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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

174 hedge funds and large institutions have $870M invested in First Trust Senior Loan Fund ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 17 closing their positions.

Holders
174
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
16
Increased
58
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAM
1
Flaharty Asset Management
Florida
$12.3M
2
MAP
2
Milestone Advisory Partners
North Carolina
$19.8M
3
1NWS
3
1 North Wealth Services
Maryland
$7.42M
4
SFS
4
Sowell Financial Services
Arkansas
$6.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.89M

Top Sellers

1
LI
1
LVZ Inc
Michigan
$1.3M
2
OMC
2
Old Mission Capital
Illinois
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.23M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$84.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$166M 3,510,330 -32,281 -0.9%
Wells Fargo
2
Wells Fargo
California
$84.3M 1,778,230 -81,561 -4%
Bank of America
3
Bank of America
North Carolina
$47.8M 1,008,416 -23,947 -2%
UBS Group
4
UBS Group
Switzerland
$40.5M 854,076 -53,010 -6%
AFA
5
American Financial Advisors
Georgia
$32.9M 693,958 +43,050 +7%
LPL Financial
6
LPL Financial
California
$30.6M 645,217 -9,413 -1%
AIM
7
Astor Investment Management
Illinois
$28.7M 605,614 +58,549 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$27.9M 587,877 +7,843 +1%
GFPC
9
Global Financial Private Capital
Florida
$24.1M 507,322 +16,803 +3%
RJA
10
Raymond James & Associates
Florida
$20.5M 433,124 +14,758 +4%
MAP
11
Milestone Advisory Partners
North Carolina
$19.8M 418,332 +185,260 +79%
WF
12
Welch & Forbes
Massachusetts
$18.3M 386,798 +19,461 +5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.5M 305,391 -69,924 -19%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.5M 284,305 +37,044 +15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.9M 271,806 +10,453 +4%
FAM
16
Flaharty Asset Management
Florida
$12.3M 258,498 +258,498 New
First Trust Advisors
17
First Trust Advisors
Illinois
$11M 231,198 +64,338 +39%
AWM
18
AE Wealth Management
Kansas
$9.82M 207,186 -4,824 -2%
TC
19
Telemus Capital
Michigan
$9.71M 204,771 +3,992 +2%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$8.58M 181,003 +1,759 +1%
SS
21
Simplicity Solutions
Minnesota
$8.2M 172,880 -1,359 -0.8%
Stifel Financial
22
Stifel Financial
Missouri
$8.15M 171,721 +21,628 +14%
1NWS
23
1 North Wealth Services
Maryland
$7.42M 156,469 +156,469 New
HighTower Advisors
24
HighTower Advisors
Illinois
$7.23M 152,376 -91,789 -38%
BFG
25
Barber Financial Group
Kansas
$7M 147,712 -6,676 -4%
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