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First Trust Senior Loan Fund ETF

322 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
322
Holders Change
-14
Holders Change %
-4.17%
% of All Funds
4.32%
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 %
LIS
126
Legacy Investment Solutions
Idaho
$1.65M +$1.65M +35,870 New
EH
127
Equitable Holdings
New York
$1.62M +$305K +6,650 +23%
WA
128
Waverly Advisors
Alabama
$1.55M -$17.3K -378 -1%
AFA
129
American Financial Advisors
Georgia
$1.5M -$63K -1,372 -4%
DAS
130
Dynamic Advisor Solutions
Arizona
$1.48M -$243K -5,306 -14%
SWP
131
ShoreHaven Wealth Partners
New Jersey
$1.46M -$223K -4,870 -13%
BRWA
132
B. Riley Wealth Advisors
Florida
$1.44M +$1.44M +31,284 New
PCM
133
Presidio Capital Management
California
$1.42M +$98.9K +2,156 +7%
AWM
134
Accel Wealth Management
Iowa
$1.42M -$30.1K -655 -2%
IRC
135
Investors Research Corp
Georgia
$1.37M -$17.2K -375 -1%
PWM
136
Puff Wealth Management
New Jersey
$1.22M +$37.5K +817 +3%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$1.2M -$3.43M -74,689 -74%
QCIG
138
Quad-Cities Investment Group
Iowa
$1.18M +$115K +2,499 +11%
HH
139
Hilltop Holdings
Texas
$1.15M +$5.37K +117 +0.5%
AFP
140
Ausdal Financial Partners
Iowa
$1.09M +$832K +18,125 +316%
NW
141
NewEdge Wealth
Pennsylvania
$1.07M -$39.5K -860 -4%
TWM
142
TCFG Wealth Management
California
$1.07M -$1.88K -41 -0.2%
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$1.05M +$8.03K +175 +0.8%
CIAS
144
Capital Investment Advisory Services
North Carolina
$1.04M +$129K +2,817 +14%
AAS
145
Ameritas Advisory Services
Nebraska
$1.03M -$682K -14,857 -40%
MC
146
Moors & Cabot
Massachusetts
$1.03M +$64.7K +1,410 +7%
LCWP
147
Legacy Capital Wealth Partners
Arkansas
$1.02M -$91.3K -2,053 -8%
CWM
148
Congress Wealth Management
Massachusetts
$1M -$5.42K -118 -0.5%
MA
149
Mutual Advisors
Nebraska
$977K -$113K -2,468 -10%
SIA
150
Summit Investment Advisors
Maryland
$912K +$99.1K +2,158 +12%