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First Trust Senior Loan Fund ETF

326 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 25 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:

less 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)

26% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 34

Holders
326
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
WI
176
WBI Investments
New Jersey
$710K
Mariner
177
Mariner
Kansas
$700K
IPW
178
Impact Partnership Wealth
Georgia
$686K
FPAS
179
Focus Partners Advisor Solutions
Missouri
$676K
WIP
180
WealthCare Investment Partners
Rhode Island
$676K
MHB
181
Midwest Heritage Bank
Iowa
$665K
MOS
182
MGO One Seven
Ohio
$664K
NWM
183
Northwest Wealth Management
Iowa
$661K
SWM
184
Spire Wealth Management
Virginia
$656K
GSIAS
185
Garden State Investment Advisory Services
New Jersey
$636K
JSL
186
JT Stratford LLC
Georgia
$619K
AWM
187
AE Wealth Management
Kansas
$615K
SPIA
188
Steward Partners Investment Advisory
New York
$613K
JIP
189
Jaffetilchin Investment Partners
Florida
$610K
SPC
190
Sigma Planning Corp
Michigan
$590K
MAG
191
MRA Advisory Group
New Jersey
$585K
WWA
192
Wealth Watch Advisors
Colorado
$568K
WWA
193
WCG Wealth Advisors
Nevada
$552K
CAM
194
Cozad Asset Management
Illinois
$538K
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$535K
OWA
196
Octavia Wealth Advisors
Ohio
$519K
Wealthfront Advisers
197
Wealthfront Advisers
California
$514K
ACI
198
Alpha Cubed Investments
California
$495K
PTC
199
Private Trust Company
Ohio
$484K
PA
200
PFG Advisors
Arizona
$482K