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First Trust Senior Loan Fund ETF

298 hedge funds and large institutions have $1.57B invested in First Trust Senior Loan Fund ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
298
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
Name Holding Trade Value Shares
Change
Change in
Stake
BA
176
Blueline Advisors
New Hampshire
$558K
PTC
177
Private Trust Company
Ohio
$526K
Baird Financial Group
178
Baird Financial Group
Wisconsin
$522K
AFA
179
American Financial Advisors
Georgia
$515K
MAG
180
MRA Advisory Group
New Jersey
$514K
MFA
181
Mayflower Financial Advisors
Massachusetts
$510K
UBS AM
182
UBS AM
Illinois
$504K
PNFS
183
PW Nova Financial Services
Pennsylvania
$490K
OWA
184
Octavia Wealth Advisors
Ohio
$481K
VVP
185
Venture Visionary Partners
Ohio
$456K
VAG
186
VisionPoint Advisory Group
Texas
$456K
AO
187
Advisor OS
Illinois
$455K
GWP
188
Gateway Wealth Partners
Wisconsin
$453K
PWM
189
Perigon Wealth Management
California
$447K
CAL
190
Capital Analysts LLC
Pennsylvania
$444K
KPWS
191
Kestra Private Wealth Services
Texas
$443K
VWS
192
Virtus Wealth Solutions
New Jersey
$435K
SW
193
Simplicity Wealth
New Jersey
$432K
AWM
194
Apollon Wealth Management
South Carolina
$426K
BMC
195
Beaton Management Company
Massachusetts
$423K
Betterment LLC
196
Betterment LLC
New York
$421K
SWP
197
Stratos Wealth Partners
Ohio
$417K
MQWP
198
Morey & Quinn Wealth Partners
Nebraska
$415K
IFG
199
Independent Financial Group
California
$415K
WI
200
WBI Investments
New Jersey
$407K