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First Trust Senior Loan Fund ETF

312 hedge funds and large institutions have $1.66B 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, 116 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:

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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 -$26.6M
2 -$8.69M
3 -$6.85M
4
Morgan Stanley
Morgan Stanley
New York
-$5.11M
5
QC
Quadrature Capital
United Kingdom
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
201
Kingswood Wealth Advisors
California
$451K
WS
202
Wedbush Securities
California
$446K
VAG
203
VisionPoint Advisory Group
Texas
$444K
BJL
204
Brighton Jones LLC
Washington
$440K
GAA
205
Global Assets Advisory
Florida
$438K
MQWP
206
Morey & Quinn Wealth Partners
Nebraska
$437K
BMC
207
Beaton Management Company
Massachusetts
$433K
VWS
208
Virtus Wealth Solutions
New Jersey
$432K
CAL
209
Capital Analysts LLC
Pennsylvania
$431K
BFA
210
Beaumont Financial Advisors
Massachusetts
$431K
SWP
211
Stratos Wealth Partners
Ohio
$424K
HP
212
Holistic Planning
Texas
$412K
RW
213
RVW Wealth
California
$397K
RIS
214
Richmond Investment Services
Wisconsin
$388K
BCA
215
Bay Colony Advisors
Massachusetts
$386K
CAP
216
Columbia Advisory Partners
Washington
$378K
Millennium Management
217
Millennium Management
New York
$374K
IAIM
218
International Assets Investment Management
Florida
$373K
WH
219
Willner & Heller
California
$371K
BWP
220
Balboa Wealth Partners
Arizona
$350K
PWM
221
Purus Wealth Management
California
$350K
Wealthfront Advisers
222
Wealthfront Advisers
California
$337K
CW
223
CreativeOne Wealth
Kansas
$329K
JCM
224
Jacobi Capital Management
Pennsylvania
$329K
PWS
225
Proactive Wealth Strategies
Georgia
$323K