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First Trust Senior Loan Fund ETF

308 hedge funds and large institutions have $1.66B invested in First Trust Senior Loan Fund ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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 -$26.6M
2 -$8.69M
3 -$6.85M
4
Morgan Stanley
Morgan Stanley
New York
-$5.11M
5
QC
Quadrature Capital
United Kingdom
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MHFA
51
Mission Hills Financial Advisory
California
$6.04M
HI
52
Harbour Investments
Wisconsin
$5.93M
AAMC
53
Asset Allocation & Management Company
Illinois
$5.81M
Goldman Sachs
54
Goldman Sachs
New York
$5.77M
LHA
55
Little Harbor Advisors
Massachusetts
$5.71M
USCWA
56
U.S. Capital Wealth Advisors
Texas
$5.7M
FF
57
Fairway Financial
Florida
$5.64M
Citadel Advisors
58
Citadel Advisors
Florida
$5.42M
PFS
59
Prospera Financial Services
Texas
$5.29M
KAS
60
Kestra Advisory Services
Texas
$5.2M
BCM
61
Brookstone Capital Management
Illinois
$5.17M
BCP
62
Blackhawk Capital Partners
Wisconsin
$5.15M
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$4.87M
PBF
64
Petix & Botte Financial
California
$4.84M
EWA
65
Exencial Wealth Advisors
Oklahoma
$4.42M
HighTower Advisors
66
HighTower Advisors
Illinois
$4.32M
OIA
67
OneDigital Investment Advisors
Kansas
$4.31M
AssetMark Inc
68
AssetMark Inc
California
$4.29M
AA
69
Armis Advisers
Georgia
$4.15M
KA
70
Kovack Advisors
Florida
$4.1M
DADC
71
D.A. Davidson & Co
Montana
$4.07M
HIS
72
Harvest Investment Services
Illinois
$3.96M
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$3.9M
AIM
74
Aspen Investment Management
Michigan
$3.84M
NEPWA
75
New England Private Wealth Advisors
Massachusetts
$3.83M