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First Trust Senior Loan Fund ETF

312 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 24 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

Holders
312
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
MMHP
126
Murphy Middleton Hinkle & Parker
Georgia
$1.62M
IF
127
Integrity Financial
Wyoming
$1.61M
SWP
128
ShoreHaven Wealth Partners
New Jersey
$1.57M
WA
129
Waverly Advisors
Alabama
$1.56M
EH
130
Equitable Holdings
New York
$1.55M
GWM
131
Geneos Wealth Management
Colorado
$1.54M
IPW
132
Impact Partnership Wealth
Georgia
$1.51M
FTUS
133
Flow Traders U.S.
New York
$1.4M
VAS
134
Vestmark Advisory Solutions
Massachusetts
$1.38M
IRC
135
Investors Research Corp
Georgia
$1.37M
HAS
136
HBW Advisory Services
California
$1.35M
PCM
137
Presidio Capital Management
California
$1.33M
QCIG
138
Quad-Cities Investment Group
Iowa
$1.29M
AWM
139
Accel Wealth Management
Iowa
$1.2M
SOS
140
Silver Oak Securities
Tennessee
$1.18M
LSA
141
Lion Street Advisors
Texas
$1.17M
PWM
142
Puff Wealth Management
New Jersey
$1.16M
Jones Financial Companies
143
Jones Financial Companies
Missouri
$1.14M
CIAS
144
Capital Investment Advisory Services
North Carolina
$1.12M
LCWP
145
Legacy Capital Wealth Partners
Arkansas
$1.12M
IA
146
IFP Advisors
Florida
$1.11M
NW
147
NewEdge Wealth
Pennsylvania
$1.06M
HH
148
Hilltop Holdings
Texas
$1.06M
TWM
149
TCFG Wealth Management
California
$1.06M
PFA
150
Plotkin Financial Advisors
Maryland
$1.04M