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First Trust Senior Loan Fund ETF

308 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 25 funds opening new positions, 133 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
308
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
NA
26
NewEdge Advisors
Louisiana
$13.4M
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$13.2M
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$10.9M
OPAM
29
Ocean Park Asset Management
California
$10.6M
IWC
30
Integrated Wealth Concepts
Massachusetts
$10.5M
PAG
31
Private Advisor Group
New Jersey
$10M
CCFM
32
Clear Creek Financial Management
Washington
$9.51M
ETC
33
Exchange Traded Concepts
Oklahoma
$8.6M
RA
34
RiverTree Advisors
Florida
$8.45M
NP
35
Nilsine Partners
Colorado
$8.35M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$8.23M
EWM
37
Empirical Wealth Management
Washington
$7.91M
RFWA
38
RPg Family Wealth Advisory
Massachusetts
$7.41M
JP Morgan Chase
39
JP Morgan Chase
New York
$7.29M
OMC
40
Old Mission Capital
Illinois
$7.06M
CFG
41
CNO Financial Group
Indiana
$6.97M
LSPW
42
Lake Street Private Wealth
Illinois
$6.92M
DC
43
Davenport & Co
Virginia
$6.92M
CPIG
44
Chicago Partners Investment Group
Illinois
$6.84M
CI
45
CacheTech Inc
Utah
$6.84M
NFG
46
Nations Financial Group
Iowa
$6.76M
AWM
47
Adams Wealth Management
Utah
$6.62M
TA
48
TrueWealth Advisors
Alabama
$6.59M
MML Investors Services
49
MML Investors Services
Massachusetts
$6.52M
Jane Street
50
Jane Street
New York
$6.48M