We are live on ! Find out more
FTSL icon

First Trust Senior Loan Fund ETF

314 hedge funds and large institutions have $1.65B invested in First Trust Senior Loan Fund ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 120 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

1.97% more ownership

Funds ownership: 68.13%70.1% (+2%)

1% more capital invested

Capital invested by funds: $1.64B → $1.65B (+$10.9M)

1% less funds holding

Funds holding: 316314 (-2)

3% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 124

Holders
314
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
3.82%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
33
Increased
120
Reduced
124
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
126
Integrity Financial
Wyoming
$1.51M -$107K -2,343 -7%
LWMI
127
Legacy Wealth Management (Idaho)
Idaho
$1.45M -$268K -5,852 -16%
EWM
128
Endowment Wealth Management
Wisconsin
$1.45M -$1.23M -26,797 -46%
AAS
129
Asset Allocation Strategies
Michigan
$1.43M -$229K -5,004 -14%
QCIG
130
Quad-Cities Investment Group
Iowa
$1.42M +$129K +2,816 +10%
HAS
131
HBW Advisory Services
California
$1.42M +$74.2K +1,619 +6%
SPIA
132
Steward Partners Investment Advisory
New York
$1.42M +$755K +16,471 +114%
IRC
133
Investors Research Corp
Georgia
$1.36M -$17.1K -372 -1%
CPA
134
Clear Point Advisors
New York
$1.31M -$344K -7,504 -21%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$1.28M +$146K +3,195 +13%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$1.25M -$737K -16,078 -37%
DAS
137
Dynamic Advisor Solutions
Arizona
$1.21M -$511K -11,141 -30%
HH
138
Hilltop Holdings
Texas
$1.18M +$114K +2,486 +11%
PFA
139
Plotkin Financial Advisors
Maryland
$1.18M +$134K +2,923 +13%
EH
140
Equitable Holdings
New York
$1.17M -$383K -8,355 -25%
LCWP
141
Legacy Capital Wealth Partners
Arkansas
$1.17M +$50.9K +1,111 +5%
CIAS
142
Capital Investment Advisory Services
North Carolina
$1.14M +$17.7K +386 +2%
IA
143
IFP Advisors
Florida
$1.13M +$15.7K +343 +1%
JWCA
144
J.W. Cole Advisors
Florida
$1.12M -$2.2M -47,948 -66%
PWM
145
Puff Wealth Management
New Jersey
$1.08M -$80K -1,744 -7%
SOS
146
Silver Oak Securities
Tennessee
$1.07M -$110K -2,401 -9%
WWA
147
WCG Wealth Advisors
Nevada
$1.06M +$498K +10,852 +89%
TWM
148
TCFG Wealth Management
California
$1.05M -$10.4K -227 -1%
GSIAS
149
Garden State Investment Advisory Services
New Jersey
$1.05M +$265K +5,779 +34%
NW
150
NewEdge Wealth
Pennsylvania
$1.04M -$27.1K -590 -3%