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First Trust Senior Loan Fund ETF

327 hedge funds and large institutions have $1.67B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 133 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

Holders
327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
PA
201
PFG Advisors
Arizona
$482K
WS
202
Wedbush Securities
California
$481K
VAG
203
VisionPoint Advisory Group
Texas
$473K
VVP
204
Venture Visionary Partners
Ohio
$467K
PS
205
Principal Securities
Iowa
$466K
FW
206
FullCircle Wealth
Texas
$466K
CAL
207
Capital Analysts LLC
Pennsylvania
$462K
MQWP
208
Morey & Quinn Wealth Partners
Nebraska
$460K
HP
209
Holistic Planning
Texas
$454K
ACA
210
Aptus Capital Advisors
Alabama
$452K
GAA
211
Global Assets Advisory
Florida
$449K
SWP
212
Stratos Wealth Partners
Ohio
$443K
IWA
213
IVC Wealth Advisors
Pennsylvania
$441K
CP
214
Castleview Partners
Texas
$433K
KPWS
215
Kestra Private Wealth Services
Texas
$432K
VWS
216
Virtus Wealth Solutions
New Jersey
$428K
MCM
217
Mainstay Capital Management
Michigan
$414K
BFA
218
Beaumont Financial Advisors
Massachusetts
$411K
BMC
219
Beaton Management Company
Massachusetts
$411K
Betterment LLC
220
Betterment LLC
New York
$411K
FHC
221
First Heartland Consultants
Missouri
$403K
RW
222
RVW Wealth
California
$398K
RIS
223
Richmond Investment Services
Wisconsin
$393K
GJIA
224
Glass Jacobson Investment Advisors
Maryland
$390K
CFD
225
Creative Financial Designs
Indiana
$375K