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First Trust Senior Loan Fund ETF

320 hedge funds and large institutions have $1.48B invested in First Trust Senior Loan Fund ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-10
Holders Change %
-3.03%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
30
Increased
117
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
101
Sowell Financial Services
Arkansas
$2.42M -$455K -9,916 -16%
FHC
102
First Heartland Consultants
Missouri
$2.36M -$137K -2,977 -5%
OIA
103
OneDigital Investment Advisors
Kansas
$2.33M -$86.2K -1,879 -4%
AWS
104
Atria Wealth Solutions
New York
$2.29M -$2.02M -44,078 -47%
Comerica Bank
105
Comerica Bank
Texas
$2.29M -$205K -4,468 -8%
SWP
106
ShoreHaven Wealth Partners
New Jersey
$2.25M +$1.41M +30,745 +168%
AFA
107
American Financial Advisors
Georgia
$2.23M -$245K -5,340 -10%
MSAM
108
Moloney Securities Asset Management
Missouri
$2.18M +$117K +2,539 +6%
AWM
109
Accel Wealth Management
Iowa
$2.17M -$3.17M -69,120 -59%
PPP
110
Private Portfolio Partners
New Jersey
$2.12M +$39.6K +864 +2%
IFS
111
Ifrah Financial Services
Arkansas
$2.1M +$34.7K +756 +2%
PCG
112
Prosperity Consulting Group
Maryland
$2.04M +$2.04M +44,462 New
Mariner
113
Mariner
Kansas
$2.04M -$2.57M -55,903 -56%
BRWA
114
B. Riley Wealth Advisors
Florida
$1.99M -$579K -12,603 -23%
HI
115
Harbour Investments
Wisconsin
$1.98M -$204K -4,438 -9%
CCG
116
Coastwise Capital Group
California
$1.97M +$593K +12,916 +43%
CA
117
CoreCap Advisors
Michigan
$1.96M +$282K +6,139 +17%
KCFA
118
Key Client Fiduciary Advisors
New Jersey
$1.93M +$25.4K +553 +1%
MMHP
119
Murphy Middleton Hinkle & Parker
Georgia
$1.93M +$11.8K +257 +0.6%
PAS
120
Park Avenue Securities
New York
$1.91M +$91K +1,982 +5%
OC
121
Oppenheimer & Co
New York
$1.85M -$99.9K -2,178 -5%
PWA
122
PCG Wealth Advisors
Kansas
$1.81M +$86.8K +1,891 +5%
AWA
123
Arete Wealth Advisors
Illinois
$1.69M +$274K +5,975 +19%
CPA
124
Clear Point Advisors
New York
$1.65M -$40.8K -888 -2%
WA
125
Waverly Advisors
Alabama
$1.61M -$23.3K -508 -1%