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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

176 hedge funds and large institutions have $861M invested in First Trust Senior Loan Fund ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
176
Holders Change
-5
Holders Change %
-2.76%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
18
Increased
70
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$167M
2
OMC
2
Old Mission Capital
Illinois
$7.46M
3
AWM
3
AE Wealth Management
Kansas
$9.99M
4
RJA
4
Raymond James & Associates
Florida
$19.7M
5
CF
5
Centaurus Financial
California
$5.05M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$48.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$7.86M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.3M
4
WA
4
WESPAC Advisors
California
$0
5
SEIA
5
Signature Estate & Investment Advisors
California
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
51
USCA RIA
Texas
$2.26M +$429K +9,113 +23%
SIA
52
Strategic Investment Advisors
Michigan
$2.25M +$369K +7,819 +20%
FAAS
53
First Allied Advisory Services
California
$2.23M -$499K -10,594 -18%
TLP
54
Trinity Legacy Partners
Texas
$2.15M +$2.15M +94,269 New
JCM
55
Jacobi Capital Management
Pennsylvania
$2.12M +$510K +10,824 +32%
SEIA
56
Signature Estate & Investment Advisors
California
$2.01M -$1.97M -41,713 -49%
KWM
57
Kingsview Wealth Management
Oregon
$1.95M +$1.01M +21,332 +106%
TAM
58
Tyers Asset Management
Texas
$1.94M – – –
OWA
59
Outlook Wealth Advisors
Texas
$1.92M +$540K +11,453 +39%
WEC
60
Winslow Evans & Crocker
Massachusetts
$1.9M +$9.44K +200 +0.5%
DF
61
Donoghue Forlines
Massachusetts
$1.89M +$38.7K +822 +2%
MMHP
62
Murphy Middleton Hinkle & Parker
Georgia
$1.89M +$202K +4,296 +12%
ARG
63
Advisory Resource Group
Oklahoma
$1.89M +$820K +17,406 +77%
RCM
64
Riverhead Capital Management
Delaware
$1.73M – – –
US Bancorp
65
US Bancorp
Minnesota
$1.69M -$354K -7,522 -17%
QCIG
66
Quad-Cities Investment Group
Iowa
$1.64M +$181K +3,844 +12%
SPC
67
Sigma Planning Corp
Michigan
$1.58M -$92.5K -1,963 -6%
MML Investors Services
68
MML Investors Services
Massachusetts
$1.56M +$41.3K +877 +3%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$1.55M +$1.34M +28,382 +621%
NA
70
Neuburgh Advisers
California
$1.53M – – –
CAN
71
Cetera Advisor Networks
California
$1.49M -$12.7K -268 -0.8%
GIA
72
Gladstone Institutional Advisory
Florida
$1.44M -$781K -16,581 -35%
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$1.43M -$795K -16,875 -36%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$1.43M +$1.43M +30,321 New
CFGS
75
Concourse Financial Group Securities
Alabama
$1.35M -$158K -3,361 -11%
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