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First Trust Senior Loan Fund ETF

308 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 25 funds opening new positions, 133 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
308
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
IF
126
Integrity Financial
Wyoming
$1.61M
SWP
127
ShoreHaven Wealth Partners
New Jersey
$1.57M
WA
128
Waverly Advisors
Alabama
$1.56M
EH
129
Equitable Holdings
New York
$1.55M
GWM
130
Geneos Wealth Management
Colorado
$1.54M
IPW
131
Impact Partnership Wealth
Georgia
$1.51M
FTUS
132
Flow Traders U.S.
New York
$1.4M
VAS
133
Vestmark Advisory Solutions
Massachusetts
$1.38M
IRC
134
Investors Research Corp
Georgia
$1.37M
HAS
135
HBW Advisory Services
California
$1.35M
PCM
136
Presidio Capital Management
California
$1.33M
QCIG
137
Quad-Cities Investment Group
Iowa
$1.29M
AWM
138
Accel Wealth Management
Iowa
$1.2M
SOS
139
Silver Oak Securities
Tennessee
$1.18M
LSA
140
Lion Street Advisors
Texas
$1.17M
PWM
141
Puff Wealth Management
New Jersey
$1.16M
Jones Financial Companies
142
Jones Financial Companies
Missouri
$1.14M
CIAS
143
Capital Investment Advisory Services
North Carolina
$1.12M
LCWP
144
Legacy Capital Wealth Partners
Arkansas
$1.12M
NW
145
NewEdge Wealth
Pennsylvania
$1.06M
HH
146
Hilltop Holdings
Texas
$1.06M
TWM
147
TCFG Wealth Management
California
$1.06M
PFA
148
Plotkin Financial Advisors
Maryland
$1.04M
MA
149
Mutual Advisors
Nebraska
$979K
PF
150
PlanWiser Financial
Colorado
$943K