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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

176 hedge funds and large institutions have $861M invested in First Trust Senior Loan Fund ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
176
Holders Change
-5
Holders Change %
-2.76%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
18
Increased
70
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$167M
2
OMC
2
Old Mission Capital
Illinois
$7.46M
3
AWM
3
AE Wealth Management
Kansas
$9.99M
4
RJA
4
Raymond James & Associates
Florida
$19.7M
5
CF
5
Centaurus Financial
California
$5.05M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$48.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$7.86M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.3M
4
WA
4
WESPAC Advisors
California
$0
5
SEIA
5
Signature Estate & Investment Advisors
California
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
151
Barnett & Company
Tennessee
$44K -$1.67K -35 -4%
FHA
152
Flagship Harbor Advisors
Massachusetts
$43K +$419 +9 +1%
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$42K +$10.8K +462 +34%
BCI
154
Brinker Capital Investments
Pennsylvania
$37K +$37K +781 New
RIA
155
Realta Investment Advisors
Delaware
$23K +$233 +5 +1%
GWMIA
156
Global Wealth Management Investment Advisory
Florida
$21K -$89.1K -1,872 -81%
William Blair & Company
157
William Blair & Company
Illinois
$19K – – –
PA
158
Parallel Advisors
California
$18K – – –
LPWM
159
Lake Point Wealth Management
Texas
$16K – – –
CAL
160
Capital Analysts LLC
Pennsylvania
$14K – – –
CFD
161
Creative Financial Designs
Indiana
$13K -$4.9K -101 -27%
AIC
162
Archer Investment Corporation
Indiana
$12K -$8.18K -178 -41%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$8K +$49 +1 +0.6%
BWM
164
BerganKDV Wealth Management
Minnesota
$8K +$8K +179 New
SQA
165
Simon Quick Advisors
New Jersey
$7.21K -$47.2K -1,002 -87%
VFA
166
Valeo Financial Advisors
Indiana
$6K – – –
AF
167
Advisornet Financial
Minnesota
$5K – – –
TFGT
168
TS Financial Group (TSFG)
Illinois
$3K – – –
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +63 New
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$2K -$8.18K -135 -80%
AWM
171
AllSquare Wealth Management
New York
$2K – – –
AAM
172
Advisors Asset Management
Colorado
$1K -$11.1K -344 -92%
GI
173
Gradient Investments
Minnesota
$1K -$2.05K -39 -67%
FGAM
174
Financial Gravity Asset Management
Texas
$1K – – –
Citigroup
175
Citigroup
New York
$1K – – –
4 5 6
7
8