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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

177 hedge funds and large institutions have $882M invested in First Trust Senior Loan Fund ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 28 closing their positions.

Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
44
Increased
52
Reduced
65
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.6M
2
1NWS
2
1 North Wealth Services
Maryland
$6.46M
3
OMC
3
Old Mission Capital
Illinois
$4.64M
4
EWM
4
Empirical Wealth Management
Washington
$3.73M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.89M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$21.5M
2
CWM
2
Cornerstone Wealth Management
Missouri
$262K
3
MAP
3
Milestone Advisory Partners
North Carolina
$8.25M
4
Morgan Stanley
4
Morgan Stanley
New York
$145M
5
Wells Fargo
5
Wells Fargo
California
$87.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$145M 3,187,596 -367,169 -10%
Wells Fargo
2
Wells Fargo
California
$87.4M 1,919,580 -363,027 -16%
Bank of America
3
Bank of America
North Carolina
$60.2M 1,322,374 +9,451 +0.7%
UBS Group
4
UBS Group
Switzerland
$39.6M 868,960 -216,895 -20%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.6M 737,692 +270,965 +58%
LPL Financial
6
LPL Financial
California
$27.9M 612,539 -43,281 -7%
RJA
7
Raymond James & Associates
Florida
$27.8M 610,738 -101,874 -14%
AIM
8
Astor Investment Management
Illinois
$24.7M 542,473 -12,142 -2%
GFPC
9
Global Financial Private Capital
Florida
$24.1M 529,870 -74,629 -12%
LI
10
LVZ Inc
Michigan
$22.7M 498,867 -1,959 -0.4%
RIG
11
RiverFront Investment Group
Virginia
$21.5M 473,286 -1,472,358 -76%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.3M 423,077 -77,901 -16%
First Trust Advisors
13
First Trust Advisors
Illinois
$18.3M 402,334 -150 -0%
WF
14
Welch & Forbes
Massachusetts
$16.9M 371,358 -28,213 -7%
Jane Street
15
Jane Street
New York
$11.9M 260,621 -5,655 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.6M 253,900 -105,773 -29%
3AM
17
3D Asset Management
Connecticut
$10.1M 221,332 -2,724 -1%
HighTower Advisors
18
HighTower Advisors
Illinois
$9.14M 200,640 +6,139 +3%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$8.89M 195,333 +72,199 +59%
TC
20
Telemus Capital
Michigan
$8.67M 190,512 +4,355 +2%
BFG
21
Barber Financial Group
Kansas
$8.52M 187,210 +57,432 +44%
BTS
22
BB&T Securities
Virginia
$8.45M 185,749 -280,101 -60%
ACM
23
Aviance Capital Management
Florida
$8.45M 185,699 -34,171 -16%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$8.33M 181,908 +1,157 +0.6%
MAP
25
Milestone Advisory Partners
North Carolina
$8.25M 181,496 -427,012 -70%
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