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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$179M
2
LPL Financial
2
LPL Financial
California
$71.1M
3
OCM
3
One Capital Management
California
$45.7M
4
KAS
4
Kestra Advisory Services
Texas
$3.81M
5
CCIA
5
Cherry Creek Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$179M -$34.4M -749,622 -16%
Bank of America
2
Bank of America
North Carolina
$82.1M -$5.5M -119,770 -6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$78.7M -$7.9M -172,225 -9%
LPL Financial
4
LPL Financial
California
$71.1M -$27.1M -589,651 -28%
Wells Fargo
5
Wells Fargo
California
$62.3M +$542K +11,809 +0.9%
OCM
6
One Capital Management
California
$45.7M -$16.8M -365,381 -27%
UBS Group
7
UBS Group
Switzerland
$45.3M -$7.55M -164,614 -14%
First Trust Advisors
8
First Trust Advisors
Illinois
$44.6M -$7.47M -162,694 -14%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$43.9M +$1.65M +36,035 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$37.2M +$3.73M +81,255 +11%
FAM
11
Flaharty Asset Management
Florida
$34.2M +$150K +3,273 +0.4%
WF
12
Welch & Forbes
Massachusetts
$28.6M +$301K +6,566 +1%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$26.7M +$2.96M +64,467 +12%
HTI
14
Hikari Tsushin Inc
Japan
$26.2M +$2.77M +60,362 +12%
Osaic Holdings
15
Osaic Holdings
Arizona
$23.5M -$3.84M -83,655 -14%
RJA
16
Raymond James & Associates
Florida
$21.8M -$1.99M -43,329 -8%
TPW
17
TL Private Wealth
Texas
$21.2M -$214K -4,639 -1%
VCM
18
Virtue Capital Management
Tennessee
$19.9M +$1.99M +43,432 +11%
Stifel Financial
19
Stifel Financial
Missouri
$19.8M -$1M -21,877 -5%
Truist Financial
20
Truist Financial
North Carolina
$17.6M +$4.91M +106,893 +39%
CWP
21
Cyndeo Wealth Partners
Florida
$16.7M +$689K +15,007 +4%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$15.6M -$2.18M -47,570 -12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$15.4M +$5.04M +109,801 +49%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$13.2M -$1.86M -40,639 -12%
Renaissance Technologies
25
Renaissance Technologies
New York
$11.1M +$4.74M +103,200 +75%
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