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First Trust Senior Loan Fund ETF

323 hedge funds and large institutions have $1.66B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-13
Holders Change %
-3.87%
% of All Funds
4.33%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
25
Increased
131
Reduced
126
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
251
Perissos Private Wealth Management
Oklahoma
$248K +$9.27K +202 +4%
PIA
252
Perennial Investment Advisors
California
$247K +$872 +19 +0.4%
CCM
253
Chiron Capital Management
Florida
$242K -$91.8K -2,000 -27%
NB
254
NBT Bank
New York
$238K -$3.53K -77 -1%
PAM
255
PVG Asset Management
Colorado
$237K -$10.6K -232 -4%
IWA
256
Icon Wealth Advisors
Texas
$235K +$3.9K +85 +2%
PIA
257
Pinion Investment Advisors
Kansas
$234K
CA
258
Continuum Advisory
Idaho
$231K +$34.4K +750 +17%
FLI
259
Family Legacy Inc
South Carolina
$225K
ML
260
McAdam LLC
Pennsylvania
$225K +$225K +4,904 New
KWA
261
Kingswood Wealth Advisors
California
$220K -$145K -3,156 -40%
IA
262
Insight Advisors
Pennsylvania
$217K -$7.98K -174 -4%
IWM
263
IHT Wealth Management
Illinois
$213K -$321 -7 -0.2%
AI
264
Atria Investments
North Carolina
$207K +$207K +4,503 New
RFS
265
Richardson Financial Services
Massachusetts
$206K -$12.5K -271 -6%
SFG
266
SevenBridge Financial Group
Pennsylvania
$206K
PJWM
267
Philip James Wealth Mangement
Georgia
$202K -$66.3K -1,444 -25%
CF
268
Centaurus Financial
California
$185K -$3.45K -75 -2%
NS
269
NBC Securities
Alabama
$174K +$1.65K +36 +1%
US Bancorp
270
US Bancorp
Minnesota
$169K +$1.06K +23 +0.6%
ACM
271
Anfield Capital Management
California
$157K
GRP
272
Global Retirement Partners
California
$151K +$151K +3,288 New
LFASL
273
Lugano Financial Advisors SA (LFA)
Switzerland
$149K
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$149K +$78.7K +1,714 +112%
FNWA
275
Financial Network Wealth Advisors
Utah
$130K -$8.95K -195 -6%