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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

205 hedge funds and large institutions have $983M invested in First Trust Senior Loan Fund ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+31
Holders Change %
+17.82%
% of All Funds
4.05%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
50
Increased
79
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$192M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$10.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$19.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.07M
5
CS
5
Credit Suisse
Switzerland
$6.46M

Top Sellers

1
AFA
1
American Financial Advisors
Georgia
$14.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.05M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.65M
4
ASN
4
Advisory Services Network
Georgia
$1.4M
5
AIM
5
Astor Investment Management
Illinois
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
126
Next Financial Group
Texas
$519K +$1.25K +26 +0.2%
MIAN
127
Mariner Independent Advisor Network
Kansas
$496K -$73.6K -1,536 -13%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$495K +$495K +10,331 New
BHWM
129
Bay Harbor Wealth Management
Maryland
$493K -$13.1K -273 -3%
PWM
130
PRW Wealth Management
Massachusetts
$469K – – –
1W
131
1776 Wealth
Georgia
$447K +$447K +9,341 New
HPC
132
Hobart Private Capital
North Carolina
$443K +$45.7K +953 +11%
MA
133
Mutual Advisors
Nebraska
$438K -$40.6K -848 -8%
VIM
134
Vista Investment Management
Pennsylvania
$429K +$208K +4,330 +94%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$415K +$254K +5,294 +157%
CA
136
Cambridge Advisors
Nebraska
$410K +$110K +2,290 +37%
LAS
137
Lloyd Advisory Services
Georgia
$406K +$406K +8,472 New
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$404K -$52.6K -1,093 -12%
UWM
139
USAdvisors Wealth Management
Minnesota
$394K +$394K +8,215 New
SWM
140
SeaCrest Wealth Management
New York
$386K +$32.7K +682 +9%
BFA
141
Beaumont Financial Advisors
Massachusetts
$383K -$18K -375 -4%
RG
142
Retirement Group
California
$382K +$382K +7,978 New
HH
143
Hilltop Holdings
Texas
$373K +$373K +7,785 New
KP
144
Keel Point
Alabama
$341K +$341K +7,106 New
DI
145
DFPG Investments
Utah
$338K +$1.74K +36 +0.5%
EH
146
Equitable Holdings
New York
$337K +$337K +7,042 New
BFA
147
Brendel Financial Advisors
New Hampshire
$324K +$324K +6,757 New
PAG
148
Pinnacle Advisory Group
Maryland
$321K +$41.5K +867 +15%
BAS
149
Brown Advisory Securities
Maryland
$307K – – –
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$293K -$903K -18,865 -76%
4 5
6
7 8