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First Trust Senior Loan Fund ETF

323 hedge funds and large institutions have $1.82B invested in First Trust Senior Loan Fund ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 129 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+26
Holders Change %
+8.75%
% of All Funds
4.74%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
45
Increased
115
Reduced
129
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$11.1M -$3.19M -69,333 -22%
Truist Financial
27
Truist Financial
North Carolina
$10.9M +$1.87M +40,629 +21%
HTI
28
Hikari Tsushin Inc
Japan
$9.55M +$9.55M +207,291 New
TWP
29
Tower Wealth Partners
Pennsylvania
$8.84M +$8.84M +191,906 New
NA
30
NewEdge Advisors
Louisiana
$8.24M +$519K +11,302 +7%
CCIA
31
Cherry Creek Investment Advisors
Colorado
$8.22M +$530K +11,496 +7%
PCM
32
Presidio Capital Management
California
$7.18M +$664K +14,409 +10%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$7.11M -$758K -16,447 -10%
RA
34
RFG Advisory
Alabama
$7.08M +$99.3K +2,156 +1%
AWM
35
Axxcess Wealth Management
California
$7.05M +$562K +12,203 +9%
CAN
36
Cetera Advisor Networks
California
$6.88M -$20.2K -438 -0.3%
EWM
37
Empirical Wealth Management
Washington
$6.74M -$63.7K -1,382 -0.9%
NP
38
Nilsine Partners
Colorado
$6.55M +$131K +2,853 +2%
LHA
39
Little Harbor Advisors
Massachusetts
$6.23M
SFS
40
Sowell Financial Services
Arkansas
$6.11M +$93.9K +2,038 +2%
PFS
41
Prospera Financial Services
Texas
$5.96M +$3.09M +67,057 +108%
LIG
42
Lokken Investment Group
Delaware
$5.93M +$111K +2,410 +2%
CPIG
43
Chicago Partners Investment Group
Illinois
$5.89M +$479K +10,459 +9%
RA
44
RiverTree Advisors
Florida
$5.88M +$5.88M +127,623 New
LSPW
45
Lake Street Private Wealth
Illinois
$5.84M -$154K -3,343 -3%
CAS
46
Coppell Advisory Solutions
Texas
$5.82M +$5.42M +117,633 +1,367%
AWM
47
Accel Wealth Management
Iowa
$5.64M -$40K -868 -0.7%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$5.47M -$50.3K -1,091 -0.9%
RFWA
49
RPg Family Wealth Advisory
Massachusetts
$5.43M -$352K -7,630 -6%
HighTower Advisors
50
HighTower Advisors
Illinois
$4.94M -$1.16M -25,121 -19%