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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

70 hedge funds and large institutions have $246M invested in First Trust Senior Loan Fund ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
33
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$53.8M
2
Wells Fargo
2
Wells Fargo
California
$15.5M
3
LPL Financial
3
LPL Financial
California
$20.4M
4
Bank of America
4
Bank of America
North Carolina
$12.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$50.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$4.64M
2
ACM
2
Argentus Capital Management
Texas
$1.33M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$6.27M
4
RJA
4
Raymond James & Associates
Florida
$0
5
LI
5
LVZ Inc
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$53.8M 1,147,842 +599,314 +109%
Morgan Stanley
2
Morgan Stanley
New York
$50.2M 1,071,405 +99,649 +10%
LPL Financial
3
LPL Financial
California
$20.4M 435,147 +189,594 +77%
Wells Fargo
4
Wells Fargo
California
$15.5M 330,069 +286,981 +666%
Bank of America
5
Bank of America
North Carolina
$12.5M 266,312 +114,637 +76%
Stifel Financial
6
Stifel Financial
Missouri
$11.5M 245,659 +1,868 +0.8%
AA
7
Alesco Advisors
New York
$7.96M 169,885 +89,514 +111%
JIP
8
Jaffetilchin Investment Partners
Florida
$6.27M 133,693 -30,817 -19%
VFS
9
VSR Financial Services
Kansas
$5.79M 123,419 +40,960 +50%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.1M 108,747 +28,135 +35%
Jane Street
11
Jane Street
New York
$4.83M 103,034 +73,851 +253%
First Trust Advisors
12
First Trust Advisors
Illinois
$4.64M 99,052 -101,720 -51%
BFA
13
Beaumont Financial Advisors
Massachusetts
$4.45M 95,028 -18,328 -16%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.94M 84,112 -16,221 -16%
ASN
15
Advisory Services Network
Georgia
$3.53M 75,240 +68,612 +1,035%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.23M 68,832 +2,914 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3M 63,966 +42,649 +200%
BRWM
18
B. Riley Wealth Management
Tennessee
$2.8M 59,707 +50,207 +528%
VKH
19
Virtu KCG Holdings
New York
$2.39M 50,947 +40,360 +381%
FIM
20
Freedom Investment Management
Connecticut
$2.03M 43,356 +34,956 +416%
MAS
21
Madden Advisory Services
Florida
$1.53M 32,682 +31,672 +3,136%
WEC
22
Winslow Evans & Crocker
Massachusetts
$1.45M 30,960 +568 +2%
BTS
23
BB&T Securities
Virginia
$1.4M 29,809 +29,809 New
WA
24
WESPAC Advisors
California
$1.38M 29,387 -40 -0.1%
ACM
25
Argentus Capital Management
Texas
$1.33M 28,447 -53,478 -65%
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