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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

159 hedge funds and large institutions have $892M invested in First Trust Senior Loan Fund ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
3.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
24
Increased
77
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$72.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
LI
3
LVZ Inc
Michigan
$11.8M
4
Bank of America
4
Bank of America
North Carolina
$53.8M
5
CWM
5
Cornerstone Wealth Management
Missouri
$8.7M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$0
2
HI
2
Horizon Investments
North Carolina
$15.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.76M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$4.94M
5
PAG
5
Private Advisor Group
New Jersey
$725K
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94K -$306K -6,384 -77%
PMFA
127
Plante Moran Financial Advisors
Michigan
$84K – – –
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$80K – – –
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$74K +$74K +1,553 New
ADL
130
Asset Dedication LLC
California
$62K +$62K +1,305 New
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$53K -$13.3K -280 -20%
CFD
132
Creative Financial Designs
Indiana
$53K +$478 +10 +0.9%
IWP
133
Icon Wealth Partners
Texas
$50K +$50K +1,044 New
PCP
134
Proficio Capital Partners
Massachusetts
$48K – – –
BC
135
Barnett & Company
Tennessee
$46K +$46K +960 New
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$41K +$41K +865 New
RFC
137
Regions Financial Corp
Alabama
$39K – – –
AAM
138
Advisors Asset Management
Colorado
$38K +$11K +232 +41%
AWMS
139
Advocacy Wealth Management Services
Georgia
$27K – – –
HI
140
Hudock Inc
Pennsylvania
$24K – – –
OIA
141
OneDigital Investment Advisors
Kansas
$24K – – –
SWP
142
Strategic Wealth Partners
Ohio
$21K +$21K +431 New
CFG
143
CKW Financial Group
Hawaii
$19K – – –
Deutsche Bank
144
Deutsche Bank
Germany
$18K -$342K -7,345 -95%
AF
145
Advisornet Financial
Minnesota
$18K +$18K +375 New
AOWM
146
Alpha Omega Wealth Management
Virginia
$15K +$15K +310 New
SEI Investments
147
SEI Investments
Pennsylvania
$11K -$15.5K -312 -58%
FHA
148
First Horizon Advisors
Tennessee
$10K +$93 +2 +0.9%
FHA
149
Flagship Harbor Advisors
Massachusetts
$10K +$10K +211 New
VFA
150
Valeo Financial Advisors
Indiana
$6K +$1.3K +26 +28%
3 4 5
6
7