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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

159 hedge funds and large institutions have $892M invested in First Trust Senior Loan Fund ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
3.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
24
Increased
77
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$72.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
LI
3
LVZ Inc
Michigan
$11.8M
4
Bank of America
4
Bank of America
North Carolina
$53.8M
5
CWM
5
Cornerstone Wealth Management
Missouri
$8.7M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$0
2
HI
2
Horizon Investments
North Carolina
$15.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.76M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$4.94M
5
PAG
5
Private Advisor Group
New Jersey
$725K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$163M 3,420,859 +268,227 +9%
RIG
2
RiverFront Investment Group
Virginia
$93.9M 1,966,149 +6,033 +0.3%
Wells Fargo
3
Wells Fargo
California
$72.1M 1,509,118 +287,602 +24%
Bank of America
4
Bank of America
North Carolina
$53.8M 1,126,010 +217,301 +24%
UBS Group
5
UBS Group
Switzerland
$46.1M 964,131 +44,220 +5%
RJA
6
Raymond James & Associates
Florida
$38.8M 811,748 +52,466 +7%
MAP
7
Milestone Advisory Partners
North Carolina
$29.3M 613,266 -14,334 -2%
LPL Financial
8
LPL Financial
California
$26.6M 556,706 +15,033 +3%
WF
9
Welch & Forbes
Massachusetts
$19.2M 401,793 +29,142 +8%
First Trust Advisors
10
First Trust Advisors
Illinois
$17.4M 363,355 +115,508 +47%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$17M 355,501 +4,345 +1%
HI
12
Horizon Investments
North Carolina
$15.8M 332,001 -128,904 -28%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$15.2M 318,879 +21,927 +7%
ACM
14
Aviance Capital Management
Florida
$13.1M 273,304 -45,407 -14%
BTS
15
BB&T Securities
Virginia
$12.9M 270,693 +116,017 +75%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$12.6M 262,989 +16,457 +7%
LI
17
LVZ Inc
Michigan
$11.8M 284,014 +260,207 +1,093%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$11.5M 240,289 +13,447 +6%
3AM
19
3D Asset Management
Connecticut
$10.7M 224,528 +1,060 +0.5%
JIP
20
Jaffetilchin Investment Partners
Florida
$10.2M 214,029 +2,315 +1%
HighTower Advisors
21
HighTower Advisors
Illinois
$9.09M 190,255 +22,778 +14%
TC
22
Telemus Capital
Michigan
$8.77M 183,488 +6,334 +4%
CWM
23
Cornerstone Wealth Management
Missouri
$8.7M 415,697 +406,008 +4,190%
CCA
24
Clearwater Capital Advisors
Illinois
$8.7M 182,028 +2,722 +2%
BFG
25
Beacon Financial Group
Texas
$6.23M 130,461 +677 +0.5%
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