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First Trust Senior Loan Fund ETF

312 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 24 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

Holders
312
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
WWM
101
Wagner Wealth Management
South Carolina
$2.38M
TPWA
102
Twin Peaks Wealth Advisors
California
$2.35M
OWM
103
OneAscent Wealth Management
Alabama
$2.33M
IFS
104
Ifrah Financial Services
Arkansas
$2.29M
AFP
105
Ausdal Financial Partners
Iowa
$2.23M
AWA
106
Arete Wealth Advisors
Illinois
$2.04M
OC
107
Oppenheimer & Co
New York
$2.02M
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$1.99M
KCFA
109
Key Client Fiduciary Advisors
New Jersey
$1.97M
TPA
110
Trivium Point Advisory
Connecticut
$1.95M
VA
111
Valmark Advisers
Ohio
$1.93M
CCG
112
Coastwise Capital Group
California
$1.88M
CAS
113
Coppell Advisory Solutions
Texas
$1.87M
TRCT
114
Tower Research Capital (TRC)
New York
$1.86M
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$1.76M
MCM
116
MAI Capital Management
Ohio
$1.75M
Comerica Bank
117
Comerica Bank
Texas
$1.74M
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$1.72M
PCG
119
Prosperity Consulting Group
Maryland
$1.72M
DAS
120
Dynamic Advisor Solutions
Arizona
$1.72M
LWMI
121
Legacy Wealth Management (Idaho)
Idaho
$1.72M
BRWA
122
B. Riley Wealth Advisors
Florida
$1.69M
PCM
123
Prelude Capital Management
New York
$1.68M
AAS
124
Asset Allocation Strategies
Michigan
$1.66M
CPA
125
Clear Point Advisors
New York
$1.66M