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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
SI
251
Stephens Inc
Arkansas
$248K
PPWM
252
Perissos Private Wealth Management
Oklahoma
$248K
PIA
253
Perennial Investment Advisors
California
$247K
CCM
254
Chiron Capital Management
Florida
$242K
NB
255
NBT Bank
New York
$238K
PAM
256
PVG Asset Management
Colorado
$237K
IWA
257
Icon Wealth Advisors
Texas
$235K
PIA
258
Pinion Investment Advisors
Kansas
$234K
CA
259
Continuum Advisory
Idaho
$231K
FLI
260
Family Legacy Inc
South Carolina
$225K
ML
261
McAdam LLC
Pennsylvania
$225K
KWA
262
Kingswood Wealth Advisors
California
$220K
IA
263
Insight Advisors
Pennsylvania
$217K
IWM
264
IHT Wealth Management
Illinois
$213K
AI
265
Atria Investments
North Carolina
$207K
RFS
266
Richardson Financial Services
Massachusetts
$206K
SFG
267
SevenBridge Financial Group
Pennsylvania
$206K
MPIA
268
Milestones Private Investment Advisors
New York
$205K
PJWM
269
Philip James Wealth Mangement
Georgia
$202K
CF
270
Centaurus Financial
California
$185K
NS
271
NBC Securities
Alabama
$174K
US Bancorp
272
US Bancorp
Minnesota
$169K
ACM
273
Anfield Capital Management
California
$157K
GRP
274
Global Retirement Partners
California
$151K
LFASL
275
Lugano Financial Advisors SA (LFA)
Switzerland
$149K