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First Trust Senior Loan Fund ETF

326 hedge funds and large institutions have $1.67B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

26% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 34

Holders
326
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Purus Wealth Management
California
$371K
CAP
227
Columbia Advisory Partners
Washington
$367K
WH
228
Willner & Heller
California
$366K
BCA
229
Bay Colony Advisors
Massachusetts
$355K
JCM
230
Jacobi Capital Management
Pennsylvania
$326K
CAG
231
Csenge Advisory Group
Florida
$325K
ATC
232
Argent Trust Co
Tennessee
$321K
PWS
233
Proactive Wealth Strategies
Georgia
$319K
AAP
234
Arax Advisory Partners
Colorado
$319K
CW
235
CreativeOne Wealth
Kansas
$315K
BWP
236
Balboa Wealth Partners
Arizona
$315K
WCM
237
Winebrenner Capital Management
Kentucky
$304K
RIA
238
Realta Investment Advisors
Delaware
$294K
IA
239
IFG Advisory
Georgia
$287K
PAS
240
PKS Advisory Services
New York
$280K
BJL
241
Brighton Jones LLC
Washington
$271K
SAM
242
Synergy Asset Management
Washington
$271K
MWA
243
Merkkuri Wealth Advisors
New York
$264K
TL
244
Tradewinds LLC
North Carolina
$264K
GS
245
GTS Securities
New York
$262K
RFP
246
Root Financial Partners
California
$261K
AO
247
Advisor OS
Illinois
$258K
SWP
248
Summit Wealth Partners
Florida
$257K
BFG
249
Beacon Financial Group
Texas
$253K
SEP
250
Southland Equity Partners
Missouri
$248K