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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

177 hedge funds and large institutions have $882M invested in First Trust Senior Loan Fund ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 28 closing their positions.

Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
44
Increased
52
Reduced
65
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.6M
2
OMC
2
Old Mission Capital
Illinois
$4.64M
3
EWM
3
Empirical Wealth Management
Washington
$3.73M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$8.89M
5
BFG
5
Barber Financial Group
Kansas
$8.52M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$21.5M
2
CWM
2
Cornerstone Wealth Management
Missouri
$262K
3
MAP
3
Milestone Advisory Partners
North Carolina
$8.25M
4
Morgan Stanley
4
Morgan Stanley
New York
$145M
5
Wells Fargo
5
Wells Fargo
California
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$1.22M +$1.01M +22,086 +467%
JCM
77
Jacobi Capital Management
Pennsylvania
$1.19M -$391K -8,586 -25%
LPWM
78
Lake Point Wealth Management
Texas
$1.18M +$1.18M +26,005 New
SCM
79
Smith Capital Management
Arkansas
$1.17M +$1.17M +25,694 New
HIS
80
Harvest Investment Services
Illinois
$1.17M +$1.17M +24,979 New
IWM
81
IHT Wealth Management
Illinois
$1.15M +$553K +12,158 +92%
TSS
82
Two Sigma Securities
New York
$1.13M +$1.13M +24,885 New
CAN
83
Cetera Advisor Networks
California
$1.09M +$401K +8,780 +58%
APC
84
Aspire Private Capital
North Carolina
$1.09M +$1.09M +23,862 New
WWM
85
Western Wealth Management
Colorado
$1.08M +$1.08M +23,775 New
MCIM
86
Meadow Creek Investment Management
Georgia
$1.07M – – –
GWM
87
Geneos Wealth Management
Colorado
$1.05M +$423K +9,320 +68%
SFS
88
Sowell Financial Services
Arkansas
$1.04M +$1.04M +22,777 New
AT
89
Arden Trust
Delaware
$1.03M +$628K +13,794 +155%
RCG
90
Ruggie Capital Group
Florida
$969K +$808K +17,739 +501%
HFS
91
HL Financial Services
Kentucky
$968K -$297K -6,524 -23%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$959K -$337K -7,403 -26%
ARG
93
Advisory Resource Group
Oklahoma
$935K +$935K +20,544 New
AIC
94
Ameritas Investment Company
Nebraska
$912K +$912K +20,030 New
CA
95
Cetera Advisors
Colorado
$902K +$108K +2,361 +14%
DADC
96
D.A. Davidson & Co
Montana
$795K +$30.7K +675 +4%
DC
97
Davenport & Co
Virginia
$756K -$1.2M -26,310 -61%
IA
98
IFP Advisors
Florida
$733K -$331K -7,283 -31%
CAM
99
Concorde Asset Management
Michigan
$716K +$367K +8,059 +105%
NWM
100
Northwest Wealth Management
Iowa
$673K -$67.8K -1,488 -9%
2 3
4
5 6