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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

71 hedge funds and large institutions have $258M invested in First Trust Senior Loan Fund ETF in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
25
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$11.2M
2
Wells Fargo
2
Wells Fargo
California
$20.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.42M
4
Morgan Stanley
4
Morgan Stanley
New York
$54.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.15M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
VFS
2
VSR Financial Services
Kansas
$1.04M
3
AA
3
Alesco Advisors
New York
$4.01M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.85M
5
BRWM
5
B. Riley Wealth Management
Tennessee
$703K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.8M 1,153,338 +81,933 +8%
UBS Group
2
UBS Group
Switzerland
$53.3M 1,121,859 -25,983 -2%
Wells Fargo
3
Wells Fargo
California
$20.2M 424,211 +94,142 +29%
LPL Financial
4
LPL Financial
California
$19.8M 416,624 -18,523 -4%
Bank of America
5
Bank of America
North Carolina
$15.1M 316,938 +50,626 +19%
3AM
6
3D Asset Management
Connecticut
$11.2M 235,225 +235,225 New
Stifel Financial
7
Stifel Financial
Missouri
$10.9M 230,269 -15,390 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.42M 156,181 +87,349 +127%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.95M 146,206 +37,459 +34%
JIP
10
Jaffetilchin Investment Partners
Florida
$6.44M 135,435 +1,742 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.15M 129,331 +65,365 +102%
BFA
12
Beaumont Financial Advisors
Massachusetts
$5.35M 108,634 +13,606 +14%
ASN
13
Advisory Services Network
Georgia
$4.27M 89,737 +14,497 +19%
AA
14
Alesco Advisors
New York
$4.01M 84,306 -85,579 -50%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.75M 57,775 -26,337 -31%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.85M 38,877 -60,175 -61%
MAS
17
Madden Advisory Services
Florida
$1.55M 32,682 – –
WEC
18
Winslow Evans & Crocker
Massachusetts
$1.46M 30,755 -205 -0.7%
IH
19
IFC Holdings
Florida
$1.4M 29,197 +1,278 +5%
MFS
20
MSI Financial Services
Massachusetts
$1.36M 28,581 +18,866 +194%
ACM
21
Argentus Capital Management
Texas
$1.09M 22,926 -5,521 -19%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.05M 21,934 +3,918 +22%
VFS
23
VSR Financial Services
Kansas
$1.04M 21,939 -101,480 -82%
VKH
24
Virtu KCG Holdings
New York
$1.01M 21,178 -29,769 -58%
HFS
25
HL Financial Services
Kentucky
$983K 20,685 +1,160 +6%
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