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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
ETC
51
Exchange Traded Concepts
Oklahoma
$6.29M
NFG
52
Nations Financial Group
Iowa
$6.06M
MHFA
53
Mission Hills Financial Advisory
California
$6.05M
AAMC
54
Asset Allocation & Management Company
Illinois
$5.82M
HI
55
Harbour Investments
Wisconsin
$5.52M
FF
56
Fairway Financial
Florida
$5.45M
PFS
57
Prospera Financial Services
Texas
$5.28M
GWM
58
Geneos Wealth Management
Colorado
$5.02M
Citadel Advisors
59
Citadel Advisors
Florida
$4.81M
QC
60
Quadrature Capital
United Kingdom
$4.8M
DFA
61
DHK Financial Advisors
New Hampshire
$4.63M
EWA
62
Exencial Wealth Advisors
Oklahoma
$4.47M
OMC
63
Old Mission Capital
Illinois
$4.43M
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$4.42M
KAS
65
Kestra Advisory Services
Texas
$4.4M
OIA
66
OneDigital Investment Advisors
Kansas
$4.38M
AA
67
Armis Advisers
Georgia
$4.32M
BCP
68
Blackhawk Capital Partners
Wisconsin
$4.25M
PBF
69
Petix & Botte Financial
California
$4.24M
HighTower Advisors
70
HighTower Advisors
Illinois
$4.24M
KA
71
Kovack Advisors
Florida
$4.22M
USCWA
72
U.S. Capital Wealth Advisors
Texas
$4.2M
DADC
73
D.A. Davidson & Co
Montana
$4.03M
VAS
74
Vestmark Advisory Solutions
Massachusetts
$3.99M
TNBTD
75
Trustmark National Bank Trust Department
Mississippi
$3.9M