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First Trust Senior Loan Fund ETF

297 hedge funds and large institutions have $1.51B invested in First Trust Senior Loan Fund ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.35%
New
33
Increased
116
Reduced
118
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
176
Cambridge Advisors
Nebraska
$607K -$10.3K -225 -2%
TWM
177
Tanager Wealth Management
United Kingdom
$590K -$17.3M -378,394 -97%
SB
178
Strategic Blueprint
Georgia
$583K +$64.9K +1,419 +13%
CAG
179
Curtis Advisory Group
California
$567K -$5.81K -127 -1%
SFG
180
SevenBridge Financial Group
Pennsylvania
$564K +$564K +12,341 New
IA
181
IFP Advisors
Florida
$563K -$8.51K -186 -1%
PFA
182
Plotkin Financial Advisors
Maryland
$558K
MIFH
183
Migdal Insurance & Financial Holdings
Israel
$554K +$26.6K +582 +5%
CAM
184
Cozad Asset Management
Illinois
$553K -$4.48K -98 -0.8%
PTC
185
Private Trust Company
Ohio
$551K
HAS
186
HBW Advisory Services
California
$541K +$100K +2,191 +23%
IAIM
187
International Assets Investment Management
Florida
$538K -$25.3K -554 -4%
CP
188
Castleview Partners
Texas
$534K +$45.3K +991 +9%
ACI
189
Alpha Cubed Investments
California
$514K
RJT
190
Raymond James Trust
Florida
$506K +$20.4K +445 +4%
FTUS
191
Flow Traders U.S.
New York
$505K +$505K +11,039 New
FGA
192
Fortis Group Advisors
New Jersey
$501K +$2.49K +55 +0.5%
AO
193
Advisor OS
Illinois
$480K -$20.9K -458 -4%
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$473K -$6.77K -148 -1%
GAA
195
Global Assets Advisory
Florida
$472K -$63.1K -1,379 -12%
VIM
196
Vista Investment Management
Pennsylvania
$462K +$112K +2,451 +32%
CAL
197
Capital Analysts LLC
Pennsylvania
$459K +$2.06K +45 +0.5%
IWC
198
Integrated Wealth Concepts
Massachusetts
$459K -$89.1K -1,949 -16%
PIA
199
Pinion Investment Advisors
Kansas
$452K
SEP
200
Southland Equity Partners
Missouri
$449K +$103K +2,247 +30%