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First Trust Senior Loan Fund ETF

323 hedge funds and large institutions have $1.82B invested in First Trust Senior Loan Fund ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 129 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+26
Holders Change %
+8.75%
% of All Funds
4.74%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
45
Increased
115
Reduced
129
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
251
Continuum Advisory
Idaho
$273K -$36K -781 -12%
CAM
252
Concorde Asset Management
Michigan
$266K -$28.9K -628 -10%
SFPG
253
Stonebridge Financial Planning Group
Florida
$263K -$174K -3,775 -40%
IWM
254
IHT Wealth Management
Illinois
$259K -$11.1K -242 -4%
FLI
255
Family Legacy Inc
South Carolina
$257K -$10.6K -231 -4%
AO
256
Advisor OS
Illinois
$255K -$228K -4,949 -47%
CF
257
Centaurus Financial
California
$251K -$70K -1,522 -22%
TWM
258
Tanager Wealth Management
United Kingdom
$248K -$346K -7,516 -58%
WH
259
Willner & Heller
California
$242K +$242K +5,261 New
LFAS
260
Level Four Advisory Services
Texas
$241K +$241K +5,237 New
ZF
261
Zega Financial
Florida
$240K +$240K +5,218 New
JCM
262
Jacobi Capital Management
Pennsylvania
$239K -$104K -2,268 -30%
OFS
263
OneAscent Financial Services
Alabama
$232K
BJL
264
Brighton Jones LLC
Washington
$229K +$1.34K +29 +0.6%
GRP
265
Global Retirement Partners
California
$228K +$2.49K +54 +1%
RFS
266
Richardson Financial Services
Massachusetts
$224K +$224K +4,871 New
LWA
267
LWS Wealth Advisors
New Jersey
$212K +$212K +4,601 New
FAIM
268
Financial Advocates Investment Management
Washington
$207K +$207K +4,485 New
MW
269
Maia Wealth
Colorado
$201K +$201K +4,353 New
SWM
270
Spire Wealth Management
Virginia
$197K -$51.5K -1,116 -21%
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
$178K +$176K +3,824 +9,805%
AF
272
Allworth Financial
California
$157K
NS
273
NBC Securities
Alabama
$155K -$8.2K -178 -5%
PWMG
274
Provence Wealth Management Group
California
$124K
CWM
275
Cranbrook Wealth Management
Michigan
$123K