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First Trust Senior Loan Fund ETF

323 hedge funds and large institutions have $1.82B invested in First Trust Senior Loan Fund ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 129 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+26
Holders Change %
+8.75%
% of All Funds
4.74%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
45
Increased
115
Reduced
129
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
201
Principal Securities
Iowa
$522K +$522K +11,331 New
CCM
202
Crabel Capital Management
California
$521K +$521K +11,307 New
ACI
203
Alpha Cubed Investments
California
$518K
RJT
204
Raymond James Trust
Florida
$503K -$7.28K -158 -1%
FGA
205
Fortis Group Advisors
New Jersey
$501K
PWM
206
Purus Wealth Management
California
$480K -$196K -4,264 -29%
GAA
207
Global Assets Advisory
Florida
$475K
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$464K +$93.2K +2,023 +25%
WEG
209
World Equity Group
Illinois
$461K +$461K +10,016 New
IAIM
210
International Assets Investment Management
Florida
$453K -$90.3K -1,961 -17%
SEP
211
Southland Equity Partners
Missouri
$441K -$11.1K -242 -2%
SPC
212
Sigma Planning Corp
Michigan
$434K -$386K -8,374 -47%
PIA
213
Pinion Investment Advisors
Kansas
$424K -$31K -673 -7%
KWA
214
Kingswood Wealth Advisors
California
$414K +$414K +8,985 New
PTC
215
Private Trust Company
Ohio
$411K -$144K -3,124 -26%
SWP
216
Significant Wealth Partners
Illinois
$407K +$407K +8,832 New
WS
217
Wedbush Securities
California
$406K +$9.82K +213 +2%
IWA
218
Inspirion Wealth Advisors
Illinois
$401K -$50.2K -1,090 -11%
TA
219
TFG Advisers
Michigan
$388K +$388K +8,419 New
CAL
220
Capital Analysts LLC
Pennsylvania
$386K -$76.5K -1,661 -17%
VIM
221
Vista Investment Management
Pennsylvania
$385K -$80.9K -1,757 -17%
SWM
222
SeaCrest Wealth Management
New York
$384K +$6.26K +136 +2%
ECA
223
Elevated Capital Advisors
Utah
$374K -$450K -9,768 -55%
BFA
224
Beaumont Financial Advisors
Massachusetts
$371K -$59.8K -1,297 -14%
CWA
225
Clarus Wealth Advisors
Arizona
$370K +$370K +8,024 New