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First Trust Senior Loan Fund ETF

323 hedge funds and large institutions have $1.66B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-13
Holders Change %
-3.87%
% of All Funds
4.33%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
25
Increased
131
Reduced
126
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$214M -$1.65M -35,854 -0.8%
LPL Financial
2
LPL Financial
California
$94.1M +$3.44M +74,906 +4%
Wells Fargo
3
Wells Fargo
California
$88.7M -$10.7M -232,939 -11%
Bank of America
4
Bank of America
North Carolina
$86.1M -$500K -10,889 -0.6%
Raymond James Financial
5
Raymond James Financial
Florida
$69M -$1.69M -36,824 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$68.5M -$3.72M -81,048 -5%
First Trust Advisors
7
First Trust Advisors
Illinois
$55.1M +$3.69M +80,291 +7%
OCM
8
One Capital Management
California
$52.1M -$8.68M -189,086 -14%
UBS Group
9
UBS Group
Switzerland
$35.7M -$1.27M -27,665 -3%
FAM
10
Flaharty Asset Management
Florida
$33.2M +$377K +8,215 +1%
WF
11
Welch & Forbes
Massachusetts
$31.3M +$1M +21,844 +3%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$30.1M +$677K +14,752 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$27.6M -$197K -4,262 -0.7%
HTI
14
Hikari Tsushin Inc
Japan
$26.2M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$26M +$7.94K +173 +0%
VCM
16
Virtue Capital Management
Tennessee
$25.4M -$4.37M -95,290 -15%
Stifel Financial
17
Stifel Financial
Missouri
$21.1M +$4.14M +90,322 +24%
TPW
18
TL Private Wealth
Texas
$21M +$24.9K +542 +0.1%
CWP
19
Cyndeo Wealth Partners
Florida
$18M +$182K +3,975 +1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$17.3M -$2.21M -48,202 -11%
CICC
21
Capital Investment Counsel (Colorado)
Colorado
$16.4M +$1.56M +33,919 +11%
Jane Street
22
Jane Street
New York
$15.2M +$4.09M +89,151 +37%
FPW
23
Fairvoy Private Wealth
Alabama
$15.2M +$309K +6,739 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$15.1M -$4.83M -105,237 -24%
Renaissance Technologies
25
Renaissance Technologies
New York
$14.1M +$11.3M +246,300 +411%