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First Trust Senior Loan Fund ETF

314 hedge funds and large institutions have $1.64B invested in First Trust Senior Loan Fund ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 29 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:

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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 -$24.6M
2 -$8.72M
3 -$6.87M
4
Morgan Stanley
Morgan Stanley
New York
-$5.13M
5
QC
Quadrature Capital
United Kingdom
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$659K
WIP
177
WealthCare Investment Partners
Rhode Island
$629K
PVI
178
Pine Valley Investments
New Jersey
$628K
NWM
179
Northwest Wealth Management
Iowa
$617K
EGM
180
Engineers Gate Manager
New York
$610K
JSL
181
JT Stratford LLC
Georgia
$592K
SPC
182
Sigma Planning Corp
Michigan
$581K
JIP
183
Jaffetilchin Investment Partners
Florida
$579K
WI
184
WBI Investments
New Jersey
$577K
AWM
185
AE Wealth Management
Kansas
$572K
WWA
186
WCG Wealth Advisors
Nevada
$560K
PA
187
PFG Advisors
Arizona
$550K
MOS
188
MGO One Seven
Ohio
$548K
CAM
189
Cozad Asset Management
Illinois
$548K
SAM
190
Synergy Asset Management
Washington
$541K
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$531K
MAG
192
MRA Advisory Group
New Jersey
$519K
MHB
193
Midwest Heritage Bank
Iowa
$519K
WWA
194
Wealth Watch Advisors
Colorado
$505K
OWA
195
Octavia Wealth Advisors
Ohio
$499K
PTC
196
Private Trust Company
Ohio
$491K
PS
197
Principal Securities
Iowa
$486K
VVP
198
Venture Visionary Partners
Ohio
$467K
FW
199
FullCircle Wealth
Texas
$466K
ACI
200
Alpha Cubed Investments
California
$458K