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First Trust Senior Loan Fund ETF

314 hedge funds and large institutions have $1.65B invested in First Trust Senior Loan Fund ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 120 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

1.97% more ownership

Funds ownership: 68.13%70.1% (+2%)

1% more capital invested

Capital invested by funds: $1.64B → $1.65B (+$10.9M)

1% less funds holding

Funds holding: 316314 (-2)

3% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 124

Holders
314
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
3.82%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
33
Increased
120
Reduced
124
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KP
251
Keel Point
Alabama
$215K +$215K +4,692 New
IWM
252
IHT Wealth Management
Illinois
$215K +$825 +18 +0.4%
MPIA
253
Milestones Private Investment Advisors
New York
$208K +$2.57K +56 +1%
RFS
254
Richardson Financial Services
Massachusetts
$206K
OFS
255
Opus Financial Solutions
Illinois
$205K +$204K +4,460 New
SWGC
256
Summit Wealth Group (Colorado)
Colorado
$203K +$203K +4,425 New
SS
257
Sunbelt Securities
Texas
$167K -$71.3K -1,555 -30%
NS
258
NBC Securities
Alabama
$162K -$13.2K -287 -7%
ACM
259
Anfield Capital Management
California
$157K
LFASL
260
Lugano Financial Advisors SA (LFA)
Switzerland
$149K
US Bancorp
261
US Bancorp
Minnesota
$149K -$55K -1,200 -27%
Qube Research & Technologies (QRT)
262
Qube Research & Technologies (QRT)
United Kingdom
$146K +$38.6K +842 +36%
AGWCA
263
Annis Gardner Whiting Capital Advisors
Florida
$137K
RFA
264
Register Financial Advisors
Georgia
$125K +$1.56K +34 +1%
AWM
265
Activest Wealth Management
Florida
$119K
TWM
266
Topsail Wealth Management
North Carolina
$101K +$101K +2,200 New
CWM
267
Consultiva Wealth Management
Puerto Rico
$99.7K
MAS
268
MPWM Advisory Solutions
Georgia
$92K -$1.6K -35 -2%
FNWA
269
Financial Network Wealth Advisors
Utah
$60.5K
CI
270
CX Institutional
Indiana
$59K -$90.9K -1,983 -61%
PB
271
Pinnacle Bancorp
Nebraska
$50K +$35K +763 +233%
PMFA
272
Plante Moran Financial Advisors
Michigan
$48.2K
TPCW
273
TD Private Client Wealth
New York
$48.1K +$48.1K +1,049 New
CFD
274
Creative Financial Designs
Indiana
$46.4K -$74.6K -1,626 -62%
AIC
275
Archer Investment Corporation
Indiana
$45.9K