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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 %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$67K +$13.4K +280 +25%
CFD
127
Creative Financial Designs
Indiana
$53K -$38.3K -794 -42%
PCP
128
Proficio Capital Partners
Massachusetts
$48K – – –
AC
129
Avestar Capital
New York
$46K -$119K -2,565 -72%
RFC
130
Regions Financial Corp
Alabama
$39K +$39K +809 New
William Blair & Company
131
William Blair & Company
Illinois
$37K +$37K +772 New
AWMS
132
Advocacy Wealth Management Services
Georgia
$27K – – –
AAM
133
Advisors Asset Management
Colorado
$27K +$9.08K +192 +51%
SEI Investments
134
SEI Investments
Pennsylvania
$26K -$14.1K -290 -35%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$25.2K +$25.2K +524 New
BC
136
Bartlett & Co
Ohio
$25K +$25K +524 New
OIA
137
OneDigital Investment Advisors
Kansas
$24K – – –
HI
138
Hudock Inc
Pennsylvania
$24K – – –
CFG
139
CKW Financial Group
Hawaii
$19K +$7.79K +166 +69%
FHA
140
First Horizon Advisors
Tennessee
$10K +$93 +2 +0.9%
TC
141
Trilogy Capital
California
$10K +$10K +214 New
VFA
142
Valeo Financial Advisors
Indiana
$5K +$5K +94 New
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +100 New
Barclays
144
Barclays
United Kingdom
$3K – – –
GI
145
Gradient Investments
Minnesota
$3K +$3K +63 New
AWM
146
AllSquare Wealth Management
New York
$2K – – –
Citigroup
147
Citigroup
New York
$1K – – –
FGAM
148
Financial Gravity Asset Management
Texas
$1K +$1K +22 New
FGC
149
Financial Gravity Companies
Texas
$1K +$1K +22 New
FAM
150
Flaharty Asset Management
Florida
– -$11.4M -237,345 Closed
3 4 5
6
7