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First Trust Senior Loan Fund ETF

323 hedge funds and large institutions have $1.82B invested in First Trust Senior Loan Fund ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 129 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+26
Holders Change %
+8.75%
% of All Funds
4.74%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
45
Increased
115
Reduced
129
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSAM
126
Moloney Securities Asset Management
Missouri
$1.54M +$128K +2,768 +9%
DAS
127
Dynamic Advisor Solutions
Arizona
$1.53M +$253K +5,494 +20%
EWM
128
Endowment Wealth Management
Wisconsin
$1.51M +$120K +2,612 +9%
BCA
129
Bay Colony Advisors
Massachusetts
$1.5M +$153K +3,319 +11%
IRC
130
Investors Research Corp
Georgia
$1.48M
WA
131
WESPAC Advisors
California
$1.48M +$55.1K +1,195 +4%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$1.4M +$230K +4,997 +20%
PAS
133
Park Avenue Securities
New York
$1.4M -$241K -5,241 -15%
NW
134
NewEdge Wealth
Pennsylvania
$1.37M -$115K -2,495 -8%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$1.36M -$334K -7,249 -20%
QCIG
136
Quad-Cities Investment Group
Iowa
$1.35M -$658K -14,252 -33%
CIAS
137
Capital Investment Advisory Services
North Carolina
$1.31M -$65K -1,411 -5%
RW
138
RVW Wealth
California
$1.31M -$12.8K -278 -1%
FTUS
139
Flow Traders U.S.
New York
$1.28M +$775K +16,828 +152%
MWM
140
Mattern Wealth Management
Kansas
$1.26M +$23.1K +502 +2%
Citadel Advisors
141
Citadel Advisors
Florida
$1.25M +$834K +18,097 +199%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$1.25M +$994K +21,584 +388%
UCFA
143
United Capital Financial Advisors
Texas
$1.22M -$2.64M -57,270 -68%
MLA
144
My Legacy Advisors
Oregon
$1.2M -$35.3K -766 -3%
WIP
145
WealthCare Investment Partners
Rhode Island
$1.16M -$68.4K -1,481 -6%
BFG
146
Beacon Financial Group
Texas
$1.15M -$8.38M -181,822 -88%
CCG
147
Coastwise Capital Group
California
$1.13M +$227K +4,924 +25%
EWA
148
Exencial Wealth Advisors
Oklahoma
$1.1M +$392K +8,513 +56%
CAG
149
Csenge Advisory Group
Florida
$1.1M -$2.51M -54,541 -70%
CFD
150
Creative Financial Designs
Indiana
$1.09M -$405K -8,792 -27%