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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

142 hedge funds and large institutions have $775M invested in First Trust Senior Loan Fund ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
142
Holders Change
+22
Holders Change %
+18.33%
% of All Funds
3.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
53
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAP
1
Milestone Advisory Partners
North Carolina
$26.8M
2
ACM
2
Aviance Capital Management
Florida
$15.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11M
4
BFG
4
Barber Financial Group
Kansas
$4.52M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.51M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.69M
2
Morgan Stanley
2
Morgan Stanley
New York
$158M
3
Jane Street
3
Jane Street
New York
$3.98M
4
UBS Group
4
UBS Group
Switzerland
$43.5M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$4.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$158M 3,281,798 -176,467 -5%
RIG
2
RiverFront Investment Group
Virginia
$97.6M 2,030,960 +4,668 +0.2%
Wells Fargo
3
Wells Fargo
California
$55.7M 1,160,019 +66,187 +6%
Bank of America
4
Bank of America
North Carolina
$47.3M 984,129 +38,294 +4%
UBS Group
5
UBS Group
Switzerland
$43.5M 905,026 -123,746 -12%
RJA
6
Raymond James & Associates
Florida
$33.6M 698,884 +17,519 +3%
MAP
7
Milestone Advisory Partners
North Carolina
$26.8M 557,781 +557,781 New
LPL Financial
8
LPL Financial
California
$18.4M 384,013 -19,077 -5%
WF
9
Welch & Forbes
Massachusetts
$17.7M 369,083 +55,023 +18%
ACM
10
Aviance Capital Management
Florida
$15.1M 315,064 +168,615 +115%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.7M 305,231 -70,477 -19%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$12.8M 266,945 -16,955 -6%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$11.7M 243,606 +1,577 +0.7%
FAM
14
Flaharty Asset Management
Florida
$11.4M 237,345 +15,127 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11M 228,642 +110,443 +93%
3AM
16
3D Asset Management
Connecticut
$10.4M 215,922 +1,042 +0.5%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$9.51M 198,125 -93,898 -32%
CCA
18
Clearwater Capital Advisors
Illinois
$8.34M 173,523 -15,719 -8%
TC
19
Telemus Capital
Michigan
$8.28M 172,371 +2,820 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$7.84M 163,147 -2,484 -1%
BTS
21
BB&T Securities
Virginia
$6.92M 143,992 -2,818 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.78M 120,295 +2,169 +2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$5.48M 114,083 +15,557 +16%
BFG
24
Beacon Financial Group
Texas
$5.46M 113,740 -292 -0.3%
SI
25
SII Investments
Wisconsin
$4.74M 98,514 +27,644 +39%
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