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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

159 hedge funds and large institutions have $892M invested in First Trust Senior Loan Fund ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
3.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
24
Increased
77
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$72.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
LI
3
LVZ Inc
Michigan
$11.8M
4
Bank of America
4
Bank of America
North Carolina
$53.8M
5
CWM
5
Cornerstone Wealth Management
Missouri
$8.7M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$0
2
HI
2
Horizon Investments
North Carolina
$15.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.76M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$4.94M
5
PAG
5
Private Advisor Group
New Jersey
$725K
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$5K 100 – –
BCA
152
Bay Colony Advisors
Massachusetts
$4K 77 +77 New
GI
153
Gradient Investments
Minnesota
$3K 63 – –
Barclays
154
Barclays
United Kingdom
$3K 65 – –
JPMorgan Chase & Co
155
JPMorgan Chase & Co
New York
$2K 44 -44,179 -100%
AWM
156
AllSquare Wealth Management
New York
$2K 48 – –
FGAM
157
Financial Gravity Asset Management
Texas
$1K 22 – –
Citigroup
158
Citigroup
New York
$1K 23 – –
TFA
159
Transamerica Financial Advisors
Florida
– – -232,777 Closed
HPWM
160
Highland Private Wealth Management
Washington
– – -32,253 Closed
PAG
161
Private Advisory Group
Washington
– – -32,253 Closed
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
– – -14,440 Closed
VF
163
Virtu Financial
New York
– – -12,279 Closed
NFG
164
Next Financial Group
Texas
– – -7,882 Closed
RCAG
165
Rehmann Capital Advisory Group
Michigan
– – -2,685 Closed
IWM
166
IHT Wealth Management
Illinois
– – -2,545 Closed
LGWM
167
Litman Gregory Wealth Management
California
– – -1,775 Closed
AC
168
Avestar Capital
New York
– – -990 Closed
BCWM
169
Bartlett & Co Wealth Management
Ohio
– – -524 Closed
BC
170
Bartlett & Co
Ohio
– – -524 Closed
TC
171
Trilogy Capital
California
– – -214 Closed
Parallax Volatility Advisers
172
Parallax Volatility Advisers
California
$0 1 – –
3 4 5 6
7