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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

150 hedge funds and large institutions have $839M invested in First Trust Senior Loan Fund ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
25
Increased
65
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$22.2M
2
TFA
2
Transamerica Financial Advisors
Florida
$11.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$11.9M
4
LPL Financial
4
LPL Financial
California
$26.1M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$10.2M

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$43.7M
5
RIG
5
RiverFront Investment Group
Virginia
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$7.44M +$514K +10,684 +7%
BFG
27
Beacon Financial Group
Texas
$6.25M +$772K +16,044 +14%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$6.06M +$571K +11,874 +10%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$5.62M -$170K -3,526 -3%
Renaissance Technologies
30
Renaissance Technologies
New York
$5.53M +$2.01M +41,857 +57%
CWM
31
Cranbrook Wealth Management
Michigan
$4.66M +$1.39M +28,985 +43%
AI
32
Atria Investments
North Carolina
$4.08M +$564K +11,730 +16%
BFG
33
Barber Financial Group
Kansas
$3.7M -$828K -17,213 -18%
CF
34
Centaurus Financial
California
$3.57M +$768K +15,969 +27%
SCA
35
Snowden Capital Advisors
New York
$3.46M -$793K -16,473 -19%
PI
36
PFS Investments
Georgia
$3.38M +$3.38M +70,189 New
PAG
37
Private Advisor Group
New Jersey
$3.34M +$2.58M +53,685 +341%
AA
38
Alesco Advisors
New York
$3.27M -$764K -15,879 -19%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.08M +$194K +4,026 +7%
FAAS
40
First Allied Advisory Services
California
$2.94M +$111K +2,315 +4%
WA
41
WESPAC Advisors
California
$2.94M +$1.47M +30,545 +100%
AIM
42
Aspen Investment Management
Michigan
$2.89M +$1.42M +29,447 +97%
ASN
43
Advisory Services Network
Georgia
$2.86M +$770 +16 +0%
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$2.84M -$44.5K -925 -2%
FHC
45
First Heartland Consultants
Missouri
$2.83M -$6.64K -138 -0.2%
SIM
46
SSI Investment Management
California
$2.71M +$1.15M +23,844 +73%
FCM
47
Flinton Capital Management
Pennsylvania
$2.41M – – –
AG
48
Advisor Group
Arizona
$2.39M +$481K +9,990 +25%
GFPC
49
Global Financial Private Capital
Florida
$2.19M -$114K -2,371 -5%
SPIA
50
Steward Partners Investment Advisory
New York
$2.18M +$1.04M +21,707 +92%
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