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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
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
Shares
Change %
CA
126
Cambridge Advisors
Nebraska
$297K +$32.1K +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 -$9.62K -203 -3%
PAG
130
Pinnacle Advisory Group
Maryland
$277K +$23K +484 +9%
M&T Bank
131
M&T Bank
New York
$270K +$270K +5,686 New
TSS
132
Two Sigma Securities
New York
$256K -$90K -1,905 -26%
AAS
133
Avantax Advisory Services
Texas
$254K +$254K +5,344 New
RJT
134
Raymond James Trust
Florida
$251K +$32.5K +685 +15%
SWM
135
Segment Wealth Management
Texas
$244K
WP
136
WealthSource Partners
California
$241K -$115K -2,419 -32%
WS
137
Wedbush Securities
California
$241K -$5.31K -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 -$94.7K -2,000 -29%
IWM
141
IHT Wealth Management
Illinois
$223K -$285K -6,020 -56%
VIM
142
Vista Investment Management
Pennsylvania
$219K +$219K +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 -$2.66K -56 -1%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$160K
BFEC
147
Benjamin F. Edwards & Company
Missouri
$145K -$32.1K -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