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First Trust Senior Loan Fund ETF

298 hedge funds and large institutions have $1.57B invested in First Trust Senior Loan Fund ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
298
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
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
126
TD Private Client Wealth
New York
$1.32M
IRC
127
Investors Research Corp
Georgia
$1.31M
AAS
128
Asset Allocation Strategies
Michigan
$1.3M
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$1.3M
PFA
130
Plotkin Financial Advisors
Maryland
$1.18M
TA
131
TrueWealth Advisors
Alabama
$1.16M
LCWP
132
Legacy Capital Wealth Partners
Arkansas
$1.12M
PA
133
Pinnacle Associates
New York
$1.1M
FFA
134
Farther Finance Advisors
California
$1.05M
CIAS
135
Capital Investment Advisory Services
North Carolina
$1.05M
SWP
136
ShoreHaven Wealth Partners
New Jersey
$1.04M
IA
137
IFP Advisors
Florida
$1.02M
TWM
138
TCFG Wealth Management
California
$1M
TIA
139
TCFG Investment Advisors
California
$1M
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
$993K
SOS
141
Silver Oak Securities
Tennessee
$990K
FPGK
142
Financial Partners Group (Kansas)
Kansas
$979K
SWM
143
Sandro Wealth Management
New Jersey
$970K
BAWC
144
Boyce & Associates Wealth Consulting
Texas
$952K
SPIA
145
Steward Partners Investment Advisory
New York
$924K
OWM
146
OneAscent Wealth Management
Alabama
$922K
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$916K
MOS
148
MGO One Seven
Ohio
$905K
WS
149
Wedbush Securities
California
$891K
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$889K