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First Trust Senior Loan Fund ETF

323 hedge funds and large institutions have $1.66B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-13
Holders Change %
-3.87%
% of All Funds
4.33%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
25
Increased
131
Reduced
126
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HAC
26
Harbor Advisory Corp
New Hampshire
$13.8M +$7.9M +172,096 +134%
OPAM
27
Ocean Park Asset Management
California
$13.5M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$13.3M -$2.44M -53,268 -16%
NA
29
NewEdge Advisors
Louisiana
$13M +$507K +11,050 +4%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$12.3M +$919K +19,973 +8%
IWC
31
Integrated Wealth Concepts
Massachusetts
$10.1M +$4.73K +103 +0%
TRCT
32
Tower Research Capital (TRC)
New York
$8.72M +$8.72M +190,060 +2,111,778%
PAG
33
Private Advisor Group
New Jersey
$8.59M +$3.63M +79,027 +73%
RA
34
RiverTree Advisors
Florida
$8.4M +$2.19M +47,691 +35%
NP
35
Nilsine Partners
Colorado
$7.94M +$152K +3,317 +2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.85M -$17.6K -383 -0.2%
CCFM
37
Clear Creek Financial Management
Washington
$7.59M +$473K +10,311 +7%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$7.57M -$1.16M -25,275 -13%
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$7.46M +$391K +8,521 +6%
EWM
40
Empirical Wealth Management
Washington
$7.17M +$1.16M +25,196 +19%
CFG
41
CNO Financial Group
Indiana
$6.98M
LHA
42
Little Harbor Advisors
Massachusetts
$6.93M
CPIG
43
Chicago Partners Investment Group
Illinois
$6.93M -$222K -4,840 -3%
LSPW
44
Lake Street Private Wealth
Illinois
$6.79M +$247K +5,378 +4%
BCM
45
Brookstone Capital Management
Illinois
$6.53M -$230K -5,016 -3%
MML Investors Services
46
MML Investors Services
Massachusetts
$6.42M -$310K -6,760 -5%
TA
47
TrueWealth Advisors
Alabama
$6.35M +$802K +17,472 +14%
DC
48
Davenport & Co
Virginia
$6.3M +$454K +9,895 +8%
ETC
49
Exchange Traded Concepts
Oklahoma
$6.29M +$6.29M +136,986 New
NFG
50
Nations Financial Group
Iowa
$6.06M +$1.58M +34,361 +35%