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First Trust Senior Loan Fund ETF

308 hedge funds and large institutions have $1.66B invested in First Trust Senior Loan Fund ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
308
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

Top Sellers

1 -$26.6M
2 -$8.69M
3 -$6.85M
4
Morgan Stanley
Morgan Stanley
New York
-$5.11M
5
QC
Quadrature Capital
United Kingdom
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
251
First Heartland Consultants
Missouri
$211K
RFS
252
Richardson Financial Services
Massachusetts
$205K
CCM
253
Chiron Capital Management
Florida
$205K
MPIA
254
Milestones Private Investment Advisors
New York
$205K
US Bancorp
255
US Bancorp
Minnesota
$204K
BFG
256
Berger Financial Group
Minnesota
$201K
NS
257
NBC Securities
Alabama
$175K
ACM
258
Anfield Capital Management
California
$157K
LFASL
259
Lugano Financial Advisors SA (LFA)
Switzerland
$149K
CI
260
CX Institutional
Indiana
$149K
BNP Paribas Financial Markets
261
BNP Paribas Financial Markets
France
$147K
GRP
262
Global Retirement Partners
California
$139K
AGWCA
263
Annis Gardner Whiting Capital Advisors
Florida
$137K
National Bank of Canada
264
National Bank of Canada
Quebec, Canada
$128K
RFA
265
Register Financial Advisors
Georgia
$124K
CFD
266
Creative Financial Designs
Indiana
$121K
AWM
267
Activest Wealth Management
Florida
$119K
Qube Research & Technologies (QRT)
268
Qube Research & Technologies (QRT)
United Kingdom
$107K
CF
269
Centaurus Financial
California
$104K
CWM
270
Consultiva Wealth Management
Puerto Rico
$99.6K
MA
271
Montag & Associates
Georgia
$94.9K
MAS
272
MPWM Advisory Solutions
Georgia
$93.6K
FNWA
273
Financial Network Wealth Advisors
Utah
$60.4K
CA
274
CoreCap Advisors
Michigan
$50.3K
PMFA
275
Plante Moran Financial Advisors
Michigan
$48.1K