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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

176 hedge funds and large institutions have $861M invested in First Trust Senior Loan Fund ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
176
Holders Change
-5
Holders Change %
-2.76%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
18
Increased
70
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$167M
2
OMC
2
Old Mission Capital
Illinois
$7.46M
3
AWM
3
AE Wealth Management
Kansas
$9.99M
4
RJA
4
Raymond James & Associates
Florida
$19.7M
5
CF
5
Centaurus Financial
California
$5.05M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$48.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$7.86M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.3M
4
WA
4
WESPAC Advisors
California
$0
5
SEIA
5
Signature Estate & Investment Advisors
California
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
126
Golden State Wealth Management
California
$325K -$14.6K -310 -4%
BAS
127
Brown Advisory Securities
Maryland
$302K -$47.3K -1,000 -14%
GVAG
128
Great Valley Advisor Group
Delaware
$285K +$1.18K +25 +0.4%
VAG
129
VisionPoint Advisory Group
Texas
$281K +$52.5K +1,112 +23%
CA
130
Cambridge Advisors
Nebraska
$263K +$263K +5,588 New
PAG
131
Pinnacle Advisory Group
Maryland
$252K +$22.5K +479 +10%
WS
132
Wedbush Securities
California
$245K +$3.49K +74 +1%
SWM
133
Segment Wealth Management
Texas
$243K – – –
KFC
134
Klingenstein Fields & Co
New York
$236K – – –
SWAG
135
Spectrum Wealth Advisory Group
California
$234K -$750K -15,998 -76%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$231K -$903K -19,168 -80%
EWF
137
Epstein & White Financial
California
$217K -$15.1K -320 -7%
RJT
138
Raymond James Trust
Florida
$217K +$217K +4,608 New
AA
139
AlphaMark Advisors
Kentucky
$213K – – –
KA
140
Kovack Advisors
Florida
$205K +$205K +4,357 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$191K -$7.2K -153 -4%
BFEC
142
Benjamin F. Edwards & Company
Missouri
$176K +$38.7K +819 +28%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$159K +$101K +2,145 +175%
PMFA
144
Plante Moran Financial Advisors
Michigan
$130K – – –
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
TFS
146
TrustCore Financial Services
Tennessee
$98K +$98K +2,088 New
SFA
147
Semmax Financial Advisors
North Carolina
$74K -$445K -9,440 -86%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$53K – – –
AAP
149
Arax Advisory Partners
Colorado
$53K +$53K +1,124 New
CWA
150
Clarus Wealth Advisors
Arizona
$47K -$139K -2,960 -75%
4 5
6
7 8