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First Trust Senior Loan Fund ETF

297 hedge funds and large institutions have $1.51B invested in First Trust Senior Loan Fund ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.35%
New
33
Increased
116
Reduced
118
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
226
Continuum Advisory
Idaho
$306K -$346K -7,558 -53%
GC
227
Grimes & Company
Massachusetts
$304K +$1.56K +34 +0.5%
TA
228
TruWealth Advisors
Louisiana
$294K +$50.7K +1,108 +21%
PIA
229
Perennial Investment Advisors
California
$293K -$56.3K -1,230 -16%
CAM
230
Concorde Asset Management
Michigan
$293K +$293K +6,411 New
BAWC
231
Boyce & Associates Wealth Consulting
Texas
$291K +$4.99K +109 +2%
NLP
232
Next Level Private
New York
$291K +$1.33K +29 +0.5%
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$289K -$36.1K -789 -11%
WI
234
Wintrust Investments
Illinois
$282K +$4.72K +103 +2%
SWP
235
Summit Wealth Partners
Florida
$280K
AWA
236
Acorn Wealth Advisors
Michigan
$274K -$7K -153 -2%
IWM
237
IHT Wealth Management
Illinois
$269K -$11.9K -261 -4%
FLI
238
Family Legacy Inc
South Carolina
$265K
HGERS
239
Householder Group Estate & Retirement Specialist
Arizona
$263K +$263K +5,748 New
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$254K +$254K +5,557 New
SWM
241
Spire Wealth Management
Virginia
$246K -$198K -4,327 -45%
OFS
242
OneAscent Financial Services
Alabama
$230K +$230K +5,035 New
BJL
243
Brighton Jones LLC
Washington
$226K +$1.24K +27 +0.5%
GRP
244
Global Retirement Partners
California
$223K +$821 +18 +0.4%
CIBC World Market
245
CIBC World Market
Ontario, Canada
$222K -$23.8K -520 -10%
T
246
TRUADVICE
Florida
$213K -$273K -5,968 -56%
SIM
247
Seaview Investment Managers
Florida
$209K -$66.1K -1,446 -24%
TCM
248
Triumph Capital Management
Colorado
$203K -$15.6K -341 -7%
NS
249
NBC Securities
Alabama
$162K +$162K +3,543 New
AF
250
Allworth Financial
California
$156K -$19.3K -423 -11%