FTSL icon

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 %
AG
51
Advisor Group
Arizona
$2.35M 49,188 -480 -1%
WWM
52
Wagner Wealth Management
South Carolina
$2.24M 46,947 +3,871 +9%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$2.15M 45,035 -18,920 -30%
WA
54
WESPAC Advisors
California
$2.14M 44,749 -16,326 -27%
WEC
55
Winslow Evans & Crocker
Massachusetts
$2.13M 44,488 +1,250 +3%
PFS
56
Prospera Financial Services
Texas
$2.13M 44,515 +10,863 +32%
SEIA
57
Signature Estate & Investment Advisors
California
$2M 41,757 +41,757 New
TAM
58
Tyers Asset Management
Texas
$1.97M 41,244 – –
MML Investors Services
59
MML Investors Services
Massachusetts
$1.84M 38,574 -1,031 -3%
RCM
60
Riverhead Capital Management
Delaware
$1.76M 36,800 – –
DC
61
Davenport & Co
Virginia
$1.72M 36,004 +10,711 +42%
Jane Street
62
Jane Street
New York
$1.56M 32,710 +32,710 New
NA
63
Neuburgh Advisers
California
$1.55M 32,406 – –
SPC
64
Sigma Planning Corp
Michigan
$1.43M 29,863 +6,493 +28%
QCIG
65
Quad-Cities Investment Group
Iowa
$1.4M 29,438 +2,542 +9%
DF
66
Donoghue Forlines
Massachusetts
$1.39M 28,997 +944 +3%
HFS
67
HL Financial Services
Kentucky
$1.36M 28,398 -1,428 -5%
MMHP
68
Murphy Middleton Hinkle & Parker
Georgia
$1.32M 27,591 +5,705 +26%
JCM
69
Jacobi Capital Management
Pennsylvania
$1.23M 25,816 +5,644 +28%
IA
70
IFP Advisors
Florida
$1.18M 24,638 +3,081 +14%
MCIM
71
Meadow Creek Investment Management
Georgia
$1.13M 23,568 – –
UR
72
USCA RIA
Texas
$1.1M 22,970 +1,100 +5%
NWM
73
Northwest Wealth Management
Iowa
$945K 19,784 +823 +4%
AWA
74
Acorn Wealth Advisors
Michigan
$903K 18,907 – –
KWM
75
Kingsview Wealth Management
Oregon
$843K 17,644 +17,644 New
1 2
3
4 5