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First Trust Senior Loan Fund ETF

314 hedge funds and large institutions have $1.65B invested in First Trust Senior Loan Fund ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 120 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

1.97% more ownership

Funds ownership: 68.13%70.1% (+2%)

1% more capital invested

Capital invested by funds: $1.64B → $1.65B (+$10.9M)

1% less funds holding

Funds holding: 316314 (-2)

3% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 124

Holders
314
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
3.82%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
33
Increased
120
Reduced
124
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
101
Valmark Advisers
Ohio
$2.25M +$315K +6,874 +16%
TPWA
102
Twin Peaks Wealth Advisors
California
$2.23M -$105K -2,300 -4%
AFP
103
Ausdal Financial Partners
Iowa
$2.23M -$7.47K -163 -0.3%
Renaissance Technologies
104
Renaissance Technologies
New York
$2.21M -$12.5M -273,325 -85%
WA
105
Waverly Advisors
Alabama
$2.1M +$537K +11,717 +34%
OC
106
Oppenheimer & Co
New York
$2.1M +$73.4K +1,600 +4%
AWA
107
Arete Wealth Advisors
Illinois
$2.03M -$16.2K -353 -0.8%
WWMSC
108
Wagner Wealth Management (South Carolina)
South Carolina
$1.92M -$462K -10,066 -19%
Comerica Bank
109
Comerica Bank
Texas
$1.9M +$162K +3,535 +9%
Truist Financial
110
Truist Financial
North Carolina
$1.88M -$1.44M -31,320 -43%
TRCT
111
Tower Research Capital (TRC)
New York
$1.88M +$11.6K +253 +0.6%
TPA
112
Trivium Point Advisory
Connecticut
$1.87M -$84.2K -1,836 -4%
MCM
113
MAI Capital Management
Ohio
$1.8M +$46K +1,004 +3%
PCM
114
Presidio Capital Management
California
$1.8M +$466K +10,163 +35%
CAS
115
Coppell Advisory Solutions
Texas
$1.79M -$79K -1,722 -4%
CCG
116
Coastwise Capital Group
California
$1.78M -$104K -2,270 -6%
IPW
117
Impact Partnership Wealth
Georgia
$1.68M +$171K +3,740 +11%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$1.67M -$87.2K -1,902 -5%
PCG
119
Prosperity Consulting Group
Maryland
$1.65M -$69.9K -1,525 -4%
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$1.64M -$87.4K -1,906 -5%
BRWA
121
B. Riley Wealth Advisors
Florida
$1.61M -$81.5K -1,778 -5%
SWP
122
ShoreHaven Wealth Partners
New Jersey
$1.59M +$15.6K +341 +1%
YAIA
123
Yanni & Associates Investment Advisors
Pennsylvania
$1.56M +$1.56M +34,058 New
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$1.53M +$1.38M +30,158 +941%
GWM
125
Geneos Wealth Management
Colorado
$1.52M -$20.3K -443 -1%