9M 390,158 +52,476 +16%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$17.7M 386,858 +42,968 +12%
KAS
21
Kestra Advisory Services
Texas
$16.3M 357,451 +14,646 +4%
CWP
22
Cyndeo Wealth Partners
Florida
$16M 349,387 +9,307 +3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$15M 328,354 +5,312 +2%
Truist Financial
24
Truist Financial
North Carolina
$12.7M 277,012 +5,277 +2%
TWP
25
Tower Wealth Partners
Pennsylvania
$10.6M 231,566 +33,841 +17%
1
2 3 4 5