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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

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

1.97% more ownership

Funds ownership: 68.13%70.1% (+2%)

1% more capital invested

Capital invested by funds: $1.64B → $1.65B (+$10.9M)

1% less funds holding

Funds holding: 316314 (-2)

3% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 124

Holders
314
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
3.82%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
33
Increased
120
Reduced
124
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
201
Octavia Wealth Advisors
Ohio
$497K -$2.29K -50 -0.5%
PTC
202
Private Trust Company
Ohio
$491K -$1.01K -22 -0.2%
PA
203
Pinnacle Associates
New York
$485K +$485K +10,575 New
VVP
204
Venture Visionary Partners
Ohio
$467K
ACI
205
Alpha Cubed Investments
California
$466K +$7.57K +165 +2%
MHB
206
Midwest Heritage Bank
Iowa
$461K -$58.6K -1,279 -11%
KPWS
207
Kestra Private Wealth Services
Texas
$456K +$2.93K +64 +0.6%
IWC
208
Integrated Wealth Concepts
Massachusetts
$453K -$10M -218,587 -96%
KWA
209
Kingswood Wealth Advisors
California
$450K -$1.28K -28 -0.3%
WI
210
WBI Investments
New Jersey
$446K -$131K -2,865 -23%
CAL
211
Capital Analysts LLC
Pennsylvania
$446K +$14.4K +314 +3%
VWS
212
Virtus Wealth Solutions
New Jersey
$439K +$6.33K +138 +1%
BMC
213
Beaton Management Company
Massachusetts
$434K
SWP
214
Stratos Wealth Partners
Ohio
$425K +$1.24K +27 +0.3%
MQWP
215
Morey & Quinn Wealth Partners
Nebraska
$425K -$12.7K -277 -3%
Ameriprise
216
Ameriprise
Minnesota
$415K +$175K +3,808 +73%
GAA
217
Global Assets Advisory
Florida
$402K -$36.8K -803 -8%
BCA
218
Bay Colony Advisors
Massachusetts
$399K +$13K +283 +3%
VAG
219
VisionPoint Advisory Group
Texas
$399K -$46.1K -1,005 -10%
RW
220
RVW Wealth
California
$398K
AO
221
Advisor OS
Illinois
$395K +$133K +2,907 +51%
Betterment LLC
222
Betterment LLC
New York
$370K +$65.2K +1,423 +21%
PAS
223
PKS Advisory Services
New York
$344K +$46.6K +1,017 +16%
JCM
224
Jacobi Capital Management
Pennsylvania
$333K +$3.44K +75 +1%
RIS
225
Richmond Investment Services
Wisconsin
$330K -$57.5K -1,254 -15%