We are live on ! Find out more
FTSL icon

First Trust Senior Loan Fund ETF

142 hedge funds and large institutions have $775M invested in First Trust Senior Loan Fund ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

18% more funds holding

Funds holding: 120142 (+22)

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

1% more capital invested

Capital invested by funds: $766M → $775M (+$9.22M)

0.45% more ownership

Funds ownership: 57.48%57.92% (+0.45%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
142
Holders Change
+22
Holders Change %
+18.33%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
53
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
76
LVZ Inc
Michigan
$876K +$3.9K +81 +0.4%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$876K +$185K +3,835 +27%
UR
78
USCA RIA
Texas
$841K +$843K +17,500 New
PAG
79
Private Advisory Group
Washington
$813K +$453K +9,399 +125%
SS
80
Simplicity Solutions
Minnesota
$795K +$797K +16,540 New
PAG
81
Private Advisor Group
New Jersey
$759K -$5.33M -110,666 -88%
CA
82
Cetera Advisors
Colorado
$751K -$21.1K -437 -3%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$730K -$39K -810 -5%
OC
84
Oppenheimer & Co
New York
$664K +$13.3K +275 +2%
OMC
85
Old Mission Capital
Illinois
$641K -$2.07M -42,896 -76%
BFA
86
Beaumont Financial Advisors
Massachusetts
$641K -$7.37K -153 -1%
DADC
87
D.A. Davidson & Co
Montana
$638K -$48.2K -1,000 -7%
SFS
88
Sowell Financial Services
Arkansas
$575K +$10.7K +222 +2%
SAM
89
Shamrock Asset Management
Texas
$552K -$28K -581 -5%
GWM
90
Geneos Wealth Management
Colorado
$552K +$48.5K +1,006 +10%
Citadel Advisors
91
Citadel Advisors
Florida
$518K -$2.63M -54,531 -83%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$517K +$15.2K +316 +3%
HH
93
Hilltop Holdings
Texas
$500K -$196K -4,075 -28%
VF
94
Virtu Financial
New York
$485K -$861K -17,868 -64%
CWM
95
Cornerstone Wealth Management
Missouri
$468K -$5.93K -123 -1%
BAS
96
Brown Advisory Securities
Maryland
$462K
AWA
97
Arete Wealth Advisors
Illinois
$425K -$25.1K -521 -6%
EWM
98
Empirical Wealth Management
Washington
$416K +$3.04K +63 +0.7%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$410K +$128K +2,658 +45%
PTC
100
Private Trust Company
Ohio
$377K -$5.11K -106 -1%

FTSL Hedge Fund Activity: Q4 2017 in Review

142 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2017, worth a combined $775M — up 1.2% from $766M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FTSL positions and 9 closed out — a net gain of 22 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Aviance Capital Management, adding an estimated $8.12M. The largest seller was Stifel Financial, cutting an estimated $10.4M.

  • 142 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2017, up from 120 in Q3 2017.
  • Funds reported $775M of First Trust Senior Loan Fund ETF stock for Q4 2017, up 1.2% quarter-over-quarter.
  • 31 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2017 and 9 closed out, a net change of +22 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2017 was Aviance Capital Management, an estimated $8.12M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2017 was Stifel Financial, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2017.