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First Trust Senior Loan Fund ETF

311 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 32 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
AWM
151
Accel Wealth Management
Iowa
$1.03M
FFA
152
Farther Finance Advisors
California
$1.02M
FPGK
153
Financial Partners Group (Kansas)
Kansas
$992K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$981K
AssetMark Inc
155
AssetMark Inc
California
$958K
SWM
156
Sandro Wealth Management
New Jersey
$947K
WS
157
Wedbush Securities
California
$936K
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$923K
WWM
159
Western Wealth Management
Colorado
$904K
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$902K
AWM
161
Apollon Wealth Management
South Carolina
$884K
ACM
162
Andina Capital Management
Utah
$877K
BAWC
163
Boyce & Associates Wealth Consulting
Texas
$855K
PFA
164
Perryman Financial Advisory
Texas
$852K
SB
165
Strategic Blueprint
Georgia
$800K
MFA
166
Mayflower Financial Advisors
Massachusetts
$798K
CAG
167
Curtis Advisory Group
California
$779K
VAS
168
Vestmark Advisory Solutions
Massachusetts
$778K
SG
169
StoneX Group
New York
$778K
ASN
170
Advisory Services Network
Georgia
$761K
Baird Financial Group
171
Baird Financial Group
Wisconsin
$717K
SWM
172
Spire Wealth Management
Virginia
$717K
LSA
173
L & S Advisors
California
$705K
HA
174
Helium Advisors
Washington
$705K
MA
175
Mutual Advisors
Nebraska
$700K