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First Trust Senior Loan Fund ETF

314 hedge funds and large institutions have $1.64B invested in First Trust Senior Loan Fund ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 29 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:

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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 -$24.6M
2 -$8.72M
3 -$6.87M
4
Morgan Stanley
Morgan Stanley
New York
-$5.13M
5
QC
Quadrature Capital
United Kingdom
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
251
Pinion Investment Advisors
Kansas
$233K
IWA
252
Inspirion Wealth Advisors
Illinois
$232K
FLI
253
Family Legacy Inc
South Carolina
$224K
IWM
254
IHT Wealth Management
Illinois
$214K
VCM
255
Virtue Capital Management
Tennessee
$212K
FHC
256
First Heartland Consultants
Missouri
$211K
RFS
257
Richardson Financial Services
Massachusetts
$205K
CCM
258
Chiron Capital Management
Florida
$205K
MPIA
259
Milestones Private Investment Advisors
New York
$205K
US Bancorp
260
US Bancorp
Minnesota
$204K
BFG
261
Berger Financial Group
Minnesota
$201K
NS
262
NBC Securities
Alabama
$175K
ACM
263
Anfield Capital Management
California
$157K
LFASL
264
Lugano Financial Advisors SA (LFA)
Switzerland
$149K
CI
265
CX Institutional
Indiana
$149K
BNP Paribas Financial Markets
266
BNP Paribas Financial Markets
France
$147K
GRP
267
Global Retirement Partners
California
$139K
AGWCA
268
Annis Gardner Whiting Capital Advisors
Florida
$137K
National Bank of Canada
269
National Bank of Canada
Quebec, Canada
$128K
RFA
270
Register Financial Advisors
Georgia
$124K
CFD
271
Creative Financial Designs
Indiana
$121K
AWM
272
Activest Wealth Management
Florida
$119K
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$107K
CF
274
Centaurus Financial
California
$104K
CWM
275
Consultiva Wealth Management
Puerto Rico
$99.6K