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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
TPWA
101
Twin Peaks Wealth Advisors
California
$2.35M
OWM
102
OneAscent Wealth Management
Alabama
$2.33M
IFS
103
Ifrah Financial Services
Arkansas
$2.29M
AFP
104
Ausdal Financial Partners
Iowa
$2.23M
AWA
105
Arete Wealth Advisors
Illinois
$2.04M
OC
106
Oppenheimer & Co
New York
$2.02M
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$1.99M
KCFA
108
Key Client Fiduciary Advisors
New Jersey
$1.97M
TPA
109
Trivium Point Advisory
Connecticut
$1.95M
VA
110
Valmark Advisers
Ohio
$1.93M
CCG
111
Coastwise Capital Group
California
$1.88M
CAS
112
Coppell Advisory Solutions
Texas
$1.87M
TRCT
113
Tower Research Capital (TRC)
New York
$1.86M
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$1.76M
MCM
115
MAI Capital Management
Ohio
$1.75M
Comerica Bank
116
Comerica Bank
Texas
$1.74M
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$1.72M
PCG
118
Prosperity Consulting Group
Maryland
$1.72M
DAS
119
Dynamic Advisor Solutions
Arizona
$1.72M
LWMI
120
Legacy Wealth Management (Idaho)
Idaho
$1.72M
BRWA
121
B. Riley Wealth Advisors
Florida
$1.69M
PCM
122
Prelude Capital Management
New York
$1.68M
AAS
123
Asset Allocation Strategies
Michigan
$1.66M
CPA
124
Clear Point Advisors
New York
$1.66M
MMHP
125
Murphy Middleton Hinkle & Parker
Georgia
$1.62M