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First Trust Senior Loan Fund ETF

312 hedge funds and large institutions have $1.66B invested in First Trust Senior Loan Fund ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

Holders
312
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

Top Sellers

1 -$26.6M
2 -$8.69M
3 -$6.85M
4
Morgan Stanley
Morgan Stanley
New York
-$5.11M
5
QC
Quadrature Capital
United Kingdom
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Mutual Advisors
Nebraska
$979K
PF
152
PlanWiser Financial
Colorado
$943K
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$929K
MC
154
Moors & Cabot
Massachusetts
$928K
KFP
155
KMG Fiduciary Partners
Ohio
$927K
CIA
156
Concurrent Investment Advisors
Florida
$914K
AWM
157
Apollon Wealth Management
South Carolina
$908K
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$905K
Baird Financial Group
159
Baird Financial Group
Wisconsin
$902K
WWM
160
Western Wealth Management
Colorado
$896K
MFA
161
Mayflower Financial Advisors
Massachusetts
$879K
AAS
162
Ameritas Advisory Services
Nebraska
$876K
MSAM
163
Moloney Securities Asset Management
Missouri
$869K
BAWC
164
Boyce & Associates Wealth Consulting
Texas
$852K
AFA
165
American Financial Advisors
Georgia
$842K
SG
166
StoneX Group
New York
$821K
FPGK
167
Financial Partners Group (Kansas)
Kansas
$804K
ASN
168
Advisory Services Network
Georgia
$798K
CAG
169
Curtis Advisory Group
California
$797K
SB
170
Strategic Blueprint
Georgia
$787K
GSIAS
171
Garden State Investment Advisory Services
New Jersey
$784K
SWM
172
Spire Wealth Management
Virginia
$732K
P
173
&Partners
Tennessee
$713K
LSA
174
L & S Advisors
California
$703K
HA
175
Helium Advisors
Washington
$693K