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First Trust Senior Loan Fund ETF

314 hedge funds and large institutions have $1.65B invested in First Trust Senior Loan Fund ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 120 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

1.97% more ownership

Funds ownership: 68.13%70.1% (+2%)

1% more capital invested

Capital invested by funds: $1.64B → $1.65B (+$10.9M)

1% less funds holding

Funds holding: 316314 (-2)

3% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 124

Holders
314
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
3.82%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
33
Increased
120
Reduced
124
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Purus Wealth Management
California
$328K -$22.3K -486 -6%
HP
227
Holistic Planning
Texas
$327K -$85K -1,854 -21%
ATC
228
Argent Trust Co
Tennessee
$321K
PWS
229
Proactive Wealth Strategies
Georgia
$320K -$4.08K -89 -1%
IAIM
230
International Assets Investment Management
Florida
$320K -$53.1K -1,158 -14%
CAP
231
Columbia Advisory Partners
Washington
$302K -$76K -1,658 -20%
ZIM
232
Zacks Investment Management
Illinois
$290K +$20.5K +448 +8%
CP
233
Castleview Partners
Texas
$285K +$27.6K +602 +11%
RIA
234
Rhodes Investment Advisors
Texas
$282K +$282K +6,150 New
PAM
235
PVG Asset Management
Colorado
$277K
IWA
236
IVC Wealth Advisors
Pennsylvania
$272K -$20K -436 -7%
WCM
237
Winebrenner Capital Management
Kentucky
$269K -$35.1K -765 -12%
PPWM
238
Perissos Private Wealth Management
Oklahoma
$257K +$9.26K +202 +4%
SWP
239
Summit Wealth Partners
Florida
$257K
GJIA
240
Glass Jacobson Investment Advisors
Maryland
$251K -$63.8K -1,391 -20%
WWMP
241
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$246K +$246K +5,361 New
IWA
242
Icon Wealth Advisors
Texas
$242K +$3.76K +82 +2%
IA
243
IFG Advisory
Georgia
$240K -$44.9K -979 -16%
NB
244
NBT Bank
New York
$237K
ML
245
McAdam LLC
Pennsylvania
$237K -$29.4K -641 -11%
SEP
246
Southland Equity Partners
Missouri
$236K -$10.2K -222 -4%
SI
247
Stephens Inc
Arkansas
$236K -$5.96K -130 -2%
BFG
248
Berger Financial Group
Minnesota
$228K +$26.5K +579 +13%
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$226K +$98.3K +2,144 +77%
FLI
250
Family Legacy Inc
South Carolina
$224K