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First Trust Senior Loan Fund ETF

181 hedge funds and large institutions have $824M invested in First Trust Senior Loan Fund ETF in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+4
Holders Change %
+2.26%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
31
Increased
63
Reduced
66
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
126
Level Four Advisory Services
Texas
$239K +$239K +5,233 New
KFC
127
Klingenstein Fields & Co
New York
$236K
EWF
128
Epstein & White Financial
California
$234K -$21.8K -457 -9%
PAG
129
Pinnacle Advisory Group
Maryland
$230K +$230K +4,877 New
VAG
130
VisionPoint Advisory Group
Texas
$228K +$228K +4,842 New
Bank of New York Mellon
131
Bank of New York Mellon
New York
$215K -$251K -5,338 -54%
AA
132
AlphaMark Advisors
Kentucky
$213K -$37.8K -803 -15%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$198K -$126K -2,671 -39%
CWA
134
Clarus Wealth Advisors
Arizona
$187K -$16.5K -350 -8%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$137K -$12.7K -269 -8%
PGA
136
Premia Global Advisors
Florida
$132K +$132K +2,818 New
PMFA
137
Plante Moran Financial Advisors
Michigan
$130K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$124K -$9.25M -192,749 -99%
NFG
139
Next Financial Group
Texas
$124K -$275K -5,832 -69%
NFH
140
NEXT Financial Holdings
Texas
$124K +$124K +2,627 New
RCG
141
Ruggie Capital Group
Florida
$112K -$893K -18,910 -89%
GWMIA
142
Global Wealth Management Investment Advisory
Florida
$109K -$117K -2,480 -52%
CF
143
Centaurus Financial
California
$108K +$13.4K +630 +14%
PAI
144
Pittenger & Anderson Inc
Nebraska
$84K +$84K +1,787 New
BFC
145
Bedel Financial Consulting
Indiana
$82K
SHIM
146
Stone House Investment Management
Pennsylvania
$70K +$70K +1,480 New
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$63K +$63K +1,342 New
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$58K +$58K +1,224 New
SQA
149
Simon Quick Advisors
New Jersey
$54K +$54K +1,155 New
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$53K