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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

159 hedge funds and large institutions have $892M invested in First Trust Senior Loan Fund ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
3.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
24
Increased
77
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$72.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
LI
3
LVZ Inc
Michigan
$11.8M
4
Bank of America
4
Bank of America
North Carolina
$53.8M
5
CWM
5
Cornerstone Wealth Management
Missouri
$8.7M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$0
2
HI
2
Horizon Investments
North Carolina
$15.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.76M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$4.94M
5
PAG
5
Private Advisor Group
New Jersey
$725K
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$6.22M 130,223 +15,366 +13%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$6.06M 125,957 – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.92M 123,983 +7,214 +6%
BFG
29
Barber Financial Group
Kansas
$5.62M 117,576 +40,654 +53%
CWM
30
Cranbrook Wealth Management
Michigan
$5.46M 114,269 +17,404 +18%
PI
31
PFS Investments
Georgia
$5.11M 106,649 +36,460 +52%
MIFH
32
Migdal Insurance & Financial Holdings
Israel
$4.94M 103,333 -54,561 -35%
Stifel Financial
33
Stifel Financial
Missouri
$4.76M 99,689 -55,990 -36%
AI
34
Atria Investments
North Carolina
$4.25M 88,966 +4,252 +5%
CF
35
Centaurus Financial
California
$4.01M 83,872 +9,604 +13%
AIM
36
Aspen Investment Management
Michigan
$3.64M 76,133 +16,176 +27%
CAG
37
Csenge Advisory Group
Florida
$3.61M 75,639 +75,639 New
SCA
38
Snowden Capital Advisors
New York
$3.53M 73,867 +1,894 +3%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$3.4M 71,174 +71,174 New
AA
40
Alesco Advisors
New York
$3.28M 68,682 +798 +1%
FAAS
41
First Allied Advisory Services
California
$3.2M 66,860 +5,740 +9%
ASN
42
Advisory Services Network
Georgia
$3.18M 66,365 +7,035 +12%
CCM
43
Colorado Capital Management
Colorado
$3.13M 65,443 +25,298 +63%
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$2.98M 62,330 +3,375 +6%
FHC
45
First Heartland Consultants
Missouri
$2.8M 58,673 -226 -0.4%
SIM
46
SSI Investment Management
California
$2.75M 57,438 +1,136 +2%
SPIA
47
Steward Partners Investment Advisory
New York
$2.64M 55,351 +10,102 +22%
GFPC
48
Global Financial Private Capital
Florida
$2.58M 53,899 +8,429 +19%
SWP
49
Stratos Wealth Partners
Ohio
$2.56M 53,542 +19,650 +58%
FCM
50
Flinton Capital Management
Pennsylvania
$2.39M 50,082 – –
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