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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

186 hedge funds and large institutions have $772M invested in First Trust Senior Loan Fund ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-19
Holders Change %
-9.27%
% of All Funds
4.11%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
21
Increased
74
Reduced
75
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$29.8M
2
MAP
2
Milestone Advisory Partners
North Carolina
$23.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$21.9M
4
AFA
4
American Financial Advisors
Georgia
$18.1M
5
EWM
5
Empirical Wealth Management
Washington
$7.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$69.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$157M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
BFG
5
Barber Financial Group
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCWA
51
Pacific Capital Wealth Advisors
California
$2.38M -$130K -3,100 -5%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.26M +$123K +2,942 +6%
GIA
53
Gladstone Institutional Advisory
Florida
$2.25M +$1.15M +27,634 +106%
PFS
54
Prospera Financial Services
Texas
$2.23M -$67K -1,602 -3%
BFA
55
Brendel Financial Advisors
New Hampshire
$2.21M +$1.92M +46,053 +682%
FAAS
56
First Allied Advisory Services
California
$1.85M +$184K +4,393 +11%
CIAS
57
Capital Investment Advisory Services
North Carolina
$1.84M +$11K +264 +0.6%
OWA
58
Outlook Wealth Advisors
Texas
$1.68M -$119K -2,846 -7%
LSPW
59
Lake Street Private Wealth
Illinois
$1.66M -$1.05M -25,233 -39%
QCIG
60
Quad-Cities Investment Group
Iowa
$1.64M +$94.1K +2,251 +6%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.62M +$91.7K +2,193 +6%
MWM
62
McNaughton Wealth Management
California
$1.57M +$297K +7,103 +23%
FA
63
Faithward Advisors
Pennsylvania
$1.55M -$102K -2,449 -6%
MMHP
64
Murphy Middleton Hinkle & Parker
Georgia
$1.51M -$101K -2,408 -6%
AAS
65
Avantax Advisory Services
Texas
$1.42M +$775K +18,533 +120%
WEC
66
Winslow Evans & Crocker
Massachusetts
$1.41M -$42.2K -1,008 -3%
PAG
67
Private Advisory Group
Washington
$1.38M +$1.38M +32,915 New
AI
68
Atria Investments
North Carolina
$1.3M -$2.38M -57,041 -65%
RW
69
RVW Wealth
California
$1.27M +$1.27M +30,294 New
RA
70
RFG Advisory
Alabama
$1.25M +$473K +11,318 +61%
GWM
71
Geneos Wealth Management
Colorado
$1.19M -$43.4K -1,057 -4%
RFN
72
RDA Financial Network
Iowa
$1.09M +$51.8K +1,241 +5%
Ameriprise
73
Ameriprise
Minnesota
$1.06M +$11.7K +279 +1%
OMC
74
Old Mission Capital
Illinois
$1.04M +$114K +2,721 +12%
APC
75
Aspire Private Capital
North Carolina
$1.01M +$34.3K +822 +4%
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3
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