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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

176 hedge funds and large institutions have $861M invested in First Trust Senior Loan Fund ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
176
Holders Change
-5
Holders Change %
-2.76%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
18
Increased
70
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$167M
2
OMC
2
Old Mission Capital
Illinois
$7.46M
3
AWM
3
AE Wealth Management
Kansas
$9.99M
4
RJA
4
Raymond James & Associates
Florida
$19.7M
5
CF
5
Centaurus Financial
California
$5.05M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$48.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$7.86M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.3M
4
WA
4
WESPAC Advisors
California
$0
5
SEIA
5
Signature Estate & Investment Advisors
California
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$167M 3,542,611 +170,875 +5%
Wells Fargo
2
Wells Fargo
California
$87.6M 1,859,791 +10,304 +0.6%
Bank of America
3
Bank of America
North Carolina
$48.6M 1,032,363 -150,713 -13%
UBS Group
4
UBS Group
Switzerland
$42.7M 907,086 +33,363 +4%
LPL Financial
5
LPL Financial
California
$30.8M 654,630 +37,838 +6%
AFA
6
American Financial Advisors
Georgia
$30.7M 650,908 +61,768 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$27.3M 580,034 -66,009 -10%
AIM
8
Astor Investment Management
Illinois
$25.8M 547,065 +8,542 +2%
GFPC
9
Global Financial Private Capital
Florida
$23.1M 490,519 -40,138 -8%
RJA
10
Raymond James & Associates
Florida
$19.7M 418,366 +104,576 +33%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$17.7M 375,315 -19,472 -5%
LI
12
LVZ Inc
Michigan
$17.3M 367,507 +7,280 +2%
WF
13
Welch & Forbes
Massachusetts
$17.3M 367,337 -4,868 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.3M 261,353 +35,566 +16%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$11.7M 247,261 +97,309 +65%
HighTower Advisors
16
HighTower Advisors
Illinois
$11.5M 244,165 +17,823 +8%
MAP
17
Milestone Advisory Partners
North Carolina
$11M 233,072 +15,117 +7%
AWM
18
AE Wealth Management
Kansas
$9.99M 212,010 +108,256 +104%
TC
19
Telemus Capital
Michigan
$9.53M 200,779 +15,925 +9%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$8.46M 179,244 -2,660 -1%
SS
21
Simplicity Solutions
Minnesota
$8.21M 174,239 +74,228 +74%
First Trust Advisors
22
First Trust Advisors
Illinois
$7.86M 166,860 -116,159 -41%
OMC
23
Old Mission Capital
Illinois
$7.46M 158,264 +153,077 +2,951%
BFG
24
Barber Financial Group
Kansas
$7.28M 154,388 +4,929 +3%
Stifel Financial
25
Stifel Financial
Missouri
$7.08M 150,093 +14,246 +10%
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