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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

150 hedge funds and large institutions have $839M invested in First Trust Senior Loan Fund ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
25
Increased
65
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$22.2M
2
TFA
2
Transamerica Financial Advisors
Florida
$11.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$11.9M
4
LPL Financial
4
LPL Financial
California
$26.1M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$10.2M

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$43.7M
5
RIG
5
RiverFront Investment Group
Virginia
$94.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$152M 3,152,632 -129,166 -4%
RIG
2
RiverFront Investment Group
Virginia
$94.3M 1,960,116 -70,844 -3%
Wells Fargo
3
Wells Fargo
California
$58.8M 1,221,516 +61,497 +5%
UBS Group
4
UBS Group
Switzerland
$44.3M 919,911 +14,885 +2%
Bank of America
5
Bank of America
North Carolina
$43.7M 908,709 -75,420 -8%
RJA
6
Raymond James & Associates
Florida
$36.5M 759,282 +60,398 +9%
MAP
7
Milestone Advisory Partners
North Carolina
$30.2M 627,600 +69,819 +13%
LPL Financial
8
LPL Financial
California
$26.1M 541,673 +157,660 +41%
HI
9
Horizon Investments
North Carolina
$22.2M 460,905 +460,905 New
WF
10
Welch & Forbes
Massachusetts
$17.9M 372,651 +3,568 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$16.9M 351,156 +84,211 +32%
ACM
12
Aviance Capital Management
Florida
$15.3M 318,711 +3,647 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14.3M 296,952 -8,279 -3%
First Trust Advisors
14
First Trust Advisors
Illinois
$11.9M 247,847 +189,454 +324%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11.9M 246,532 +17,890 +8%
TFA
16
Transamerica Financial Advisors
Florida
$11.2M 232,777 +232,777 New
LI
17
LVZ Inc
Michigan
$11.1M 23,807 +5,567 +31%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$10.9M 226,842 -16,764 -7%
3AM
19
3D Asset Management
Connecticut
$10.7M 223,468 +7,546 +3%
JIP
20
Jaffetilchin Investment Partners
Florida
$10.2M 211,714 +123,463 +140%
CCA
21
Clearwater Capital Advisors
Illinois
$8.63M 179,306 +5,783 +3%
TC
22
Telemus Capital
Michigan
$8.53M 177,154 +4,783 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$8.05M 167,477 +4,330 +3%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$7.6M 157,894 -40,231 -20%
Stifel Financial
25
Stifel Financial
Missouri
$7.5M 155,679 +58,051 +59%
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