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First Trust Senior Loan Fund ETF

304 hedge funds and large institutions have $1.58B invested in First Trust Senior Loan Fund ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.9% more ownership

Funds ownership: 70.1%72.01% (+1.9%)

3% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 116

4% less capital invested

Capital invested by funds: $1.65B → $1.58B (-$72.3M)

6% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 35

3% less funds holding

Funds holding: 314304 (-10)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
304
Holders Change
-10
Holders Change %
-3.18%
% of All Funds
3.74%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.16%
New
33
Increased
112
Reduced
116
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$214M +$25M +551,622 +13%
LPL Financial
2
LPL Financial
California
$113M +$23.9M +526,940 +26%
Wells Fargo
3
Wells Fargo
California
$74.2M -$7.85M -173,216 -9%
Bank of America
4
Bank of America
North Carolina
$65.7M -$12.6M -277,825 -16%
OCM
5
One Capital Management
California
$64.5M +$8M +176,483 +14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$64.2M -$5.34M -117,817 -8%
Raymond James Financial
7
Raymond James Financial
Florida
$61.1M -$1.44M -31,839 -2%
First Trust Advisors
8
First Trust Advisors
Illinois
$57.1M +$7.85M +173,354 +16%
UBS Group
9
UBS Group
Switzerland
$41.7M +$5.28M +116,555 +14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$37.5M +$10.2M +224,305 +37%
FAM
11
Flaharty Asset Management
Florida
$35.8M +$739K +16,320 +2%
VCM
12
Virtue Capital Management
Tennessee
$33.9M +$3.24M +71,545 +10%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$29.9M +$762K +16,821 +3%
WF
14
Welch & Forbes
Massachusetts
$28.3M -$2.95M -65,089 -9%
HTI
15
Hikari Tsushin Inc
Japan
$25.5M
TPW
16
TL Private Wealth
Texas
$24.2M +$163K +3,602 +0.7%
CWP
17
Cyndeo Wealth Partners
Florida
$20.1M +$1.99M +43,908 +11%
CICC
18
Capital Investment Counsel (Colorado)
Colorado
$19.9M -$219K -4,826 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$19.5M -$39.1K -863 -0.2%
Stifel Financial
20
Stifel Financial
Missouri
$16.7M -$999K -22,045 -6%
FPW
21
Fairvoy Private Wealth
Alabama
$15.1M +$1.23M +27,040 +9%
HAC
22
Harbor Advisory Corp
New Hampshire
$14.4M -$191K -4,206 -1%
Osaic Holdings
23
Osaic Holdings
Arizona
$13.5M -$12.6M -278,235 -48%
CIA
24
Concurrent Investment Advisors
Florida
$12.8M -$1.25M -27,534 -9%
PAG
25
Private Advisor Group
New Jersey
$12.1M -$54.3K -1,199 -0.4%