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First Trust Senior Loan Fund ETF

297 hedge funds and large institutions have $1.51B invested in First Trust Senior Loan Fund ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.35%
New
33
Increased
116
Reduced
118
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$9.72M +$1.96M +42,766 +25%
Truist Financial
27
Truist Financial
North Carolina
$8.94M +$591K +12,925 +7%
Renaissance Technologies
28
Renaissance Technologies
New York
$7.97M -$4.1M -89,656 -34%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$7.81M -$231K -5,059 -3%
NA
30
NewEdge Advisors
Louisiana
$7.69M +$163K +3,555 +2%
CCIA
31
Cherry Creek Investment Advisors
Colorado
$7.64M +$475K +10,377 +7%
FPGK
32
Financial Partners Group (Kansas)
Kansas
$7.29M -$1.56M -33,994 -18%
RA
33
RFG Advisory
Alabama
$6.93M +$18.2K +397 +0.3%
CAN
34
Cetera Advisor Networks
California
$6.85M +$1.89M +41,301 +38%
EWM
35
Empirical Wealth Management
Washington
$6.76M +$48K +1,049 +0.7%
AAMC
36
Asset Allocation & Management Company
Illinois
$6.51M
PCM
37
Presidio Capital Management
California
$6.47M +$1.42M +31,035 +28%
AWM
38
Axxcess Wealth Management
California
$6.44M +$1.39M +30,488 +28%
NP
39
Nilsine Partners
Colorado
$6.37M -$4.67K -102 -0.1%
LHA
40
Little Harbor Advisors
Massachusetts
$6.18M +$6.18M +135,202 New
HighTower Advisors
41
HighTower Advisors
Illinois
$6.06M +$968K +21,144 +19%
HI
42
Harbour Investments
Wisconsin
$5.99M +$343K +7,509 +6%
SFS
43
Sowell Financial Services
Arkansas
$5.97M -$172K -3,754 -3%
LSPW
44
Lake Street Private Wealth
Illinois
$5.95M -$203K -4,434 -3%
LIG
45
Lokken Investment Group
Delaware
$5.78M +$234K +5,112 +4%
RFWA
46
RPg Family Wealth Advisory
Massachusetts
$5.74M +$451K +9,864 +9%
AWM
47
Accel Wealth Management
Iowa
$5.64M +$3.02K +66 +0.1%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$5.48M +$12.4K +271 +0.2%
CPIG
49
Chicago Partners Investment Group
Illinois
$5.41M +$71.7K +1,565 +1%
AAS
50
Asset Allocation Strategies
Michigan
$5.26M +$221K +4,842 +4%