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First Trust Senior Loan Fund ETF

327 hedge funds and large institutions have $1.67B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 133 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

Holders
327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
126
Clear Point Advisors
New York
$1.65M
LWMI
127
Legacy Wealth Management (Idaho)
Idaho
$1.65M
LIS
128
Legacy Investment Solutions
Idaho
$1.65M
EH
129
Equitable Holdings
New York
$1.62M
WA
130
Waverly Advisors
Alabama
$1.55M
AFA
131
American Financial Advisors
Georgia
$1.5M
DAS
132
Dynamic Advisor Solutions
Arizona
$1.48M
SWP
133
ShoreHaven Wealth Partners
New Jersey
$1.46M
BRWA
134
B. Riley Wealth Advisors
Florida
$1.44M
PCM
135
Presidio Capital Management
California
$1.42M
AWM
136
Accel Wealth Management
Iowa
$1.42M
IRC
137
Investors Research Corp
Georgia
$1.37M
PWM
138
Puff Wealth Management
New Jersey
$1.22M
Baird Financial Group
139
Baird Financial Group
Wisconsin
$1.2M
QCIG
140
Quad-Cities Investment Group
Iowa
$1.18M
HH
141
Hilltop Holdings
Texas
$1.15M
AFP
142
Ausdal Financial Partners
Iowa
$1.09M
NW
143
NewEdge Wealth
Pennsylvania
$1.07M
TWM
144
TCFG Wealth Management
California
$1.07M
Koshinski Asset Management
145
Koshinski Asset Management
Illinois
$1.05M
CIAS
146
Capital Investment Advisory Services
North Carolina
$1.04M
AAS
147
Ameritas Advisory Services
Nebraska
$1.03M
MC
148
Moors & Cabot
Massachusetts
$1.03M
LCWP
149
Legacy Capital Wealth Partners
Arkansas
$1.02M
CWM
150
Congress Wealth Management
Massachusetts
$1M