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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 %
FAAS
51
First Allied Advisory Services
California
$2.62M -$510K -11,181 -16%
OWA
52
Outlook Wealth Advisors
Texas
$2.61M +$2.61M +5,742 New
SS
53
Simplicity Solutions
Minnesota
$2.6M -$3.13M -68,769 -55%
WA
54
WESPAC Advisors
California
$2.57M -$114K -2,507 -4%
MML Investors Services
55
MML Investors Services
Massachusetts
$2.37M -$520K -11,433 -18%
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$2.35M -$333K -7,310 -12%
AWM
57
AE Wealth Management
Kansas
$2.3M -$4.88M -107,206 -68%
FCM
58
Flinton Capital Management
Pennsylvania
$2.28M – – –
Citadel Advisors
59
Citadel Advisors
Florida
$2.19M +$1.82M +39,904 +486%
WP
60
WealthSource Partners
California
$2.01M +$1.74M +38,212 +636%
SWP
61
Stratos Wealth Partners
Ohio
$1.89M -$2.61M -57,324 -58%
TAM
62
Tyers Asset Management
Texas
$1.88M – – –
PFS
63
Prospera Financial Services
Texas
$1.84M +$133K +2,918 +8%
SEIA
64
Signature Estate & Investment Advisors
California
$1.83M +$1.83M +40,265 New
WEC
65
Winslow Evans & Crocker
Massachusetts
$1.81M -$208K -4,566 -10%
RCM
66
Riverhead Capital Management
Delaware
$1.68M – – –
MMHP
67
Murphy Middleton Hinkle & Parker
Georgia
$1.61M -$3.96K -87 -0.2%
SIA
68
Strategic Investment Advisors
Michigan
$1.58M +$1.58M +34,596 New
NA
69
Neuburgh Advisers
California
$1.48M – – –
SPC
70
Sigma Planning Corp
Michigan
$1.41M -$69.7K -1,531 -5%
QCIG
71
Quad-Cities Investment Group
Iowa
$1.38M +$137 +3 +0%
BCM
72
Bluefin Capital Management
New York
$1.37M +$1.37M +30,061 New
CFGS
73
Concourse Financial Group Securities
Alabama
$1.36M +$996K +21,898 +273%
UR
74
USCA RIA
Texas
$1.33M +$27.3K +600 +2%
KWM
75
Kingsview Wealth Management
Oregon
$1.29M +$517K +11,360 +67%
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