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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

81 hedge funds and large institutions have $306M invested in First Trust Senior Loan Fund ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
39
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$83.6M
2
TC
2
Telemus Capital
Michigan
$7.69M
3
Wells Fargo
3
Wells Fargo
California
$26.9M
4
WF
4
Welch & Forbes
Massachusetts
$5.31M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$4.06M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$27.5M
2
VKH
2
Virtu KCG Holdings
New York
$425K
3
FTUS
3
Flow Traders U.S.
New York
$1.38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$83.6M 1,725,263 +296,280 +21%
UBS Group
2
UBS Group
Switzerland
$27.5M 567,025 -262,072 -32%
Wells Fargo
3
Wells Fargo
California
$26.9M 554,186 +128,666 +30%
Bank of America
4
Bank of America
North Carolina
$21M 433,387 +52,932 +14%
LPL Financial
5
LPL Financial
California
$13.5M 277,534 +42,401 +18%
3AM
6
3D Asset Management
Connecticut
$12.4M 255,016 +15,785 +7%
Stifel Financial
7
Stifel Financial
Missouri
$11.7M 240,718 +11,212 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.97M 185,036 -15,218 -8%
JIP
9
Jaffetilchin Investment Partners
Florida
$8.54M 176,193 +40,686 +30%
TC
10
Telemus Capital
Michigan
$7.69M 158,573 +158,573 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.67M 158,302 -12,715 -7%
WF
12
Welch & Forbes
Massachusetts
$5.31M 109,455 +86,180 +370%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.01M 103,349 -55,669 -35%
CCA
14
Clearwater Capital Advisors
Illinois
$4.99M 102,944 +1,133 +1%
First Trust Advisors
15
First Trust Advisors
Illinois
$4.53M 93,405 +46,238 +98%
HighTower Advisors
16
HighTower Advisors
Illinois
$4.06M 83,851 +70,288 +518%
ASN
17
Advisory Services Network
Georgia
$3.85M 79,487 -9,052 -10%
AA
18
Alesco Advisors
New York
$3.83M 79,023 -1,491 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.28M 67,733 +67,733 New
RJA
20
Raymond James & Associates
Florida
$3.06M 63,143 +38,510 +156%
BFG
21
Beacon Financial Group
Texas
$2.32M 47,816 +47,816 New
IA
22
IFP Advisors
Florida
$2.2M 45,328 +2,244 +5%
MFS
23
MSI Financial Services
Massachusetts
$2.07M 42,781 +7,034 +20%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.9M 39,132 +22,767 +139%
AI
25
Atria Investments
North Carolina
$1.75M 36,161 +9,655 +36%
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