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First Trust Senior Loan Fund ETF

314 hedge funds and large institutions have $1.64B invested in First Trust Senior Loan Fund ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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 -$24.6M
2 -$8.72M
3 -$6.87M
4
Morgan Stanley
Morgan Stanley
New York
-$5.13M
5
QC
Quadrature Capital
United Kingdom
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
201
Kestra Private Wealth Services
Texas
$452K
KWA
202
Kingswood Wealth Advisors
California
$451K
WS
203
Wedbush Securities
California
$446K
VAG
204
VisionPoint Advisory Group
Texas
$444K
BJL
205
Brighton Jones LLC
Washington
$440K
GAA
206
Global Assets Advisory
Florida
$438K
MQWP
207
Morey & Quinn Wealth Partners
Nebraska
$437K
BMC
208
Beaton Management Company
Massachusetts
$433K
VWS
209
Virtus Wealth Solutions
New Jersey
$432K
CAL
210
Capital Analysts LLC
Pennsylvania
$431K
BFA
211
Beaumont Financial Advisors
Massachusetts
$431K
SWP
212
Stratos Wealth Partners
Ohio
$424K
HP
213
Holistic Planning
Texas
$412K
RW
214
RVW Wealth
California
$397K
RIS
215
Richmond Investment Services
Wisconsin
$388K
BCA
216
Bay Colony Advisors
Massachusetts
$386K
CAP
217
Columbia Advisory Partners
Washington
$378K
Millennium Management
218
Millennium Management
New York
$374K
IAIM
219
International Assets Investment Management
Florida
$373K
WH
220
Willner & Heller
California
$371K
BWP
221
Balboa Wealth Partners
Arizona
$350K
PWM
222
Purus Wealth Management
California
$350K
Wealthfront Advisers
223
Wealthfront Advisers
California
$337K
CW
224
CreativeOne Wealth
Kansas
$329K
JCM
225
Jacobi Capital Management
Pennsylvania
$329K