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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

186 hedge funds and large institutions have $772M invested in First Trust Senior Loan Fund ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-19
Holders Change %
-9.27%
% of All Funds
4.11%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
21
Increased
74
Reduced
75
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$29.8M
2
MAP
Milestone Advisory Partners
North Carolina
$23.5M
3
First Trust Advisors
First Trust Advisors
Illinois
$21.9M
4
AFA
American Financial Advisors
Georgia
$18.1M
5
EWM
Empirical Wealth Management
Washington
$7.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$69.1M
2
Morgan Stanley
Morgan Stanley
New York
$157M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
BFG
Barber Financial Group
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$316K +$212K +5,198 +205%
SWP
127
Stratos Wealth Partners
Ohio
$302K -$1.67M -40,005 -85%
OPS
128
Orion Portfolio Solutions
Nebraska
$300K +$300K +7,174 New
GFPC
129
Global Financial Private Client
Florida
$294K -$2.68M -63,779 -90%
LFAS
130
Level Four Advisory Services
Texas
$290K +$97.5K +2,328 +51%
VIM
131
Vista Investment Management
Pennsylvania
$283K -$91.1K -2,178 -24%
PAG
132
Pinnacle Advisory Group
Maryland
$283K +$3.13K +75 +1%
DI
133
DFPG Investments
Utah
$282K -$29.3K -660 -9%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$277K -$295K -7,075 -52%
M&T Bank
135
M&T Bank
New York
$276K +$276K +6,609 New
VAG
136
VisionPoint Advisory Group
Texas
$275K +$23K +550 +9%
BAS
137
Brown Advisory Securities
Maryland
$272K – – –
EH
138
Equitable Holdings
New York
$262K -$32.7K -781 -11%
BFA
139
Beaumont Financial Advisors
Massachusetts
$261K -$73.4K -1,755 -22%
TW
140
Towerpoint Wealth
California
$237K +$18.7K +448 +9%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$226K -$125K -2,989 -36%
RJT
142
Raymond James Trust
Florida
$224K +$11.6K +277 +5%
MOS
143
MGO One Seven
Ohio
$218K +$16.7K +401 +8%
WS
144
Wedbush Securities
California
$213K +$460 +11 +0.2%
KFC
145
Klingenstein Fields & Co
New York
$209K – – –
W
146
WealthOne
New York
$205K +$205K +4,906 New
GSWM
147
Golden State Wealth Management
California
$203K +$203K +4,850 New
CAN
148
Claraphi Advisory Network
United States
$161K +$161K +3,851 New
US Bancorp
149
US Bancorp
Minnesota
$140K -$1.18M -28,239 -89%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$140K -$221K -5,304 -61%
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6
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