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First Trust Senior Loan Fund ETF

327 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 26 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:

more 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)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

Holders
327
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
SEP
251
Southland Equity Partners
Missouri
$248K
SI
252
Stephens Inc
Arkansas
$248K
PPWM
253
Perissos Private Wealth Management
Oklahoma
$248K
PIA
254
Perennial Investment Advisors
California
$247K
CCM
255
Chiron Capital Management
Florida
$242K
NB
256
NBT Bank
New York
$238K
PAM
257
PVG Asset Management
Colorado
$237K
IWA
258
Icon Wealth Advisors
Texas
$235K
PIA
259
Pinion Investment Advisors
Kansas
$234K
CA
260
Continuum Advisory
Idaho
$231K
FLI
261
Family Legacy Inc
South Carolina
$225K
ML
262
McAdam LLC
Pennsylvania
$225K
KWA
263
Kingswood Wealth Advisors
California
$220K
IA
264
Insight Advisors
Pennsylvania
$217K
IWM
265
IHT Wealth Management
Illinois
$213K
AI
266
Atria Investments
North Carolina
$207K
RFS
267
Richardson Financial Services
Massachusetts
$206K
SFG
268
SevenBridge Financial Group
Pennsylvania
$206K
MPIA
269
Milestones Private Investment Advisors
New York
$205K
PJWM
270
Philip James Wealth Mangement
Georgia
$202K
CF
271
Centaurus Financial
California
$185K
NS
272
NBC Securities
Alabama
$174K
US Bancorp
273
US Bancorp
Minnesota
$169K
ACM
274
Anfield Capital Management
California
$157K
GRP
275
Global Retirement Partners
California
$151K