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First Trust Senior Loan Fund ETF

311 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 32 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
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
PTC
201
Private Trust Company
Ohio
$491K
PA
202
Pinnacle Associates
New York
$485K
VVP
203
Venture Visionary Partners
Ohio
$467K
ACI
204
Alpha Cubed Investments
California
$466K
MHB
205
Midwest Heritage Bank
Iowa
$461K
KPWS
206
Kestra Private Wealth Services
Texas
$456K
IWC
207
Integrated Wealth Concepts
Massachusetts
$453K
KWA
208
Kingswood Wealth Advisors
California
$450K
WI
209
WBI Investments
New Jersey
$446K
CAL
210
Capital Analysts LLC
Pennsylvania
$446K
VWS
211
Virtus Wealth Solutions
New Jersey
$439K
BMC
212
Beaton Management Company
Massachusetts
$434K
SWP
213
Stratos Wealth Partners
Ohio
$425K
MQWP
214
Morey & Quinn Wealth Partners
Nebraska
$425K
Ameriprise
215
Ameriprise
Minnesota
$415K
GAA
216
Global Assets Advisory
Florida
$402K
BCA
217
Bay Colony Advisors
Massachusetts
$399K
VAG
218
VisionPoint Advisory Group
Texas
$399K
RW
219
RVW Wealth
California
$398K
AO
220
Advisor OS
Illinois
$395K
Betterment LLC
221
Betterment LLC
New York
$370K
PAS
222
PKS Advisory Services
New York
$344K
JCM
223
Jacobi Capital Management
Pennsylvania
$333K
RIS
224
Richmond Investment Services
Wisconsin
$330K
PWM
225
Purus Wealth Management
California
$328K