We are live on ! Find out more
FTSL icon

First Trust Senior Loan Fund ETF

174 hedge funds and large institutions have $870M invested in First Trust Senior Loan Fund ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.99% more ownership

Funds ownership: 53.13%54.12% (+0.99%)

1% more capital invested

Capital invested by funds: $861M → $870M (+$8.29M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 176174 (-2)

24% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 76

Holders
174
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
16
Increased
58
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Cambridge Advisors
Nebraska
$297K +$32K +677 +12%
VAG
127
VisionPoint Advisory Group
Texas
$293K +$11K +232 +4%
CAM
128
Concorde Asset Management
Michigan
$283K -$314K -6,629 -53%
GVAG
129
Great Valley Advisor Group
Delaware
$277K -$9.61K -203 -3%
PAG
130
Pinnacle Advisory Group
Maryland
$277K +$22.9K +484 +9%
M&T Bank
131
M&T Bank
New York
$270K +$269K +5,686 New
TSS
132
Two Sigma Securities
New York
$256K -$90.2K -1,905 -26%
AAS
133
Avantax Advisory Services
Texas
$254K +$253K +5,344 New
RJT
134
Raymond James Trust
Florida
$251K +$32.4K +685 +15%
SWM
135
Segment Wealth Management
Texas
$244K
WP
136
WealthSource Partners
California
$241K -$114K -2,419 -32%
WS
137
Wedbush Securities
California
$241K -$5.3K -112 -2%
KFC
138
Klingenstein Fields & Co
New York
$237K
FGAM
139
Financial Gravity Asset Management
Texas
$236K +$235K +4,959 +22,541%
GSWM
140
Golden State Wealth Management
California
$232K -$94.6K -2,000 -29%
IWM
141
IHT Wealth Management
Illinois
$223K -$285K -6,020 -56%
VIM
142
Vista Investment Management
Pennsylvania
$219K +$218K +4,615 New
AA
143
AlphaMark Advisors
Kentucky
$212K -$2.37K -50 -1%
AWA
144
Acorn Wealth Advisors
Michigan
$201K +$201K +4,246 New
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$190K -$2.65K -56 -1%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$160K
BFEC
147
Benjamin F. Edwards & Company
Missouri
$145K -$32K -676 -18%
PMFA
148
Plante Moran Financial Advisors
Michigan
$131K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$124K
TFS
150
TrustCore Financial Services
Tennessee
$99K

FTSL Hedge Fund Activity: Q3 2019 in Review

174 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q3 2019, worth a combined $870M — up 0.96% from $861M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FTSL and 16 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 58 added.

The largest buyer was Flaharty Asset Management, opening a new position worth an estimated $12.2M. The largest seller was LVZ Inc, cutting an estimated $16.1M.

  • 174 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q3 2019, down from 176 in Q2 2019.
  • Funds reported $870M of First Trust Senior Loan Fund ETF stock for Q3 2019, up 0.96% quarter-over-quarter.
  • 16 funds opened new First Trust Senior Loan Fund ETF positions in Q3 2019 and 17 closed out, a net change of -1 holder.
  • The largest First Trust Senior Loan Fund ETF buyer in Q3 2019 was Flaharty Asset Management, an estimated $12.2M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q3 2019 was LVZ Inc, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2019.