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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

177 hedge funds and large institutions have $882M invested in First Trust Senior Loan Fund ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
44
Increased
52
Reduced
65
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.6M
2
OMC
Old Mission Capital
Illinois
$4.64M
3
EWM
Empirical Wealth Management
Washington
$3.73M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.89M
5
BFG
Barber Financial Group
Kansas
$8.52M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$21.5M
2
CWM
Cornerstone Wealth Management
Missouri
$262K
3
MAP
Milestone Advisory Partners
North Carolina
$8.25M
4
Morgan Stanley
Morgan Stanley
New York
$145M
5
Wells Fargo
Wells Fargo
California
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
176
Renaissance Technologies
New York
– -$7.78M -162,000 Closed
AA
177
Alesco Advisors
New York
– -$3.05M -63,514 Closed
SIM
178
SSI Investment Management
California
– -$2.77M -57,713 Closed
DF
179
Donoghue Forlines
Massachusetts
– -$1.36M -28,298 Closed
Manulife (Manufacturers Life Insurance)
180
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.14M -23,683 Closed
AWA
181
Acorn Wealth Advisors
Michigan
– -$905K -18,907 Closed
FHB
182
First Hawaiian Bank
Hawaii
– -$789K -16,416 Closed
FTUS
183
Flow Traders U.S.
New York
– -$578K -12,021 Closed
ACG
184
Allen Capital Group
Nebraska
– -$421K -8,767 Closed
ACI
185
Alpha Cubed Investments
California
– -$374K -7,781 Closed
MAS
186
Madden Advisory Services
Florida
– -$320K -6,664 Closed
CCM
187
Crabel Capital Management
California
– -$266K -5,535 Closed
CWS
188
Cypress Wealth Services
California
– -$206K -4,297 Closed
AIM
189
Advantage Investment Management
Iowa
– -$148K -3,070 Closed
WAM
190
Wealthspire Advisors (Maryland)
Maryland
– -$80K -1,670 Closed
Toronto Dominion Bank
191
Toronto Dominion Bank
Ontario, Canada
– -$44K -923 Closed
AWMS
192
Advocacy Wealth Management Services
Georgia
– -$27K -562 Closed
OIA
193
OneDigital Investment Advisors
Kansas
– -$24K -500 Closed
CFG
194
CKW Financial Group
Hawaii
– -$19K -405 Closed
JFA
195
JNBA Financial Advisors
Minnesota
– -$15K -310 Closed
AOWM
196
Alpha Omega Wealth Management
Virginia
– -$15K -310 Closed
RCAG
197
Rehmann Capital Advisory Group
Michigan
– -$13.5K -281 Closed
RWA
198
Ropes Wealth Advisors
Massachusetts
– -$10K -200 Closed
MWPCG
199
Measured Wealth Private Client Group
New Hampshire
– -$10K -200 Closed
GI
200
Gradient Investments
Minnesota
– -$3K -63 Closed
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