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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

205 hedge funds and large institutions have $983M invested in First Trust Senior Loan Fund ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+31
Holders Change %
+17.82%
% of All Funds
4.05%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
50
Increased
79
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$192M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$10.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$19.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.07M
5
CS
5
Credit Suisse
Switzerland
$6.46M

Top Sellers

1
AFA
1
American Financial Advisors
Georgia
$14.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.05M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.65M
4
ASN
4
Advisory Services Network
Georgia
$1.4M
5
AIM
5
Astor Investment Management
Illinois
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
51
Aspen Investment Management
Michigan
$3.99M +$74.5K +1,555 +2%
EWM
52
Empirical Wealth Management
Washington
$3.63M -$87K -1,815 -2%
AIC
53
Ameritas Investment Company
Nebraska
$3.54M +$2.62M +54,618 +283%
TLP
54
Trinity Legacy Partners
Texas
$3.47M +$2.23M +46,407 +180%
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$3.47M +$3.47M +72,311 New
GFPC
56
Global Financial Private Client
Florida
$3.39M +$3.39M +70,777 New
FHC
57
First Heartland Consultants
Missouri
$3.27M -$109K -2,276 -3%
LSPW
58
Lake Street Private Wealth
Illinois
$3.12M +$101K +2,103 +3%
UR
59
USCA RIA
Texas
$3.07M +$848K +17,697 +38%
SPIA
60
Steward Partners Investment Advisory
New York
$3M +$150K +3,131 +5%
SCA
61
Snowden Capital Advisors
New York
$2.91M +$133K +2,768 +5%
PCWA
62
Pacific Capital Wealth Advisors
California
$2.88M +$2.88M +60,156 New
SIA
63
Strategic Investment Advisors
Michigan
$2.8M +$216K +4,505 +8%
NA
64
NewEdge Advisors
Louisiana
$2.71M -$122K -2,539 -4%
PFS
65
Prospera Financial Services
Texas
$2.64M -$6.09K -127 -0.2%
SG
66
StoneX Group
New York
$2.55M +$2.01M +41,981 +375%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$2.45M +$118K +2,463 +5%
JIP
68
Jaffetilchin Investment Partners
Florida
$2.45M +$788K +16,453 +48%
SWP
69
Stratos Wealth Partners
Ohio
$2.26M +$13.6K +284 +0.6%
GLR
70
Great Lakes Retirement
Ohio
$2.21M +$2.21M +46,105 New
DF
71
Donoghue Forlines
Massachusetts
$2.12M +$403K +8,403 +23%
CIAS
72
Capital Investment Advisory Services
North Carolina
$2.1M +$313K +6,529 +18%
JCM
73
Jacobi Capital Management
Pennsylvania
$2.06M +$136K +2,839 +7%
OWA
74
Outlook Wealth Advisors
Texas
$2.06M +$56.4K +1,177 +3%
22CM
75
20/20 Capital Management
California
$1.98M +$1.98M +41,473 New
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3
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