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First Trust Senior Loan Fund ETF

320 hedge funds and large institutions have $1.66B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 33 closing their positions.

Holders
320
Holders Change
-16
Holders Change %
-4.76%
% of All Funds
4.3%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
24
Increased
131
Reduced
125
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$214M 4,674,003 -35,854 -0.8%
LPL Financial
2
LPL Financial
California
$94.1M 2,051,310 +74,906 +4%
Wells Fargo
3
Wells Fargo
California
$88.7M 1,931,799 -232,939 -11%
Bank of America
4
Bank of America
North Carolina
$86.1M 1,875,309 -10,889 -0.6%
Raymond James Financial
5
Raymond James Financial
Florida
$69M 1,502,512 -36,824 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$68.5M 1,493,366 -81,048 -5%
First Trust Advisors
7
First Trust Advisors
Illinois
$55.1M 1,200,153 +80,291 +7%
OCM
8
One Capital Management
California
$52.1M 1,135,739 -189,086 -14%
UBS Group
9
UBS Group
Switzerland
$35.7M 778,837 -27,665 -3%
FAM
10
Flaharty Asset Management
Florida
$33.2M 723,967 +8,215 +1%
WF
11
Welch & Forbes
Massachusetts
$31.3M 682,178 +21,844 +3%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$30.1M 655,762 +14,752 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$27.6M 597,027 -4,262 -0.7%
HTI
14
Hikari Tsushin Inc
Japan
$26.2M 570,196
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$26M 567,225 +173 +0%
VCM
16
Virtue Capital Management
Tennessee
$25.4M 553,071 -95,290 -15%
Stifel Financial
17
Stifel Financial
Missouri
$21.1M 460,217 +90,322 +24%
TPW
18
TL Private Wealth
Texas
$21M 456,319 +542 +0.1%
CWP
19
Cyndeo Wealth Partners
Florida
$18M 392,122 +3,975 +1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$17.3M 376,411 -48,202 -11%
CICC
21
Capital Investment Counsel (Colorado)
Colorado
$16.4M 356,598 +33,919 +11%
Jane Street
22
Jane Street
New York
$15.2M 330,940 +89,151 +37%
FPW
23
Fairvoy Private Wealth
Alabama
$15.2M 330,667 +6,739 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$15.1M 329,623 -105,237 -24%
Renaissance Technologies
25
Renaissance Technologies
New York
$14.1M 306,300 +246,300 +411%