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First Trust Senior Loan Fund ETF

120 hedge funds and large institutions have $766M invested in First Trust Senior Loan Fund ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
13
Increased
57
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFA
76
Beaumont Financial Advisors
Massachusetts
$650K 13,492 -4,063 -23%
SAM
77
Shamrock Asset Management
Texas
$582K 12,076 -18,783 -61%
SFS
78
Sowell Financial Services
Arkansas
$564K 11,675 +160 +1%
GWM
79
Geneos Wealth Management
Colorado
$505K 10,499 -165 -2%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$503K 10,442 -20,546 -66%
SPIA
81
Steward Partners Investment Advisory
New York
$503K 10,448 +10,115 +3,038%
CWM
82
Cornerstone Wealth Management
Missouri
$474K 9,863 +653 +7%
BAS
83
Brown Advisory Securities
Maryland
$462K 9,604 +2,180 +29%
AWA
84
Arete Wealth Advisors
Illinois
$452K 9,376 -780 -8%
SWP
85
Stratos Wealth Partners
Ohio
$431K 8,936 +1,873 +27%
EWM
86
Empirical Wealth Management
Washington
$414K 8,597 -90 -1%
JCM
87
Jacobi Capital Management
Pennsylvania
$393K 8,154 +7,844 +2,530%
M&T Bank
88
M&T Bank
New York
$390K 8,088 -29 -0.4%
PTC
89
Private Trust Company
Ohio
$383K 7,960
PAG
90
Private Advisory Group
Washington
$362K 7,522 -99 -1%
AA
91
AlphaMark Advisors
Kentucky
$335K 6,953 -235 -3%
KA
92
Kovack Advisors
Florida
$311K 6,456 +607 +10%
BRWA
93
B. Riley Wealth Advisors
Florida
$295K 6,101 +658 +12%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$283K 5,879 +93 +2%
AIM
95
Aspen Investment Management
Michigan
$273K 5,660
WP
96
WealthSource Partners
California
$260K 5,393 +417 +8%
KFC
97
Klingenstein Fields & Co
New York
$241K 5,000
ALIONA
98
Allianz Life Insurance of North America
Minnesota
$231K 4,800 +4,800 New
LWAC
99
Laurel Wealth Advisors (California)
California
$216K 4,502 -1,900 -30%
BTIS
100
BB&T Investment Services
North Carolina
$193K 4,006 +1,843 +85%