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First Trust Senior Loan Fund ETF

326 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 25 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:

less 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)

26% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 34

Holders
326
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
PB
301
Pinnacle Bancorp
Nebraska
$15K
AF
302
Alerus Financial
North Dakota
$14.9K
MEG
303
Millstone Evans Group
Colorado
$12.7K
RF
304
Rossby Financial
Florida
$12K
William Blair & Company
305
William Blair & Company
Illinois
$11.7K
HFS
306
Hughes Financial Services
Virginia
$11K
GSWM
307
Golden State Wealth Management
California
$10.3K
CAM
308
Creekmur Asset Management
Illinois
$10.1K
IWM
309
IMG Wealth Management
Florida
$9.22K
RFA
310
Reyes Financial Architecture
California
$9.18K
TWM
311
Topsail Wealth Management
North Carolina
$9.18K
BCMLT
312
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.5K
T
313
Transce3nd
Texas
$5.64K
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$5.19K
Simplex Trading
315
Simplex Trading
Illinois
$5K
FFA
316
Founders Financial Alliance
North Carolina
$4.82K
PP
317
Pacifica Partners
Canada
$4.41K
DFA
318
DHJJ Financial Advisors
Illinois
$4.08K
EC
319
Elequin Capital
New York
$3.63K
DWM
320
Darwin Wealth Management
Florida
$2.21K
AWM
321
AllSquare Wealth Management
New York
$2.2K
1NWS
322
1 North Wealth Services
Maryland
$1.61K
AA
323
Ancora Advisors
Ohio
$1.05K
NMG
324
New Millennium Group
Utah
$734
Q1WB
325
Quest 10 Wealth Builders
Virginia
$542