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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 %
APA
101
American Portfolios Advisors
New York
$344K +$87.2K +1,812 +34%
KA
102
Kovack Advisors
Florida
$340K +$30.9K +643 +10%
AA
103
AlphaMark Advisors
Kentucky
$320K -$12K -250 -4%
ALIONA
104
Allianz Life Insurance of North America
Minnesota
$310K +$46K +750 +17%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$309K +$309K +6,431 New
MAS
106
Madden Advisory Services
Florida
$303K – – –
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$303K – – –
SG
108
StoneX Group
New York
$299K +$90.2K +1,873 +43%
BRWA
109
B. Riley Wealth Advisors
Florida
$286K -$25.2K -522 -8%
WP
110
WealthSource Partners
California
$263K -$12.1K -252 -4%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$261K -$1.26M -26,201 -83%
KFC
112
Klingenstein Fields & Co
New York
$241K – – –
CWA
113
Clarus Wealth Advisors
Arizona
$235K +$235K +4,874 New
HPC
114
Hobart Private Capital
North Carolina
$220K -$18.7K -389 -8%
CCM
115
Crabel Capital Management
California
$216K +$216K +4,485 New
FEG
116
Financial Enhancement Group
Indiana
$201K +$201K +4,172 New
AIM
117
Advantage Investment Management
Iowa
$155K -$37.6K -782 -20%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$152K +$18.6K +385 +14%
MOS
119
MGO One Seven
Ohio
$142K +$8.99K +187 +7%
RCAG
120
Rehmann Capital Advisory Group
Michigan
$129K +$129K +2,685 New
IWM
121
IHT Wealth Management
Illinois
$122K – – –
US Bancorp
122
US Bancorp
Minnesota
$120K +$66.3K +1,382 +123%
PMFA
123
Plante Moran Financial Advisors
Michigan
$85K – – –
LGWM
124
Litman Gregory Wealth Management
California
$85K +$85K +1,775 New
WAM
125
Wealthspire Advisors (Maryland)
Maryland
$80K – – –
3 4
5
6 7