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First Trust Senior Loan Fund ETF

314 hedge funds and large institutions have $1.65B invested in First Trust Senior Loan Fund ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 120 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

1.97% more ownership

Funds ownership: 68.13%70.1% (+2%)

1% more capital invested

Capital invested by funds: $1.64B → $1.65B (+$10.9M)

1% less funds holding

Funds holding: 316314 (-2)

3% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 124

Holders
314
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
3.82%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
33
Increased
120
Reduced
124
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$14.3M +$1.06M +23,177 +8%
FPW
27
Fairvoy Private Wealth
Alabama
$14.2M +$48.3K +1,053 +0.3%
NA
28
NewEdge Advisors
Louisiana
$14.1M +$727K +15,849 +5%
PAG
29
Private Advisor Group
New Jersey
$12.4M +$2.41M +52,480 +24%
CFG
30
CNO Financial Group
Indiana
$11.6M +$4.59M +100,000 +66%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$11.2M +$269K +5,864 +2%
OPAM
32
Ocean Park Asset Management
California
$10.6M
CCFM
33
Clear Creek Financial Management
Washington
$9.72M +$201K +4,377 +2%
ETC
34
Exchange Traded Concepts
Oklahoma
$9.1M +$493K +10,742 +6%
NP
35
Nilsine Partners
Colorado
$8.89M +$529K +11,541 +6%
RA
36
RiverTree Advisors
Florida
$8.31M -$152K -3,326 -2%
EWM
37
Empirical Wealth Management
Washington
$8.19M +$267K +5,826 +3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$7.99M -$249K -5,425 -3%
DC
39
Davenport & Co
Virginia
$7.79M +$867K +18,911 +13%
BCP
40
Blackhawk Capital Partners
Wisconsin
$7.49M +$2.33M +50,783 +45%
CI
41
CacheTech Inc
Utah
$7.42M +$576K +12,554 +8%
RFWA
42
RPg Family Wealth Advisory
Massachusetts
$7.34M -$70K -1,526 -0.9%
NFG
43
Nations Financial Group
Iowa
$7.34M +$568K +12,394 +8%
Goldman Sachs
44
Goldman Sachs
New York
$7.23M +$1.45M +31,707 +25%
MML Investors Services
45
MML Investors Services
Massachusetts
$7.19M +$663K +14,451 +10%
LSPW
46
Lake Street Private Wealth
Illinois
$7.13M +$208K +4,536 +3%
Jane Street
47
Jane Street
New York
$7.13M +$641K +13,987 +10%
CPIG
48
Chicago Partners Investment Group
Illinois
$6.34M -$510K -11,125 -7%
MHFA
49
Mission Hills Financial Advisory
California
$6.17M +$119K +2,592 +2%
HI
50
Harbour Investments
Wisconsin
$6.16M +$225K +4,897 +4%