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First Trust Senior Loan Fund ETF

312 hedge funds and large institutions have $1.66B 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, 116 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:

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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 -$26.6M
2 -$8.69M
3 -$6.85M
4
Morgan Stanley
Morgan Stanley
New York
-$5.11M
5
QC
Quadrature Capital
United Kingdom
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
251
Inspirion Wealth Advisors
Illinois
$232K
FLI
252
Family Legacy Inc
South Carolina
$224K
IWM
253
IHT Wealth Management
Illinois
$214K
FHC
254
First Heartland Consultants
Missouri
$211K
RFS
255
Richardson Financial Services
Massachusetts
$205K
CCM
256
Chiron Capital Management
Florida
$205K
MPIA
257
Milestones Private Investment Advisors
New York
$205K
US Bancorp
258
US Bancorp
Minnesota
$204K
BFG
259
Berger Financial Group
Minnesota
$201K
NS
260
NBC Securities
Alabama
$175K
ACM
261
Anfield Capital Management
California
$157K
LFASL
262
Lugano Financial Advisors SA (LFA)
Switzerland
$149K
CI
263
CX Institutional
Indiana
$149K
BNP Paribas Financial Markets
264
BNP Paribas Financial Markets
France
$147K
GRP
265
Global Retirement Partners
California
$139K
AGWCA
266
Annis Gardner Whiting Capital Advisors
Florida
$137K
National Bank of Canada
267
National Bank of Canada
Quebec, Canada
$128K
RFA
268
Register Financial Advisors
Georgia
$124K
CFD
269
Creative Financial Designs
Indiana
$121K
AWM
270
Activest Wealth Management
Florida
$119K
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
$107K
CF
272
Centaurus Financial
California
$104K
CWM
273
Consultiva Wealth Management
Puerto Rico
$99.6K
MA
274
Montag & Associates
Georgia
$94.9K
MAS
275
MPWM Advisory Solutions
Georgia
$93.6K