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First Trust Senior Loan Fund ETF

186 hedge funds and large institutions have $772M invested in First Trust Senior Loan Fund ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 33 closing their positions.

Holders
186
Holders Change
-19
Holders Change %
-9.27%
% of All Funds
4.11%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
21
Increased
74
Reduced
75
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$157M 3,759,242 -248,684 -6%
Wells Fargo
2
Wells Fargo
California
$69.1M 1,652,877 -258,817 -14%
Bank of America
3
Bank of America
North Carolina
$40.2M 960,953 -119,500 -11%
Jane Street
4
Jane Street
New York
$29.8M 713,595 +539,007 +309%
UBS Group
5
UBS Group
Switzerland
$28.9M 690,834 -133,219 -16%
LPL Financial
6
LPL Financial
California
$25.5M 609,311 -36,677 -6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$25.1M 600,312 -18,598 -3%
MAP
8
Milestone Advisory Partners
North Carolina
$23.5M 561,610 +124,745 +29%
First Trust Advisors
9
First Trust Advisors
Illinois
$21.9M 523,720 +116,279 +29%
GFPC
10
Global Financial Private Capital
Florida
$18.7M 447,054 -40,364 -8%
AFA
11
American Financial Advisors
Georgia
$18.1M 411,854 +97,605 +31%
RJA
12
Raymond James & Associates
Florida
$17.4M 416,782 -19,465 -4%
WF
13
Welch & Forbes
Massachusetts
$15.4M 367,761 -7,286 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13.9M 332,149 -22,401 -6%
FAM
15
Flaharty Asset Management
Florida
$11.4M 273,870 +4,099 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$11M 262,424 +262,424 New
TC
17
Telemus Capital
Michigan
$9.63M 211,986 +9,353 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$9M 215,452 +68,357 +46%
Ensign Peak Advisors
19
Ensign Peak Advisors
Utah
$8.56M 204,800 +20,700 +11%
AWM
20
AE Wealth Management
Kansas
$7.68M 183,675 -81,835 -31%
SS
21
Simplicity Solutions
Minnesota
$7.52M 179,919 -38,595 -18%
HighTower Advisors
22
HighTower Advisors
Illinois
$7.39M 176,630 +27,823 +19%
EWM
23
Empirical Wealth Management
Washington
$7.3M 174,647 +98,914 +131%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$7.13M 170,508 -56,134 -25%
TPW
25
TL Private Wealth
Texas
$6.38M 145,791 +34,028 +30%