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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.

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

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$376K
2
Truist Financial
2
Truist Financial
North Carolina
$3.29M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.02B 22,144 +14,396 +186%
Morgan Stanley
2
Morgan Stanley
New York
$210M 4,535,484 +626,812 +16%
LPL Financial
3
LPL Financial
California
$88.8M 1,919,381 +369,005 +24%
Bank of America
4
Bank of America
North Carolina
$86.1M 1,861,253 +72,249 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$73.3M 1,586,237 -128,969 -8%
Wells Fargo
6
Wells Fargo
California
$69.6M 1,506,182 +148,507 +11%
Raymond James Financial
7
Raymond James Financial
Florida
$66.9M 1,447,302 +1,447,302 New
First Trust Advisors
8
First Trust Advisors
Illinois
$51.4M 1,112,764 +140,722 +14%
OCM
9
One Capital Management
California
$47M 1,016,160 +19,482 +2%
UBS Group
10
UBS Group
Switzerland
$41M 886,374 -100,305 -10%
FAM
11
Flaharty Asset Management
Florida
$34.9M 755,299 +10,700 +1%
WF
12
Welch & Forbes
Massachusetts
$29.3M 633,271 +10,565 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$27.5M 594,634 +82,701 +16%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$27M 583,989 +1,516 +0.3%
HTI
15
Hikari Tsushin Inc
Japan
$26.4M 570,196 – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$26.3M 569,098 -240,490 -30%
TPW
17
TL Private Wealth
Texas
$21.7M 466,873 +7,189 +2%
Stifel Financial
18
Stifel Financial
Missouri
$20.2M 437,112 +6,182 +1%
VCM
19
Virtue Capital Management
Tennessee
$19.8M 427,308 -6,282 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$17.5M 379,121 +43,777 +13%
CWP
21
Cyndeo Wealth Partners
Florida
$17M 368,041 +3,647 +1%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$15M 323,614 -15,674 -5%
OPAM
23
Ocean Park Asset Management
California
$13.7M 296,600 +296,600 New
Renaissance Technologies
24
Renaissance Technologies
New York
$12.8M 277,693 +36,893 +15%
CICC
25
Capital Investment Counsel (Colorado)
Colorado
$12.7M 274,218 +133,813 +95%
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