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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

72 hedge funds and large institutions have $266M invested in First Trust Senior Loan Fund ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
33
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$68.2M
2
CCA
2
Clearwater Capital Advisors
Illinois
$4.87M
3
FTUS
3
Flow Traders U.S.
New York
$4.62M
4
VKH
4
Virtu KCG Holdings
New York
$4.89M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.56M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$39.6M
2
LPL Financial
2
LPL Financial
California
$11.3M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$1.12M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
LI
5
LVZ Inc
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$68.2M 1,428,983 +275,645 +24%
UBS Group
2
UBS Group
Switzerland
$39.6M 829,097 -292,762 -26%
Wells Fargo
3
Wells Fargo
California
$20.3M 425,520 +1,309 +0.3%
Bank of America
4
Bank of America
North Carolina
$18.2M 380,455 +63,517 +20%
3AM
5
3D Asset Management
Connecticut
$11.4M 239,231 +4,006 +2%
LPL Financial
6
LPL Financial
California
$11.3M 235,133 -181,491 -44%
Stifel Financial
7
Stifel Financial
Missouri
$11M 229,506 -763 -0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.56M 200,254 +70,923 +55%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.16M 171,017 +24,811 +17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.59M 159,018 +2,837 +2%
JIP
11
Jaffetilchin Investment Partners
Florida
$6.47M 135,507 +72 +0.1%
VKH
12
Virtu KCG Holdings
New York
$4.89M 102,280 +81,102 +383%
CCA
13
Clearwater Capital Advisors
Illinois
$4.87M 101,811 +101,811 New
FTUS
14
Flow Traders U.S.
New York
$4.62M 96,600 +96,600 New
ASN
15
Advisory Services Network
Georgia
$4.23M 88,539 -1,198 -1%
AA
16
Alesco Advisors
New York
$3.84M 80,514 -3,792 -4%
First Trust Advisors
17
First Trust Advisors
Illinois
$2.25M 47,167 +8,290 +21%
IA
18
IFP Advisors
Florida
$2.06M 43,084 +29,788 +224%
MFS
19
MSI Financial Services
Massachusetts
$1.71M 35,747 +7,166 +25%
MAS
20
Madden Advisory Services
Florida
$1.56M 32,682 – –
WEC
21
Winslow Evans & Crocker
Massachusetts
$1.48M 31,032 +277 +0.9%
AI
22
Atria Investments
North Carolina
$1.27M 26,506 +8,749 +49%
RJA
23
Raymond James & Associates
Florida
$1.18M 24,633 +5,205 +27%
BFA
24
Beaumont Financial Advisors
Massachusetts
$1.12M 23,381 -85,253 -78%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.11M 23,270 +15,823 +212%
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