FTSL icon

First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

95 hedge funds and large institutions have $468M invested in First Trust Senior Loan Fund ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+14
Holders Change %
+17.28%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
24
Increased
52
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
Bank of America
2
Bank of America
North Carolina
$40M
3
AG
3
Advisor Group
Arizona
$10.6M
4
Wells Fargo
4
Wells Fargo
California
$36.1M
5
UBS Group
5
UBS Group
Switzerland
$35.8M

Top Sellers

1
MAS
1
Madden Advisory Services
Florida
$0
2
CI
2
Clal Insurance
Israel
$0
3
FTUS
3
Flow Traders U.S.
New York
$779K
4
CWM
4
Concert Wealth Management
California
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$234K +$234K +4,829 New
BRWA
77
B. Riley Wealth Advisors
Florida
$218K +$218K +4,482 New
NFG
78
Next Financial Group
Texas
$150K +$96K +1,972 +178%
AA
79
AlphaMark Advisors
Kentucky
$142K +$142K +2,924 New
AIM
80
Advantage Investment Management
Iowa
$121K +$6.75K +139 +6%
BFEC
81
Benjamin F. Edwards & Company
Missouri
$110K +$34.2K +704 +45%
JFGIW
82
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K +$101K +2,075 New
WA
83
WFG Advisors
Texas
$90K -$19.5K -400 -18%
IWM
84
IHT Wealth Management
Illinois
$85K +$85K +1,760 New
PCP
85
Proficio Capital Partners
Massachusetts
$49K +$49K +1,000 New
ST
86
Smithfield Trust
Pennsylvania
$34K – – –
SFS
87
Sowell Financial Services
Arkansas
$22K +$22K +446 New
US Bancorp
88
US Bancorp
Minnesota
$16K – – –
CFG
89
CKW Financial Group
Hawaii
$11K +$11K +220 New
BIG
90
Bellwether Investment Group
Tennessee
$11K +$11K +222 New
CFD
91
Creative Financial Designs
Indiana
$10K +$10K +208 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +99 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$4K – – –
AWM
94
AllSquare Wealth Management
New York
$2K +$2K +48 New
MAS
95
Madden Advisory Services
Florida
– -$1.58M -32,682 Closed
CI
96
Clal Insurance
Israel
– -$1.21M -24,982 Closed
CWM
97
Concert Wealth Management
California
– -$476K -9,779 Closed
VKH
98
Virtu KCG Holdings
New York
– -$425K -8,770 Closed
ACM
99
Argentus Capital Management
Texas
– -$285K -5,872 Closed
TRCT
100
Tower Research Capital (TRC)
New York
– -$5K -100 Closed
1 2 3
4
5