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First Trust Senior Loan Fund ETF

326 hedge funds and large institutions have $1.67B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 133 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

Holders
326
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Wagner Wealth Management
South Carolina
$2.5M
TPWA
102
Twin Peaks Wealth Advisors
California
$2.45M
OWM
103
OneAscent Wealth Management
Alabama
$2.39M
FFG
104
First Financial Group
North Carolina
$2.34M
IFS
105
Ifrah Financial Services
Arkansas
$2.31M
GIA
106
Gladstone Institutional Advisory
Florida
$2.3M
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$2.22M
EWM
108
Endowment Wealth Management
Wisconsin
$2.13M
CCG
109
Coastwise Capital Group
California
$2.06M
TPA
110
Trivium Point Advisory
Connecticut
$2.02M
MSAM
111
Moloney Securities Asset Management
Missouri
$2.02M
OC
112
Oppenheimer & Co
New York
$2.01M
AAS
113
Avantax Advisory Services
Texas
$2.01M
AssetMark Inc
114
AssetMark Inc
California
$2M
AWA
115
Arete Wealth Advisors
Illinois
$1.98M
PWA
116
PCG Wealth Advisors
Kansas
$1.97M
AAS
117
Asset Allocation Strategies
Michigan
$1.95M
CAS
118
Coppell Advisory Solutions
Texas
$1.95M
KCFA
119
Key Client Fiduciary Advisors
New Jersey
$1.91M
Comerica Bank
120
Comerica Bank
Texas
$1.86M
VA
121
Valmark Advisers
Ohio
$1.85M
PCG
122
Prosperity Consulting Group
Maryland
$1.72M
MCM
123
MAI Capital Management
Ohio
$1.72M
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$1.68M
MMHP
125
Murphy Middleton Hinkle & Parker
Georgia
$1.68M