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First Trust Senior Loan Fund ETF

323 hedge funds and large institutions have $1.66B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-13
Holders Change %
-3.87%
% of All Funds
4.33%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
25
Increased
131
Reduced
126
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
101
OneAscent Wealth Management
Alabama
$2.39M +$186K +4,054 +8%
FFG
102
First Financial Group
North Carolina
$2.34M +$22.9K +499 +1%
IFS
103
Ifrah Financial Services
Arkansas
$2.31M -$2.02K -44 -0.1%
GIA
104
Gladstone Institutional Advisory
Florida
$2.3M -$412K -8,981 -15%
Envestnet Portfolio Solutions
105
Envestnet Portfolio Solutions
Illinois
$2.22M -$161K -3,514 -7%
EWM
106
Endowment Wealth Management
Wisconsin
$2.13M +$243K +5,291 +13%
CCG
107
Coastwise Capital Group
California
$2.06M -$297K -6,468 -13%
TPA
108
Trivium Point Advisory
Connecticut
$2.02M -$222K -4,843 -10%
MSAM
109
Moloney Securities Asset Management
Missouri
$2.02M -$510K -11,104 -20%
OC
110
Oppenheimer & Co
New York
$2.01M +$107K +2,335 +6%
AAS
111
Avantax Advisory Services
Texas
$2.01M -$1.62M -35,212 -45%
AssetMark Inc
112
AssetMark Inc
California
$2M -$155K -3,375 -7%
AWA
113
Arete Wealth Advisors
Illinois
$1.98M +$30.7K +670 +2%
PWA
114
PCG Wealth Advisors
Kansas
$1.97M +$7.76K +169 +0.4%
AAS
115
Asset Allocation Strategies
Michigan
$1.95M -$188K -4,102 -9%
CAS
116
Coppell Advisory Solutions
Texas
$1.95M +$16.9K +368 +0.9%
KCFA
117
Key Client Fiduciary Advisors
New Jersey
$1.91M +$45.2K +986 +2%
Comerica Bank
118
Comerica Bank
Texas
$1.86M -$682K -14,867 -27%
VA
119
Valmark Advisers
Ohio
$1.85M +$10K +218 +0.5%
PCG
120
Prosperity Consulting Group
Maryland
$1.72M -$81.6K -1,779 -5%
MCM
121
MAI Capital Management
Ohio
$1.72M -$111K -2,421 -6%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$1.68M +$232K +5,053 +16%
MMHP
123
Murphy Middleton Hinkle & Parker
Georgia
$1.68M
CPA
124
Clear Point Advisors
New York
$1.65M +$1.42K +31 +0.1%
LWMI
125
Legacy Wealth Management (Idaho)
Idaho
$1.65M -$272K -5,922 -14%