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First Trust Senior Loan Fund ETF

174 hedge funds and large institutions have $690M invested in First Trust Senior Loan Fund ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 86 reducing their positions, and 30 closing their positions.

Holders
174
Holders Change
-12
Holders Change %
-6.45%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
19
Increased
55
Reduced
86
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$126M 2,786,245 -972,997 -26%
Wells Fargo
2
Wells Fargo
California
$46.8M 1,037,020 -615,857 -37%
Bank of America
3
Bank of America
North Carolina
$43.4M 960,912 -41 -0%
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$30.4M 673,125 +502,617 +295%
UBS Group
5
UBS Group
Switzerland
$29.5M 653,640 -37,194 -5%
LPL Financial
6
LPL Financial
California
$28.4M 629,470 +20,159 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20M 442,607 +110,458 +33%
AFA
8
American Financial Advisors
Georgia
$18.9M 412,729 +875 +0.2%
RJA
9
Raymond James & Associates
Florida
$18.4M 408,576 -8,206 -2%
WF
10
Welch & Forbes
Massachusetts
$16.8M 372,814 +5,053 +1%
FAM
11
Flaharty Asset Management
Florida
$16.7M 371,005 +97,135 +35%
MAP
12
Milestone Advisory Partners
North Carolina
$13.7M 304,585 -257,025 -46%
Truist Financial
13
Truist Financial
North Carolina
$13.4M 295,934 +230,728 +354%
TC
14
Telemus Capital
Michigan
$10M 219,984 +7,998 +4%
First Trust Advisors
15
First Trust Advisors
Illinois
$9.86M 218,472 -305,248 -58%
KWM
16
Kingsview Wealth Management
Oregon
$9.49M 210,322 +94,278 +81%
Ensign Peak Advisors
17
Ensign Peak Advisors
Utah
$9.24M 204,800
GIA
18
Gladstone Institutional Advisory
Florida
$8.85M 196,236 +142,464 +265%
HighTower Advisors
19
HighTower Advisors
Illinois
$7.84M 173,795 -2,835 -2%
EWM
20
Empirical Wealth Management
Washington
$7.81M 173,041 -1,606 -0.9%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.39M 163,778 -98,646 -38%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.08M 156,856 -58,596 -27%
BFG
23
Beacon Financial Group
Texas
$7.07M 153,059 +20,993 +16%
TPW
24
TL Private Wealth
Texas
$7.01M 152,516 +6,725 +5%
Citadel Advisors
25
Citadel Advisors
Florida
$6.92M 153,466 +153,466 New