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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

95 hedge funds and large institutions have $468M invested in First Trust Senior Loan Fund ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
95
Holders Change
+14
Holders Change %
+17.28%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
24
Increased
52
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
Bank of America
2
Bank of America
North Carolina
$40M
3
AG
3
Advisor Group
Arizona
$10.6M
4
Wells Fargo
4
Wells Fargo
California
$36.1M
5
UBS Group
5
UBS Group
Switzerland
$35.8M

Top Sellers

1
MAS
1
Madden Advisory Services
Florida
$0
2
CI
2
Clal Insurance
Israel
$0
3
FTUS
3
Flow Traders U.S.
New York
$779K
4
CWM
4
Concert Wealth Management
California
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$131M 2,705,392 +980,129 +57%
Bank of America
2
Bank of America
North Carolina
$40M 823,280 +389,893 +90%
Wells Fargo
3
Wells Fargo
California
$36.1M 743,559 +189,373 +34%
UBS Group
4
UBS Group
Switzerland
$35.8M 737,064 +170,039 +30%
LPL Financial
5
LPL Financial
California
$15M 308,971 +31,437 +11%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$13.8M 284,808 +99,772 +54%
Stifel Financial
7
Stifel Financial
Missouri
$12.8M 262,523 +21,805 +9%
3AM
8
3D Asset Management
Connecticut
$12.3M 253,656 -1,360 -0.5%
First Trust Advisors
9
First Trust Advisors
Illinois
$11.3M 232,451 +139,046 +149%
AG
10
Advisor Group
Arizona
$10.6M 218,115 +214,676 +6,242%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.4M 213,370 +55,068 +35%
WF
12
Welch & Forbes
Massachusetts
$9.78M 201,480 +92,025 +84%
JIP
13
Jaffetilchin Investment Partners
Florida
$8.81M 181,467 +5,274 +3%
TC
14
Telemus Capital
Michigan
$8.28M 170,565 +11,992 +8%
RJA
15
Raymond James & Associates
Florida
$7.06M 145,452 +82,309 +130%
CCA
16
Clearwater Capital Advisors
Illinois
$6.14M 126,510 +23,566 +23%
AA
17
Alesco Advisors
New York
$5.99M 123,445 +44,422 +56%
HighTower Advisors
18
HighTower Advisors
Illinois
$5.98M 123,099 +39,248 +47%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.41M 111,420 +8,071 +8%
MFS
20
MSI Financial Services
Massachusetts
$5.27M 108,543 +65,762 +154%
LA
21
LVW Advisors
New York
$5.26M 108,271 +92,151 +572%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.66M 96,038 +28,305 +42%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$3.67M 75,570 +75,570 New
PAG
24
Private Advisor Group
New Jersey
$3.45M 70,905 +57,405 +425%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$3.34M 68,761 +35,392 +106%
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