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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
PWA
76
PCG Wealth Advisors
Kansas
$3.83M
OIM
77
Oder Investment Management
California
$3.73M
FTS
78
Fifth Third Securities
Ohio
$3.59M
ACM
79
Andina Capital Management
Utah
$3.52M
CCM
80
Colorado Capital Management
Colorado
$3.51M
KWM
81
Kingsview Wealth Management
Oregon
$3.44M
JWCA
82
J.W. Cole Advisors
Florida
$3.33M
Truist Financial
83
Truist Financial
North Carolina
$3.32M
SAM
84
Strive Asset Management
Ohio
$3.3M
HA
85
Huntleigh Advisors
Missouri
$3.3M
TLP
86
Trinity Legacy Partners
Texas
$3.19M
IAN
87
Integrated Advisors Network
Texas
$3.19M
SCA
88
Snowden Capital Advisors
New York
$3.1M
PAG
89
Private Advisory Group
Washington
$2.99M
FA
90
Flagstar Advisors
New York
$2.98M
SAG
91
SageView Advisory Group
California
$2.83M
RA
92
RFG Advisory
Alabama
$2.69M
EWM
93
Endowment Wealth Management
Wisconsin
$2.68M
SFS
94
Sowell Financial Services
Arkansas
$2.62M
GIA
95
Gladstone Institutional Advisory
Florida
$2.56M
Mariner
96
Mariner
Kansas
$2.54M
PAS
97
Park Avenue Securities
New York
$2.53M
BCM
98
Beaumont Capital Management
Massachusetts
$2.46M
FFG
99
First Financial Group
North Carolina
$2.43M
WWM
100
Wagner Wealth Management
South Carolina
$2.38M