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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 %
VAG
151
VisionPoint Advisory Group
Texas
$289K -$7.77K -162 -3%
GVAG
152
Great Valley Advisor Group
Delaware
$286K +$5.89K +123 +2%
TW
153
Towerpoint Wealth
California
$251K +$251K +5,234 New
WS
154
Wedbush Securities
California
$244K -$240 -5 -0.1%
RJT
155
Raymond James Trust
Florida
$243K -$10.4K -217 -4%
KFC
156
Klingenstein Fields & Co
New York
$240K – – –
FGAM
157
Financial Gravity Asset Management
Texas
$238K -$1.06K -22 -0.4%
MOS
158
MGO One Seven
Ohio
$231K +$231K +4,827 New
CAM
159
Concorde Asset Management
Michigan
$228K -$58.5K -1,218 -20%
SWM
160
Segment Wealth Management
Texas
$228K -$19.2K -400 -8%
AWA
161
Acorn Wealth Advisors
Michigan
$227K +$22.7K +472 +11%
LFAS
162
Level Four Advisory Services
Texas
$219K -$104K -2,191 -32%
WP
163
WealthSource Partners
California
$217K -$27.3K -569 -11%
AA
164
AlphaMark Advisors
Kentucky
$214K – – –
LNC
165
Lincoln National Corp
Pennsylvania
$203K +$203K +4,243 New
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$148K -$44.2K -921 -23%
BFEC
167
Benjamin F. Edwards & Company
Missouri
$132K -$14K -292 -10%
PMFA
168
Plante Moran Financial Advisors
Michigan
$132K – – –
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
IA
170
IFP Advisors
Florida
$121K -$1.38M -28,992 -92%
TFS
171
TrustCore Financial Services
Tennessee
$100K – – –
ACA
172
Aptus Capital Advisors
Alabama
$79K +$79K +1,653 New
VCP
173
Verus Capital Partners
Arizona
$73K +$73K +1,530 New
EP
174
Eudaimonia Partners
Tennessee
$63K +$63K +1,318 New
Deutsche Bank
175
Deutsche Bank
Germany
$58K +$58K +1,216 New
5 6
7
8 9