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First Trust Senior Loan Fund ETF

308 hedge funds and large institutions have $1.66B invested in First Trust Senior Loan Fund ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
308
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

Top Sellers

1 -$26.6M
2 -$8.69M
3 -$6.85M
4
Morgan Stanley
Morgan Stanley
New York
-$5.11M
5
QC
Quadrature Capital
United Kingdom
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VAG
201
VisionPoint Advisory Group
Texas
$444K
BJL
202
Brighton Jones LLC
Washington
$440K
GAA
203
Global Assets Advisory
Florida
$438K
MQWP
204
Morey & Quinn Wealth Partners
Nebraska
$437K
BMC
205
Beaton Management Company
Massachusetts
$433K
VWS
206
Virtus Wealth Solutions
New Jersey
$432K
CAL
207
Capital Analysts LLC
Pennsylvania
$431K
BFA
208
Beaumont Financial Advisors
Massachusetts
$431K
SWP
209
Stratos Wealth Partners
Ohio
$424K
HP
210
Holistic Planning
Texas
$412K
RW
211
RVW Wealth
California
$397K
RIS
212
Richmond Investment Services
Wisconsin
$388K
BCA
213
Bay Colony Advisors
Massachusetts
$386K
CAP
214
Columbia Advisory Partners
Washington
$378K
Millennium Management
215
Millennium Management
New York
$374K
IAIM
216
International Assets Investment Management
Florida
$373K
WH
217
Willner & Heller
California
$371K
BWP
218
Balboa Wealth Partners
Arizona
$350K
PWM
219
Purus Wealth Management
California
$350K
Wealthfront Advisers
220
Wealthfront Advisers
California
$337K
CW
221
CreativeOne Wealth
Kansas
$329K
JCM
222
Jacobi Capital Management
Pennsylvania
$329K
PWS
223
Proactive Wealth Strategies
Georgia
$323K
ATC
224
Argent Trust Co
Tennessee
$321K
GJIA
225
Glass Jacobson Investment Advisors
Maryland
$315K