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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

181 hedge funds and large institutions have $824M invested in First Trust Senior Loan Fund ETF in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 25 closing their positions.

Holders
181
Holders Change
+4
Holders Change %
+2.26%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
31
Increased
63
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFA
1
American Financial Advisors
Georgia
$27.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$159M
3
SFS
3
Sowell Financial Services
Arkansas
$3.96M
4
AWM
4
AE Wealth Management
Kansas
$4.89M
5
SEIA
5
Signature Estate & Investment Advisors
California
$3.97M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
RJA
2
Raymond James & Associates
Florida
$14.8M
3
3AM
3
3D Asset Management
Connecticut
$0
4
Jane Street
4
Jane Street
New York
$2.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$124K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$159M 3,371,736 +184,140 +6%
Wells Fargo
2
Wells Fargo
California
$87.1M 1,849,487 -70,093 -4%
Bank of America
3
Bank of America
North Carolina
$55.7M 1,183,076 -139,298 -11%
UBS Group
4
UBS Group
Switzerland
$41.2M 873,723 +4,763 +0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.4M 646,043 -91,649 -12%
LPL Financial
6
LPL Financial
California
$29.1M 616,792 +4,253 +0.7%
AFA
7
American Financial Advisors
Georgia
$27.7M 589,140 +583,793 +10,918%
AIM
8
Astor Investment Management
Illinois
$25.4M 538,523 -3,950 -0.7%
GFPC
9
Global Financial Private Capital
Florida
$25M 530,657 +787 +0.1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$18.6M 394,787 -28,290 -7%
WF
11
Welch & Forbes
Massachusetts
$17.5M 372,205 +847 +0.2%
LI
12
LVZ Inc
Michigan
$17M 360,227 -138,640 -28%
RJA
13
Raymond James & Associates
Florida
$14.8M 313,790 -296,948 -49%
First Trust Advisors
14
First Trust Advisors
Illinois
$13.3M 283,019 -119,315 -30%
HighTower Advisors
15
HighTower Advisors
Illinois
$10.7M 226,342 +25,702 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.6M 225,787 -28,113 -11%
MAP
17
Milestone Advisory Partners
North Carolina
$10.3M 217,955 +36,459 +20%
TC
18
Telemus Capital
Michigan
$8.71M 184,854 -5,658 -3%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$8.58M 181,904 -4 -0%
ACM
20
Aviance Capital Management
Florida
$7.91M 167,897 -17,802 -10%
1NWS
21
1 North Wealth Services
Maryland
$7.23M 153,559 +11,625 +8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$7.06M 149,952 -19,181 -11%
BFG
23
Barber Financial Group
Kansas
$7.04M 149,459 -37,751 -20%
CWM
24
Cranbrook Wealth Management
Michigan
$6.68M 141,832 +2,199 +2%
Stifel Financial
25
Stifel Financial
Missouri
$6.39M 135,847 -652 -0.5%
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