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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

70 hedge funds and large institutions have $246M invested in First Trust Senior Loan Fund ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
33
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$53.8M
2
Wells Fargo
2
Wells Fargo
California
$15.5M
3
LPL Financial
3
LPL Financial
California
$20.4M
4
Bank of America
4
Bank of America
North Carolina
$12.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$50.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$4.64M
2
ACM
2
Argentus Capital Management
Texas
$1.33M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$6.27M
4
RJA
4
Raymond James & Associates
Florida
$0
5
LI
5
LVZ Inc
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
51
Private Trust Company
Ohio
$236K -$1.03K -22 -0.4%
AIG
52
American International Group
New York
$220K -$19K -407 -8%
LNC
53
Lincoln National Corp
Pennsylvania
$213K – – –
FIG
54
Fusion Investment Group
Pennsylvania
$209K +$209K +4,465 New
M&T Bank
55
M&T Bank
New York
$207K +$207K +4,420 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$140K -$94.6K -2,025 -40%
AIM
57
Advantage Investment Management
Iowa
$113K -$13.6K -290 -11%
DADC
58
D.A. Davidson & Co
Montana
$93K +$93K +2,000 New
CCS
59
Crosspoint Capital Strategies
California
$92K +$92K +1,902 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$49K -$130K -2,759 -73%
WA
61
WFG Advisors
Texas
$45K -$9.47K -200 -17%
NFG
62
Next Financial Group
Texas
$38K +$33.3K +715 +715%
Creative Planning
63
Creative Planning
Kansas
$35K +$35K +747 New
SAM
64
Shamrock Asset Management
Texas
$34K +$34K +720 New
ST
65
Smithfield Trust
Pennsylvania
$33K – – –
WRM
66
Westport Resources Management
Connecticut
$28K – – –
HNB
67
Huntington National Bank
Ohio
$14K -$14K – –
US Bancorp
68
US Bancorp
Minnesota
$9K +$9K +183 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$4K -$9.55K -191 -70%
Citigroup
70
Citigroup
New York
$2K – – –
RJA
71
Raymond James & Associates
Florida
– -$1.1M -22,774 Closed
LI
72
LVZ Inc
Michigan
– -$879K -18,206 Closed
SAM
73
Stringer Asset Management
Tennessee
– -$394K -8,168 Closed
PFS
74
Prospera Financial Services
Texas
– -$246K -5,087 Closed
ATC
75
Argent Trust Co
Tennessee
– -$227K -4,700 Closed
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