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First Trust Senior Loan Fund ETF

298 hedge funds and large institutions have $1.57B invested in First Trust Senior Loan Fund ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
IWA
226
Icon Wealth Advisors
Texas
$242K
PWMAG
227
Pinnacle Wealth Management Advisory Group
New Jersey
$237K
NB
228
NBT Bank
New York
$231K
GJIA
229
Glass Jacobson Investment Advisors
Maryland
$231K
SI
230
Stephens Inc
Arkansas
$224K
ML
231
McAdam LLC
Pennsylvania
$219K
SEP
232
Southland Equity Partners
Missouri
$216K
KWA
233
Kingswood Wealth Advisors
California
$216K
IWM
234
IHT Wealth Management
Illinois
$210K
FLI
235
Family Legacy Inc
South Carolina
$210K
BFG
236
Berger Financial Group
Minnesota
$208K
PEWA
237
Pacific Excel Wealth Advisors
California
$203K
RFS
238
Richardson Financial Services
Massachusetts
$201K
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$198K
US Bancorp
240
US Bancorp
Minnesota
$186K
SS
241
Sunbelt Securities
Texas
$163K
AGWCA
242
Annis Gardner Whiting Capital Advisors
Florida
$157K
ACM
243
Anfield Capital Management
California
$153K
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
$151K
NS
245
NBC Securities
Alabama
$148K
RFA
246
Register Financial Advisors
Georgia
$124K
AWM
247
Activest Wealth Management
Florida
$116K
TWM
248
Topsail Wealth Management
North Carolina
$98.6K
CWM
249
Consultiva Wealth Management
Puerto Rico
$97.3K
MAS
250
MPWM Advisory Solutions
Georgia
$89.9K