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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 %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$662K +$72.2K +1,585 +12%
APA
102
American Portfolios Advisors
New York
$649K +$23.9K +525 +4%
PWPS
103
Pinnacle Wealth Planning Services
Ohio
$641K +$641K +14,084 New
CIBC World Market
104
CIBC World Market
Ontario, Canada
$631K +$345K +7,581 +121%
SFA
105
Semmax Financial Advisors
North Carolina
$620K +$620K +13,621 New
SAM
106
Shamrock Asset Management
Texas
$601K -$27K -593 -4%
OC
107
Oppenheimer & Co
New York
$590K -$15.8K -347 -3%
HPC
108
Hobart Private Capital
North Carolina
$583K -$17.2K -377 -3%
AWA
109
Arete Wealth Advisors
Illinois
$577K -$105K -2,307 -15%
FAM
110
Formidable Asset Management
Ohio
$574K -$469K -10,300 -45%
BHWM
111
Bay Harbor Wealth Management
Maryland
$555K +$555K +12,190 New
PWM
112
PRW Wealth Management
Massachusetts
$536K +$536K +11,778 New
NCM
113
Neumann Capital Management
California
$504K +$22.8K +500 +5%
FAIM
114
Financial Advocates Investment Management
Washington
$502K -$41.3K -906 -8%
MIAN
115
Mariner Independent Advisor Network
Kansas
$502K +$502K +10,706 New
Bank of New York Mellon
116
Bank of New York Mellon
New York
$451K +$451K +9,908 New
BFA
117
Beaumont Financial Advisors
Massachusetts
$450K -$15.4K -338 -3%
WI
118
Wintrust Investments
Illinois
$425K +$425K +9,341 New
WCM
119
Weatherstone Capital Management
Colorado
$421K +$421K +8,767 New
RA
120
RFG Advisory
Alabama
$414K +$61.1K +1,343 +17%
SG
121
StoneX Group
New York
$410K +$68.2K +1,499 +20%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$405K +$405K +8,903 New
NFG
123
Next Financial Group
Texas
$385K +$385K +8,459 New
PTC
124
Private Trust Company
Ohio
$359K -$45.4K -1,000 -11%
BAS
125
Brown Advisory Securities
Maryland
$348K -$45.8K -1,000 -12%
3 4
5
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