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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

174 hedge funds and large institutions have $690M invested in First Trust Senior Loan Fund ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 86 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-12
Holders Change %
-6.45%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
19
Increased
55
Reduced
86
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$30.4M
2
Truist Financial
2
Truist Financial
North Carolina
$13.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.92M
4
GIA
4
Gladstone Institutional Advisory
Florida
$8.85M
5
PP
5
Prudential plc
United Kingdom
$6.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$126M
2
Jane Street
2
Jane Street
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$46.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.02M
5
GFPC
5
Global Financial Private Capital
Florida
$2.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
76
Triton Wealth Management
Arizona
$918K -$64.4K -1,402 -7%
CCFM
77
Clear Creek Financial Management
Washington
$915K +$37.9K +841 +4%
RA
78
RFG Advisory
Alabama
$914K -$431K -9,555 -32%
SIA
79
Strategic Investment Advisors
Michigan
$909K -$1.9M -42,094 -68%
RFN
80
RDA Financial Network
Iowa
$893K -$288K -6,373 -24%
AAS
81
Avantax Advisory Services
Texas
$879K -$653K -14,484 -43%
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$875K -$21.2K -470 -2%
Renaissance Technologies
83
Renaissance Technologies
New York
$844K +$844K +18,700 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$834K +$682K +15,116 +450%
SCM
85
Smith Capital Management
Arkansas
$827K -$23.2K -515 -3%
BRWA
86
B. Riley Wealth Advisors
Florida
$818K +$109K +2,421 +15%
SPC
87
Sigma Planning Corp
Michigan
$787K -$264K -5,842 -25%
DADC
88
D.A. Davidson & Co
Montana
$758K -$53.7K -1,190 -7%
PWM
89
PRW Wealth Management
Massachusetts
$735K +$735K +16,300 New
JIP
90
Jaffetilchin Investment Partners
Florida
$682K -$56.1K -1,245 -8%
IAIM
91
International Assets Investment Management
Florida
$674K +$132K +2,921 +24%
DC
92
Davenport & Co
Virginia
$669K +$12.3K +272 +2%
HH
93
Hilltop Holdings
Texas
$653K +$249K +5,517 +62%
IA
94
IFG Advisory
Georgia
$648K -$31.8K -705 -5%
P
95
&Partners
Tennessee
$642K +$642K +14,225 New
PTC
96
Private Trust Company
Ohio
$616K +$177K +3,895 +40%
PAG
97
Private Advisor Group
New Jersey
$600K +$7.4K +164 +1%
CFGS
98
Concourse Financial Group Securities
Alabama
$577K -$263K -5,829 -31%
RG
99
Retirement Group
California
$567K +$567K +12,557 New
ECA
100
Elevated Capital Advisors
Utah
$534K +$534K +11,479 New
2 3
4
5 6