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First Trust Senior Loan Fund ETF

314 hedge funds and large institutions have $1.64B invested in First Trust Senior Loan Fund ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 29 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:

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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 -$24.6M
2 -$8.72M
3 -$6.87M
4
Morgan Stanley
Morgan Stanley
New York
-$5.13M
5
QC
Quadrature Capital
United Kingdom
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$13.2M
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$10.9M
OPAM
28
Ocean Park Asset Management
California
$10.6M
IWC
29
Integrated Wealth Concepts
Massachusetts
$10.5M
PAG
30
Private Advisor Group
New Jersey
$10M
CCFM
31
Clear Creek Financial Management
Washington
$9.51M
ETC
32
Exchange Traded Concepts
Oklahoma
$8.6M
RA
33
RiverTree Advisors
Florida
$8.45M
NP
34
Nilsine Partners
Colorado
$8.35M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8.23M
EWM
36
Empirical Wealth Management
Washington
$7.91M
RFWA
37
RPg Family Wealth Advisory
Massachusetts
$7.41M
JP Morgan Chase
38
JP Morgan Chase
New York
$7.29M
OMC
39
Old Mission Capital
Illinois
$7.06M
CFG
40
CNO Financial Group
Indiana
$6.97M
LSPW
41
Lake Street Private Wealth
Illinois
$6.92M
DC
42
Davenport & Co
Virginia
$6.92M
CPIG
43
Chicago Partners Investment Group
Illinois
$6.84M
CI
44
CacheTech Inc
Utah
$6.84M
NFG
45
Nations Financial Group
Iowa
$6.76M
AWM
46
Adams Wealth Management
Utah
$6.62M
TA
47
TrueWealth Advisors
Alabama
$6.59M
MML Investors Services
48
MML Investors Services
Massachusetts
$6.52M
Jane Street
49
Jane Street
New York
$6.48M
MHFA
50
Mission Hills Financial Advisory
California
$6.04M