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First Trust Senior Loan Fund ETF

314 hedge funds and large institutions have $1.65B invested in First Trust Senior Loan Fund ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 120 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
OWA
201
Octavia Wealth Advisors
Ohio
$497K
PTC
202
Private Trust Company
Ohio
$491K
PA
203
Pinnacle Associates
New York
$485K
VVP
204
Venture Visionary Partners
Ohio
$467K
ACI
205
Alpha Cubed Investments
California
$466K
MHB
206
Midwest Heritage Bank
Iowa
$461K
KPWS
207
Kestra Private Wealth Services
Texas
$456K
IWC
208
Integrated Wealth Concepts
Massachusetts
$453K
KWA
209
Kingswood Wealth Advisors
California
$450K
WI
210
WBI Investments
New Jersey
$446K
CAL
211
Capital Analysts LLC
Pennsylvania
$446K
VWS
212
Virtus Wealth Solutions
New Jersey
$439K
BMC
213
Beaton Management Company
Massachusetts
$434K
SWP
214
Stratos Wealth Partners
Ohio
$425K
MQWP
215
Morey & Quinn Wealth Partners
Nebraska
$425K
Ameriprise
216
Ameriprise
Minnesota
$415K
GAA
217
Global Assets Advisory
Florida
$402K
BCA
218
Bay Colony Advisors
Massachusetts
$399K
VAG
219
VisionPoint Advisory Group
Texas
$399K
RW
220
RVW Wealth
California
$398K
AO
221
Advisor OS
Illinois
$395K
Betterment LLC
222
Betterment LLC
New York
$370K
PAS
223
PKS Advisory Services
New York
$344K
JCM
224
Jacobi Capital Management
Pennsylvania
$333K
RIS
225
Richmond Investment Services
Wisconsin
$330K