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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
AWM
151
Accel Wealth Management
Iowa
$1.03M -$180K -3,925 -15%
FFA
152
Farther Finance Advisors
California
$1.02M +$983K +21,439 +3,003%
FPGK
153
Financial Partners Group (Kansas)
Kansas
$992K +$198K +4,310 +25%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$981K +$74.7K +1,629 +8%
AssetMark Inc
155
AssetMark Inc
California
$958K -$3.33M -72,712 -78%
SWM
156
Sandro Wealth Management
New Jersey
$947K +$946K +20,634 New
WS
157
Wedbush Securities
California
$936K +$489K +10,675 +110%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$923K +$923K +20,128 New
WWM
159
Western Wealth Management
Colorado
$904K +$6.97K +152 +0.8%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$902K -$28.1K -612 -3%
AWM
161
Apollon Wealth Management
South Carolina
$884K -$24.6K -536 -3%
ACM
162
Andina Capital Management
Utah
$877K -$2.65M -57,757 -75%
BAWC
163
Boyce & Associates Wealth Consulting
Texas
$855K +$1.93K +42 +0.2%
PFA
164
Perryman Financial Advisory
Texas
$852K +$852K +18,579 New
SB
165
Strategic Blueprint
Georgia
$800K +$12K +262 +2%
MFA
166
Mayflower Financial Advisors
Massachusetts
$798K -$81.5K -1,778 -9%
CAG
167
Curtis Advisory Group
California
$779K -$19K -414 -2%
VAS
168
Vestmark Advisory Solutions
Massachusetts
$778K -$605K -13,186 -44%
SG
169
StoneX Group
New York
$778K -$43.5K -948 -5%
ASN
170
Advisory Services Network
Georgia
$761K -$37.5K -817 -5%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$717K -$185K -4,045 -21%
SWM
172
Spire Wealth Management
Virginia
$717K -$15.8K -345 -2%
LSA
173
L & S Advisors
California
$705K +$1.88K +41 +0.3%
HA
174
Helium Advisors
Washington
$705K +$10.9K +238 +2%
MA
175
Mutual Advisors
Nebraska
$700K -$283K -6,182 -29%