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First Trust Senior Loan Fund ETF

326 hedge funds and large institutions have $1.67B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 133 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

Holders
326
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAC
26
Harbor Advisory Corp
New Hampshire
$13.8M
OPAM
27
Ocean Park Asset Management
California
$13.5M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$13.3M
NA
29
NewEdge Advisors
Louisiana
$13M
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$12.3M
IWC
31
Integrated Wealth Concepts
Massachusetts
$10.1M
TRCT
32
Tower Research Capital (TRC)
New York
$8.72M
PAG
33
Private Advisor Group
New Jersey
$8.59M
RA
34
RiverTree Advisors
Florida
$8.4M
NP
35
Nilsine Partners
Colorado
$7.94M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.85M
CCFM
37
Clear Creek Financial Management
Washington
$7.59M
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$7.57M
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$7.46M
EWM
40
Empirical Wealth Management
Washington
$7.17M
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
LSPW
44
Lake Street Private Wealth
Illinois
$6.79M
CI
45
CacheTech Inc
Utah
$6.73M
AWM
46
Adams Wealth Management
Utah
$6.73M
BCM
47
Brookstone Capital Management
Illinois
$6.53M
MML Investors Services
48
MML Investors Services
Massachusetts
$6.42M
TA
49
TrueWealth Advisors
Alabama
$6.35M
DC
50
Davenport & Co
Virginia
$6.3M