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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
FF
51
Fairway Financial
Florida
$5.95M +$306K +6,675 +5%
AWM
52
Adams Wealth Management
Utah
$5.83M -$802K -17,489 -12%
AAMC
53
Asset Allocation & Management Company
Illinois
$5.82M
PBF
54
Petix & Botte Financial
California
$5.69M +$852K +18,574 +18%
HighTower Advisors
55
HighTower Advisors
Illinois
$5.63M +$1.31M +28,477 +30%
KAS
56
Kestra Advisory Services
Texas
$5.4M +$190K +4,154 +4%
PFS
57
Prospera Financial Services
Texas
$5.39M +$102K +2,228 +2%
USCWA
58
U.S. Capital Wealth Advisors
Texas
$5.36M -$346K -7,537 -6%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$5.29M +$416K +9,081 +9%
LHA
60
Little Harbor Advisors
Massachusetts
$5.2M -$517K -11,275 -9%
BCM
61
Brookstone Capital Management
Illinois
$5.02M -$154K -3,359 -3%
TA
62
TrueWealth Advisors
Alabama
$4.45M -$2.15M -46,796 -33%
KA
63
Kovack Advisors
Florida
$4.41M +$312K +6,814 +8%
WG
64
WMS Group
Louisiana
$4.17M +$4.17M +90,985 New
OIA
65
OneDigital Investment Advisors
Kansas
$4.17M -$148K -3,233 -3%
PWA
66
PCG Wealth Advisors
Kansas
$3.96M +$128K +2,783 +3%
APW
67
Aurora Private Wealth
New Jersey
$3.91M +$3.91M +85,271 New
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$3.9M
NEPWA
69
New England Private Wealth Advisors
Massachusetts
$3.9M +$60.9K +1,329 +2%
HIS
70
Harvest Investment Services
Illinois
$3.86M -$103K -2,244 -3%
TWM
71
Thryve Wealth Management
Texas
$3.83M +$3.83M +83,523 New
FTS
72
Fifth Third Securities
Ohio
$3.83M +$242K +5,285 +7%
HA
73
Huntleigh Advisors
Missouri
$3.83M +$532K +11,600 +16%
EWA
74
Exencial Wealth Advisors
Oklahoma
$3.73M -$690K -15,047 -16%
SA
75
Sanctuary Advisors
Indiana
$3.57M -$62.4K -1,361 -2%