FTSL icon

First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

95 hedge funds and large institutions have $468M invested in First Trust Senior Loan Fund ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+14
Holders Change %
+17.28%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
24
Increased
52
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
Bank of America
2
Bank of America
North Carolina
$40M
3
AG
3
Advisor Group
Arizona
$10.6M
4
Wells Fargo
4
Wells Fargo
California
$36.1M
5
UBS Group
5
UBS Group
Switzerland
$35.8M

Top Sellers

1
MAS
1
Madden Advisory Services
Florida
$0
2
CI
2
Clal Insurance
Israel
$0
3
FTUS
3
Flow Traders U.S.
New York
$779K
4
CWM
4
Concert Wealth Management
California
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Beacon Financial Group
Texas
$3.31M +$988K +20,356 +43%
IA
27
IFP Advisors
Florida
$3.31M +$1.11M +22,773 +50%
AI
28
Atria Investments
North Carolina
$3.04M +$1.29M +26,542 +73%
FHC
29
First Heartland Consultants
Missouri
$2.93M +$2.93M +60,417 New
Jane Street
30
Jane Street
New York
$2.63M +$2.06M +42,388 +360%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$2.19M +$285K +5,869 +15%
FCM
32
Flinton Capital Management
Pennsylvania
$2.18M +$2.18M +44,880 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.07M +$1.32M +27,115 +175%
WEC
34
Winslow Evans & Crocker
Massachusetts
$1.97M +$367K +7,556 +23%
TAM
35
Tyers Asset Management
Texas
$1.79M +$1.79M +36,960 New
IH
36
IFC Holdings
Florida
$1.66M +$630K +12,969 +61%
RCM
37
Riverhead Capital Management
Delaware
$1.6M +$1.6M +33,000 New
NA
38
Neuburgh Advisers
California
$1.41M +$1.41M +29,040 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.36M +$244K +5,029 +22%
PFS
40
Prospera Financial Services
Texas
$1.29M -$3.84K -79 -0.3%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17M +$688K +14,176 +144%
PAG
42
Private Advisory Group
Washington
$1.08M +$1.08M +22,213 New
MCIM
43
Meadow Creek Investment Management
Georgia
$1.03M +$1.03M +21,120 New
BFA
44
Beaumont Financial Advisors
Massachusetts
$1.02M +$65.1K +1,340 +7%
FAAS
45
First Allied Advisory Services
California
$1.01M +$412K +8,491 +69%
SPC
46
Sigma Planning Corp
Michigan
$987K +$1.07K +22 +0.1%
HA
47
Hays Advisory
Tennessee
$939K +$939K +19,338 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$896K +$647K +13,423 +260%
HFS
49
HL Financial Services
Kentucky
$830K -$195K -4,010 -19%
FA
50
FDx Advisors
Illinois
$793K +$793K +16,332 New
1
2
3 4 5