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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

177 hedge funds and large institutions have $882M invested in First Trust Senior Loan Fund ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 28 closing their positions.

Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
44
Increased
52
Reduced
65
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.6M
2
OMC
2
Old Mission Capital
Illinois
$4.64M
3
EWM
3
Empirical Wealth Management
Washington
$3.73M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$8.89M
5
BFG
5
Barber Financial Group
Kansas
$8.52M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$21.5M
2
CWM
2
Cornerstone Wealth Management
Missouri
$262K
3
MAP
3
Milestone Advisory Partners
North Carolina
$8.25M
4
Morgan Stanley
4
Morgan Stanley
New York
$145M
5
Wells Fargo
5
Wells Fargo
California
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$7.7M +$738K +16,210 +11%
JIP
27
Jaffetilchin Investment Partners
Florida
$7.38M -$2.36M -51,755 -24%
FEG
28
Financial Enhancement Group
Indiana
$6.82M +$7.16K +149 +0.1%
CCA
29
Clearwater Capital Advisors
Illinois
$6.67M -$1.3M -28,519 -16%
1NWS
30
1 North Wealth Services
Maryland
$6.46M +$6.46M +141,934 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$6.36M -$4.59M -100,937 -42%
CWM
32
Cranbrook Wealth Management
Michigan
$6.36M +$572K +12,576 +10%
Stifel Financial
33
Stifel Financial
Missouri
$6.21M -$3.74M -82,124 -38%
BFG
34
Beacon Financial Group
Texas
$5.58M -$174K -3,831 -3%
AG
35
Advisor Group
Arizona
$5.35M +$2.24M +49,230 +72%
MIFH
36
Migdal Insurance & Financial Holdings
Israel
$4.89M +$157K +3,451 +3%
OMC
37
Old Mission Capital
Illinois
$4.64M +$4.64M +101,964 New
CAG
38
Csenge Advisory Group
Florida
$4.49M +$414K +9,090 +10%
CCM
39
Colorado Capital Management
Colorado
$4.23M +$1.3M +28,575 +44%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$4.09M +$1.17M +25,655 +40%
LA
41
LexAurum Advisors
Kansas
$4.08M +$227K +4,992 +6%
EWM
42
Empirical Wealth Management
Washington
$3.73M +$3.31M +72,752 +783%
PAG
43
Private Advisor Group
New Jersey
$3.51M -$23.3K -511 -0.7%
AIM
44
Aspen Investment Management
Michigan
$3.48M -$178K -3,920 -5%
GIA
45
Gladstone Institutional Advisory
Florida
$3.23M +$3.23M +70,934 New
ASN
46
Advisory Services Network
Georgia
$3.02M -$11.2K -246 -0.4%
SCA
47
Snowden Capital Advisors
New York
$2.85M -$34.9K -766 -1%
FHC
48
First Heartland Consultants
Missouri
$2.84M -$107K -2,350 -4%
SPIA
49
Steward Partners Investment Advisory
New York
$2.67M +$34.3K +753 +1%
AI
50
Atria Investments
North Carolina
$2.66M +$77.3K +1,698 +3%
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