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First Trust Senior Loan Fund ETF

297 hedge funds and large institutions have $1.51B invested in First Trust Senior Loan Fund ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.35%
New
33
Increased
116
Reduced
118
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
101
Snowden Capital Advisors
New York
$2.27M -$39.5K -864 -2%
AI
102
Atria Investments
North Carolina
$2.26M +$954K +20,853 +73%
AAS
103
Avantax Advisory Services
Texas
$2.23M +$278K +6,068 +14%
PAG
104
Private Advisory Group
Washington
$2.2M +$2.2M +48,030 New
CWM
105
Capital Wealth Management
Rhode Island
$2.15M +$72.2K +1,579 +3%
DC
106
Davenport & Co
Virginia
$2.12M +$687K +15,020 +48%
MMHP
107
Murphy Middleton Hinkle & Parker
Georgia
$2.1M +$10.6K +232 +0.5%
LCWP
108
Legacy Capital Wealth Partners
Arkansas
$2.06M +$599K +13,090 +41%
AWS
109
Atria Wealth Solutions
New York
$2.02M +$764K +16,701 +61%
QCIG
110
Quad-Cities Investment Group
Iowa
$1.99M -$746K -16,301 -27%
IFS
111
Ifrah Financial Services
Arkansas
$1.99M +$3.57K +78 +0.2%
PPP
112
Private Portfolio Partners
New Jersey
$1.91M -$58.9K -1,288 -3%
IGWM
113
ICA Group Wealth Management
Colorado
$1.89M -$1.14M -25,005 -38%
OC
114
Oppenheimer & Co
New York
$1.8M -$73.3K -1,602 -4%
LNC
115
Lincoln National Corp
Pennsylvania
$1.7M +$211K +4,622 +14%
EE
116
EWG Elevate
California
$1.68M +$55.3K +1,208 +3%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$1.68M -$275K -6,021 -14%
PAS
118
Park Avenue Securities
New York
$1.63M -$168K -3,668 -9%
CFGS
119
Concourse Financial Group Securities
Alabama
$1.62M -$279K -6,108 -15%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$1.59M +$200K +4,375 +14%
RIA
121
Realta Investment Advisors
Delaware
$1.57M -$267K -5,884 -15%
SFG
122
StrategIQ Financial Group
Indiana
$1.53M -$90.7K -1,982 -6%
CFD
123
Creative Financial Designs
Indiana
$1.49M +$186K +4,064 +14%
NW
124
NewEdge Wealth
Pennsylvania
$1.48M +$934K +20,427 +172%
IRC
125
Investors Research Corp
Georgia
$1.47M -$144K -3,147 -9%