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First Trust Senior Loan Fund ETF

309 hedge funds and large institutions have $1.64B invested in First Trust Senior Loan Fund ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 122 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
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
LWMI
126
Legacy Wealth Management (Idaho)
Idaho
$1.45M
EWM
127
Endowment Wealth Management
Wisconsin
$1.45M
AAS
128
Asset Allocation Strategies
Michigan
$1.43M
QCIG
129
Quad-Cities Investment Group
Iowa
$1.42M
HAS
130
HBW Advisory Services
California
$1.42M
SPIA
131
Steward Partners Investment Advisory
New York
$1.42M
IRC
132
Investors Research Corp
Georgia
$1.36M
CPA
133
Clear Point Advisors
New York
$1.31M
Jones Financial Companies
134
Jones Financial Companies
Missouri
$1.28M
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$1.25M
DAS
136
Dynamic Advisor Solutions
Arizona
$1.21M
HH
137
Hilltop Holdings
Texas
$1.18M
PFA
138
Plotkin Financial Advisors
Maryland
$1.18M
EH
139
Equitable Holdings
New York
$1.17M
LCWP
140
Legacy Capital Wealth Partners
Arkansas
$1.17M
CIAS
141
Capital Investment Advisory Services
North Carolina
$1.14M
IA
142
IFP Advisors
Florida
$1.13M
JWCA
143
J.W. Cole Advisors
Florida
$1.12M
PWM
144
Puff Wealth Management
New Jersey
$1.08M
SOS
145
Silver Oak Securities
Tennessee
$1.07M
WWA
146
WCG Wealth Advisors
Nevada
$1.06M
TWM
147
TCFG Wealth Management
California
$1.05M
GSIAS
148
Garden State Investment Advisory Services
New Jersey
$1.05M
NW
149
NewEdge Wealth
Pennsylvania
$1.04M
AWM
150
Accel Wealth Management
Iowa
$1.03M