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First Trust Senior Loan Fund ETF

297 hedge funds and large institutions have $1.51B invested in First Trust Senior Loan Fund ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.35%
New
33
Increased
116
Reduced
118
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
201
Inspirion Wealth Advisors
Illinois
$449K -$26.2K -573 -6%
SFPG
202
Stonebridge Financial Planning Group
Florida
$433K -$65.8K -1,438 -13%
BFA
203
Beaumont Financial Advisors
Massachusetts
$428K -$9.97K -218 -2%
Citadel Advisors
204
Citadel Advisors
Florida
$416K +$416K +9,084 New
WS
205
Wedbush Securities
California
$393K -$2.45M -53,630 -86%
MAG
206
MRA Advisory Group
New Jersey
$391K +$169K +3,701 +76%
CAS
207
Coppell Advisory Solutions
Texas
$384K -$892 -20 -0.2%
CCM
208
Chiron Capital Management
Florida
$384K -$17.4K -380 -4%
SWM
209
SeaCrest Wealth Management
New York
$376K
CAP
210
Columbia Advisory Partners
Washington
$371K -$29.9K -653 -7%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$368K +$368K +8,041 New
SOS
212
Silver Oak Securities
Tennessee
$366K -$529K -11,570 -59%
GWM
213
Gray Wealth Management
Maine
$359K +$5.95K +130 +2%
JCM
214
Jacobi Capital Management
Pennsylvania
$341K -$86.6K -1,893 -20%
HH
215
Hilltop Holdings
Texas
$339K +$9.47K +207 +3%
IA
216
Insight Advisors
Pennsylvania
$335K -$23K -503 -6%
PA
217
PFG Advisors
Arizona
$323K -$78.1K -1,707 -19%
ATC
218
Argent Trust Co
Tennessee
$320K
DFG
219
Delta Financial Group
New Jersey
$320K
1W
220
1776 Wealth
Georgia
$320K
CF
221
Centaurus Financial
California
$319K +$173K +3,789 +119%
MOS
222
MGO One Seven
Ohio
$318K +$57.1K +1,249 +22%
CWM
223
Congress Wealth Management
Massachusetts
$317K +$6.77K +148 +2%
LSA
224
Lion Street Advisors
Texas
$312K -$810K -17,718 -72%
BFEC
225
Benjamin F. Edwards & Company
Missouri
$307K -$1.61M -35,172 -84%