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First Trust Senior Loan Fund ETF

298 hedge funds and large institutions have $1.53B invested in First Trust Senior Loan Fund ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-12
Holders Change %
-3.87%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.25%
New
18
Increased
107
Reduced
141
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TLP
151
Trinity Legacy Partners
Texas
$956K -$7.98M -176,255 -89%
SXL
152
Summit X LLC
Missouri
$892K -$210K -4,645 -19%
SOS
153
Silver Oak Securities
Tennessee
$886K +$302K +6,675 +52%
CCG
154
Coastwise Capital Group
California
$872K -$6.25K -138 -0.7%
SPC
155
Sigma Planning Corp
Michigan
$867K -$272K -5,999 -24%
EH
156
Equitable Holdings
New York
$859K -$79.7K -1,760 -8%
AWM
157
AE Wealth Management
Kansas
$850K -$1.4M -30,819 -62%
PVI
158
Pine Valley Investments
New Jersey
$842K -$63.2K -1,396 -7%
BCM
159
Brookstone Capital Management
Illinois
$840K +$220K +4,855 +35%
JIP
160
Jaffetilchin Investment Partners
Florida
$838K -$1.93M -42,600 -70%
KFP
161
KMG Fiduciary Partners
Ohio
$835K +$149K +3,283 +22%
ECA
162
Elevated Capital Advisors
Utah
$813K -$14.1K -311 -2%
OWA
163
Octavia Wealth Advisors
Ohio
$799K -$23.7K -524 -3%
WCFA
164
Walkner Condon Financial Advisors
Wisconsin
$786K +$112K +2,470 +17%
AAS
165
Ameritas Advisory Services
Nebraska
$785K -$660K -14,598 -46%
LCGC
166
Legacy Capital Group California
California
$748K +$6.7K +148 +0.9%
IWA
167
IVC Wealth Advisors
Pennsylvania
$729K -$95.2K -2,102 -12%
MC
168
Moors & Cabot
Massachusetts
$728K +$22.7K +500 +3%
GJIA
169
Glass Jacobson Investment Advisors
Maryland
$715K +$715K +15,783 New
IA
170
IFG Advisory
Georgia
$712K -$644K -14,212 -47%
FH
171
FWG Holdings
Florida
$701K -$8.98K -197 -1%
NWM
172
Northwest Wealth Management
Iowa
$686K +$317 +7 +0%
LI
173
LVZ Inc
Michigan
$670K -$13.1K -290 -2%
PWM
174
Purus Wealth Management
California
$667K -$78.4K -1,730 -11%
ASN
175
Advisory Services Network
Georgia
$662K -$181 -4 -0%