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First Trust Senior Loan Fund ETF

327 hedge funds and large institutions have $1.67B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 133 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

Holders
327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
LSA
176
L & S Advisors
California
$716K
WI
177
WBI Investments
New Jersey
$710K
Mariner
178
Mariner
Kansas
$700K
IPW
179
Impact Partnership Wealth
Georgia
$686K
FPAS
180
Focus Partners Advisor Solutions
Missouri
$676K
WIP
181
WealthCare Investment Partners
Rhode Island
$676K
MHB
182
Midwest Heritage Bank
Iowa
$665K
MOS
183
MGO One Seven
Ohio
$664K
NWM
184
Northwest Wealth Management
Iowa
$661K
SWM
185
Spire Wealth Management
Virginia
$656K
GSIAS
186
Garden State Investment Advisory Services
New Jersey
$636K
JSL
187
JT Stratford LLC
Georgia
$619K
AWM
188
AE Wealth Management
Kansas
$615K
SPIA
189
Steward Partners Investment Advisory
New York
$613K
JIP
190
Jaffetilchin Investment Partners
Florida
$610K
SPC
191
Sigma Planning Corp
Michigan
$590K
MAG
192
MRA Advisory Group
New Jersey
$585K
WWA
193
Wealth Watch Advisors
Colorado
$568K
WWA
194
WCG Wealth Advisors
Nevada
$552K
CAM
195
Cozad Asset Management
Illinois
$538K
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$535K
OWA
197
Octavia Wealth Advisors
Ohio
$519K
Wealthfront Advisers
198
Wealthfront Advisers
California
$514K
ACI
199
Alpha Cubed Investments
California
$495K
PTC
200
Private Trust Company
Ohio
$484K