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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$33.6M
2
OMC
Old Mission Capital
Illinois
$4.64M
3
EWM
Empirical Wealth Management
Washington
$3.73M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.89M
5
BFG
Barber Financial Group
Kansas
$8.52M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$21.5M
2
CWM
Cornerstone Wealth Management
Missouri
$262K
3
MAP
Milestone Advisory Partners
North Carolina
$8.25M
4
Morgan Stanley
Morgan Stanley
New York
$145M
5
Wells Fargo
Wells Fargo
California
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$344K +$137K +2,993 +66%
Ameriprise
127
Ameriprise
Minnesota
$341K +$341K +7,483 New
QAM
128
Questar Asset Management
Minnesota
$323K +$323K +7,100 New
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$313K +$52K +1,143 +20%
BRWA
130
B. Riley Wealth Advisors
Florida
$299K +$637 +14 +0.2%
KA
131
Kovack Advisors
Florida
$290K -$3.59K -79 -1%
DI
132
DFPG Investments
Utah
$265K +$265K +5,823 New
CWM
133
Cornerstone Wealth Management
Missouri
$262K -$21.7M -469,542 -99%
WS
134
Wedbush Securities
California
$262K +$262K +5,750 New
EWF
135
Epstein & White Financial
California
$255K +$3.8K +80 +2%
RJT
136
Raymond James Trust
Florida
$254K -$97.7K -2,143 -28%
AA
137
AlphaMark Advisors
Kentucky
$243K -$19.4K -425 -7%
AFA
138
American Financial Advisors
Georgia
$243K +$243K +5,347 New
KFC
139
Klingenstein Fields & Co
New York
$228K – – –
GWMIA
140
Global Wealth Management Investment Advisory
Florida
$218K +$218K +4,793 New
SB
141
Suntrust Banks
Georgia
$215K +$215K +4,740 New
BAM
142
Belpointe Asset Management
Nevada
$199K -$285K -2,437 -59%
CWA
143
Clarus Wealth Advisors
Arizona
$196K -$4.55K -100 -2%
W
144
WealthOne
New York
$185K +$185K +4,055 New
MOS
145
MGO One Seven
Ohio
$167K +$167K +3,670 New
BFEC
146
Benjamin F. Edwards & Company
Missouri
$145K +$5.02K +110 +4%
PMFA
147
Plante Moran Financial Advisors
Michigan
$126K +$45.6K +1,000 +57%
CIAS
148
Capital Investment Advisory Services
North Carolina
$119K +$119K +2,609 New
FLI
149
Family Legacy Inc
South Carolina
$118K – – –
BFC
150
Bedel Financial Consulting
Indiana
$79K +$79K +1,731 New
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6
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