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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

159 hedge funds and large institutions have $892M invested in First Trust Senior Loan Fund ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
3.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
24
Increased
77
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$72.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
LI
3
LVZ Inc
Michigan
$11.8M
4
Bank of America
4
Bank of America
North Carolina
$53.8M
5
CWM
5
Cornerstone Wealth Management
Missouri
$8.7M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$0
2
HI
2
Horizon Investments
North Carolina
$15.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.76M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$4.94M
5
PAG
5
Private Advisor Group
New Jersey
$725K
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
76
Arete Wealth Advisors
Illinois
$755K 15,803 +732 +5%
FEG
77
Financial Enhancement Group
Indiana
$754K 15,774 +11,602 +278%
SS
78
Simplicity Solutions
Minnesota
$750K 15,692 -2,229 -12%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$749K 15,673 +609 +4%
PAG
80
Private Advisor Group
New Jersey
$725K 15,170 -54,261 -78%
SAM
81
Shamrock Asset Management
Texas
$694K 14,522 -286 -2%
CA
82
Cetera Advisors
Colorado
$675K 14,139 +626 +5%
DADC
83
D.A. Davidson & Co
Montana
$670K 14,035 +525 +4%
FFS
84
Founders Financial Securities
Maryland
$664K 13,896 +2,262 +19%
GWM
85
Geneos Wealth Management
Colorado
$645K 13,506 +1,545 +13%
AWM
86
AE Wealth Management
Kansas
$623K 13,045 -3,343 -20%
SFS
87
Sowell Financial Services
Arkansas
$619K 12,871 +1,638 +15%
CAN
88
Cetera Advisor Networks
California
$609K 12,685 -933 -7%
FAIM
89
Financial Advocates Investment Management
Washington
$589K 12,325 -555 -4%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$566K 11,852 +2,825 +31%
OC
91
Oppenheimer & Co
New York
$547K 11,455 -180 -2%
BFA
92
Beaumont Financial Advisors
Massachusetts
$512K 10,723 -670 -6%
FA
93
FDx Advisors
Illinois
$508K 10,635 +2,273 +27%
NCM
94
Neumann Capital Management
California
$505K 10,570 +10,570 New
ACG
95
Allen Capital Group
Nebraska
$443K 9,275 +9,275 New
BAS
96
Brown Advisory Securities
Maryland
$413K 8,604 -1,000 -10%
EWM
97
Empirical Wealth Management
Washington
$386K 8,078 -1,190 -13%
PTC
98
Private Trust Company
Ohio
$379K 7,944 +87 +1%
RJT
99
Raymond James Trust
Florida
$367K 7,698 +7,698 New
AA
100
AlphaMark Advisors
Kentucky
$323K 6,753 +100 +2%
2 3
4
5 6