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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 %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$2.13M +$191K +3,961 +10%
WEC
52
Winslow Evans & Crocker
Massachusetts
$2.08M -$30K -624 -1%
WWM
53
Wagner Wealth Management
South Carolina
$2.07M +$98.9K +2,055 +5%
TAM
54
Tyers Asset Management
Texas
$1.99M – – –
CCM
55
Colorado Capital Management
Colorado
$1.93M +$618K +12,838 +47%
MML Investors Services
56
MML Investors Services
Massachusetts
$1.91M -$903K -18,769 -32%
RCM
57
Riverhead Capital Management
Delaware
$1.77M – – –
SWP
58
Stratos Wealth Partners
Ohio
$1.63M +$496K +10,306 +44%
PFS
59
Prospera Financial Services
Texas
$1.62M +$677K +14,064 +72%
NA
60
Neuburgh Advisers
California
$1.56M – – –
PAG
61
Private Advisory Group
Washington
$1.55M +$738K +15,332 +91%
HPWM
62
Highland Private Wealth Management
Washington
$1.55M +$1.55M +32,253 New
HFS
63
HL Financial Services
Kentucky
$1.44M +$53.7K +1,117 +4%
DF
64
Donoghue Forlines
Massachusetts
$1.35M +$1.35M +28,053 New
QCIG
65
Quad-Cities Investment Group
Iowa
$1.29M +$1.29M +26,896 New
DC
66
Davenport & Co
Virginia
$1.22M +$280K +5,817 +30%
MCIM
67
Meadow Creek Investment Management
Georgia
$1.13M – – –
SPC
68
Sigma Planning Corp
Michigan
$1.13M +$36.5K +758 +3%
MMHP
69
Murphy Middleton Hinkle & Parker
Georgia
$1.05M -$97.9K -2,035 -9%
UR
70
USCA RIA
Texas
$1.05M +$210K +4,370 +25%
IA
71
IFP Advisors
Florida
$1.04M – – –
JCM
72
Jacobi Capital Management
Pennsylvania
$970K +$69.6K +1,448 +8%
NWM
73
Northwest Wealth Management
Iowa
$912K -$28.7K -597 -3%
AWA
74
Acorn Wealth Advisors
Michigan
$910K -$4.91K -102 -0.5%
SS
75
Simplicity Solutions
Minnesota
$862K +$66.4K +1,381 +8%
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3
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