FTSL icon

First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

63 hedge funds and large institutions have $182M invested in First Trust Senior Loan Fund ETF in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
7
Increased
32
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.9M
2
Bank of America
2
Bank of America
North Carolina
$7.32M
3
UBS Group
3
UBS Group
Switzerland
$26.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$9.69M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$7.94M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
HI
2
Horizon Investments
North Carolina
$0
3
VKH
3
Virtu KCG Holdings
New York
$511K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.89M
5
FIM
5
Freedom Investment Management
Connecticut
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.9M 971,756 +199,998 +26%
UBS Group
2
UBS Group
Switzerland
$26.5M 548,528 +74,988 +16%
LPL Financial
3
LPL Financial
California
$11.8M 245,553 +27,155 +12%
Stifel Financial
4
Stifel Financial
Missouri
$11.8M 243,791 +29,061 +14%
First Trust Advisors
5
First Trust Advisors
Illinois
$9.69M 200,772 +73,510 +58%
JIP
6
Jaffetilchin Investment Partners
Florida
$7.94M 164,510 +68,395 +71%
Bank of America
7
Bank of America
North Carolina
$7.32M 151,675 +96,472 +175%
SCA
8
Strategic Capital Alternatives
United States
$6.14M 127,224 +35,787 +39%
BFA
9
Beaumont Financial Advisors
Massachusetts
$5.54M 113,356 – –
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.84M 100,333 -2,668 -3%
VFS
11
VSR Financial Services
Kansas
$3.98M 82,459 +5,743 +7%
ACM
12
Argentus Capital Management
Texas
$3.96M 81,925 +1,348 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.89M 80,612 -14,521 -15%
AA
14
Alesco Advisors
New York
$3.88M 80,371 +1,691 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.18M 65,918 +35,249 +115%
Wells Fargo
16
Wells Fargo
California
$2.08M 43,088 +37,538 +676%
WEC
17
Winslow Evans & Crocker
Massachusetts
$1.47M 30,392 +84 +0.3%
WA
18
WESPAC Advisors
California
$1.42M 29,427 -12,535 -30%
Jane Street
19
Jane Street
New York
$1.41M 29,183 +9,980 +52%
IH
20
IFC Holdings
Florida
$1.23M 25,222 +5,033 +25%
RJA
21
Raymond James & Associates
Florida
$1.1M 22,774 -3,919 -15%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.03M 21,317 +21,317 New
HA
23
Hays Advisory
Tennessee
$1.03M 21,258 +5,712 +37%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$945K 19,530 +1,431 +8%
SPC
25
Sigma Planning Corp
Michigan
$937K 19,413 -2,511 -11%
1
2 3