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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 %
FTUS
51
Flow Traders U.S.
New York
$779K -$600K -12,348 -43%
WI
52
Wintrust Investments
Illinois
$755K -$138K -2,847 -15%
DADC
53
D.A. Davidson & Co
Montana
$737K +$291K +6,000 +65%
OC
54
Oppenheimer & Co
New York
$693K +$59.3K +1,222 +9%
SAM
55
Shamrock Asset Management
Texas
$622K +$138K +2,851 +29%
CPP
56
Crow Point Partners
Massachusetts
$611K +$326K +6,714 +114%
CA
57
Cetera Advisors
Colorado
$534K +$164K +3,369 +44%
HH
58
Hilltop Holdings
Texas
$505K – – –
CIBC World Market
59
CIBC World Market
Ontario, Canada
$498K -$10.2K -210 -2%
SI
60
SII Investments
Wisconsin
$489K +$191K +3,921 +64%
NPC
61
National Planning Corporation
California
$478K +$94K +1,938 +24%
EWM
62
Empirical Wealth Management
Washington
$451K – – –
PTC
63
Private Trust Company
Ohio
$440K +$97.8K +2,017 +29%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$409K +$16.6K +342 +4%
M&T Bank
65
M&T Bank
New York
$404K +$35.1K +723 +10%
CAN
66
Cetera Advisor Networks
California
$399K -$251K -5,186 -39%
AAM
67
Advisors Asset Management
Colorado
$390K -$15.6K -322 -4%
GWM
68
Geneos Wealth Management
Colorado
$376K +$31.1K +642 +9%
WA
69
WESPAC Advisors
California
$323K -$22.6K -467 -7%
AIM
70
Aspen Investment Management
Michigan
$318K – – –
BTS
71
BB&T Securities
Virginia
$307K – – –
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$283K +$283K +5,845 New
DC
73
Davenport & Co
Virginia
$280K +$280K +5,773 New
KA
74
Kovack Advisors
Florida
$256K +$51.9K +1,068 +25%
KFC
75
Klingenstein Fields & Co
New York
$243K – – –
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3
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