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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

205 hedge funds and large institutions have $983M invested in First Trust Senior Loan Fund ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+31
Holders Change %
+17.82%
% of All Funds
4.05%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
50
Increased
79
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$192M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$10.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$19.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.07M
5
CS
5
Credit Suisse
Switzerland
$6.46M

Top Sellers

1
AFA
1
American Financial Advisors
Georgia
$14.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.05M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.65M
4
ASN
4
Advisory Services Network
Georgia
$1.4M
5
AIM
5
Astor Investment Management
Illinois
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
76
First Allied Advisory Services
California
$1.92M -$344K -7,179 -15%
FA
77
Faithward Advisors
Pennsylvania
$1.9M -$132K -2,752 -6%
MMHP
78
Murphy Middleton Hinkle & Parker
Georgia
$1.84M +$4.36K +91 +0.2%
QCIG
79
Quad-Cities Investment Group
Iowa
$1.77M +$97.2K +2,029 +6%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$1.75M +$48.9K +1,020 +3%
WEC
81
Winslow Evans & Crocker
Massachusetts
$1.66M -$57.2K -1,192 -3%
PFA
82
Plotkin Financial Advisors
Maryland
$1.55M +$1.55M +32,377 New
US Bancorp
83
US Bancorp
Minnesota
$1.51M +$81.9K +1,708 +6%
MWM
84
McNaughton Wealth Management
California
$1.46M +$1.46M +30,477 New
SPC
85
Sigma Planning Corp
Michigan
$1.46M -$92.1K -1,922 -6%
GWM
86
Geneos Wealth Management
Colorado
$1.44M +$421K +8,792 +41%
HIS
87
Harvest Investment Services
Illinois
$1.4M +$200K +4,183 +17%
ASN
88
Advisory Services Network
Georgia
$1.4M -$3.24M -67,584 -70%
GIA
89
Gladstone Institutional Advisory
Florida
$1.25M -$13.6K -283 -1%
Ameriprise
90
Ameriprise
Minnesota
$1.2M -$9.01K -188 -0.7%
RFN
91
RDA Financial Network
Iowa
$1.2M +$23.7K +494 +2%
CFGS
92
Concourse Financial Group Securities
Alabama
$1.15M +$288K +6,011 +33%
APC
93
Aspire Private Capital
North Carolina
$1.12M +$53.1K +1,108 +5%
OMC
94
Old Mission Capital
Illinois
$1.06M +$1.06M +22,050 New
CCFM
95
Clear Creek Financial Management
Washington
$1.03M +$526K +10,951 +105%
DADC
96
D.A. Davidson & Co
Montana
$1.01M -$2.88K -60 -0.3%
SAM
97
Secure Asset Management
Michigan
$1.01M +$1.01M +21,089 New
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$963K +$963K +20,110 New
IA
99
IFG Advisory
Georgia
$926K -$32.3K -675 -3%
ECA
100
Elevated Capital Advisors
Utah
$909K +$909K +18,972 New
2 3
4
5 6