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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

150 hedge funds and large institutions have $839M invested in First Trust Senior Loan Fund ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
25
Increased
65
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$22.2M
2
TFA
2
Transamerica Financial Advisors
Florida
$11.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$11.9M
4
LPL Financial
4
LPL Financial
California
$26.1M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$10.2M

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$43.7M
5
RIG
5
RiverFront Investment Group
Virginia
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$789K -$146K -3,026 -16%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$725K -$153K -3,171 -17%
AWA
78
Arete Wealth Advisors
Illinois
$725K +$299K +6,216 +70%
SAM
79
Shamrock Asset Management
Texas
$711K +$159K +3,313 +29%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$695K -$37.7K -783 -5%
CAN
81
Cetera Advisor Networks
California
$656K -$265K -5,511 -29%
CA
82
Cetera Advisors
Colorado
$651K -$101K -2,088 -13%
DADC
83
D.A. Davidson & Co
Montana
$650K +$10.8K +225 +2%
FAIM
84
Financial Advocates Investment Management
Washington
$620K -$501K -10,403 -45%
VF
85
Virtu Financial
New York
$591K +$105K +2,187 +22%
GWM
86
Geneos Wealth Management
Colorado
$575K +$21.9K +456 +4%
OC
87
Oppenheimer & Co
New York
$560K -$105K -2,190 -16%
FFS
88
Founders Financial Securities
Maryland
$560K +$560K +11,634 New
BFA
89
Beaumont Financial Advisors
Massachusetts
$548K -$93.6K -1,946 -15%
SFS
90
Sowell Financial Services
Arkansas
$541K -$32K -664 -6%
CWM
91
Cornerstone Wealth Management
Missouri
$464K -$2.44K -51 -0.5%
BAS
92
Brown Advisory Securities
Maryland
$462K – – –
EWM
93
Empirical Wealth Management
Washington
$446K +$29.3K +608 +7%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$434K +$23.6K +490 +6%
M&T Bank
95
M&T Bank
New York
$424K +$59.6K +1,240 +16%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$402K -$681K -14,141 -63%
FA
97
FDx Advisors
Illinois
$402K -$492K -10,227 -55%
NFG
98
Next Financial Group
Texas
$379K +$379K +7,882 New
PTC
99
Private Trust Company
Ohio
$378K +$144 +3 +0%
Deutsche Bank
100
Deutsche Bank
Germany
$372K +$372K +7,732 New
2 3
4
5 6