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First Trust Senior Loan Fund ETF

308 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 25 funds opening new positions, 133 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
308
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
NWM
176
Northwest Wealth Management
Iowa
$617K
EGM
177
Engineers Gate Manager
New York
$610K
JSL
178
JT Stratford LLC
Georgia
$592K
SPC
179
Sigma Planning Corp
Michigan
$581K
JIP
180
Jaffetilchin Investment Partners
Florida
$579K
WI
181
WBI Investments
New Jersey
$577K
AWM
182
AE Wealth Management
Kansas
$572K
WWA
183
WCG Wealth Advisors
Nevada
$560K
PA
184
PFG Advisors
Arizona
$550K
MOS
185
MGO One Seven
Ohio
$548K
CAM
186
Cozad Asset Management
Illinois
$548K
SAM
187
Synergy Asset Management
Washington
$541K
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$531K
MAG
189
MRA Advisory Group
New Jersey
$519K
MHB
190
Midwest Heritage Bank
Iowa
$519K
WWA
191
Wealth Watch Advisors
Colorado
$505K
OWA
192
Octavia Wealth Advisors
Ohio
$499K
PTC
193
Private Trust Company
Ohio
$491K
PS
194
Principal Securities
Iowa
$486K
VVP
195
Venture Visionary Partners
Ohio
$467K
FW
196
FullCircle Wealth
Texas
$466K
ACI
197
Alpha Cubed Investments
California
$458K
KPWS
198
Kestra Private Wealth Services
Texas
$452K
KWA
199
Kingswood Wealth Advisors
California
$451K
WS
200
Wedbush Securities
California
$446K