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First Trust Senior Loan Fund ETF

297 hedge funds and large institutions have $1.51B invested in First Trust Senior Loan Fund ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.35%
New
33
Increased
116
Reduced
118
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
126
PCG Wealth Advisors
Kansas
$1.45M -$180K -3,938 -11%
WA
127
WESPAC Advisors
California
$1.41M +$92.4K +2,020 +7%
MSAM
128
Moloney Securities Asset Management
Missouri
$1.4M +$381K +8,325 +37%
AAS
129
Ameritas Advisory Services
Nebraska
$1.39M +$597K +13,070 +75%
EWM
130
Endowment Wealth Management
Wisconsin
$1.38M +$247K +5,403 +22%
BCM
131
Brookstone Capital Management
Illinois
$1.37M +$521K +11,386 +61%
CIAS
132
Capital Investment Advisory Services
North Carolina
$1.37M -$22K -482 -2%
BCA
133
Bay Colony Advisors
Massachusetts
$1.34M +$742K +16,212 +124%
RW
134
RVW Wealth
California
$1.32M -$74.3K -1,624 -5%
DAS
135
Dynamic Advisor Solutions
Arizona
$1.27M -$57.7K -1,262 -4%
HIS
136
Harvest Investment Services
Illinois
$1.24M +$193K +4,210 +18%
MWM
137
Mattern Wealth Management
Kansas
$1.23M -$245K -5,352 -17%
MLA
138
My Legacy Advisors
Oregon
$1.22M -$59K -1,290 -5%
WIP
139
WealthCare Investment Partners
Rhode Island
$1.22M -$156K -3,417 -11%
KPWS
140
Kestra Private Wealth Services
Texas
$1.21M -$284K -6,204 -19%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$1.17M +$45.3K +984 +4%
TLP
142
Trinity Legacy Partners
Texas
$1.17M +$201K +4,390 +21%
DADC
143
D.A. Davidson & Co
Montana
$1.1M +$17.7K +387 +2%
TA
144
TrueWealth Advisors
Alabama
$1.01M -$731K -15,982 -42%
KCFA
145
Key Client Fiduciary Advisors
New Jersey
$983K -$67.5K -1,475 -6%
RG
146
Retirement Group
California
$982K -$11.8K -258 -1%
AP
147
Americana Partners
Texas
$961K -$50.5K -1,104 -5%
EH
148
Equitable Holdings
New York
$925K +$56.8K +1,241 +7%
CF
149
Clarity Financial
Texas
$922K +$922K +20,155 New
WCFA
150
Walkner Condon Financial Advisors
Wisconsin
$900K +$106K +2,317 +13%