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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
Morgan Stanley
1
Morgan Stanley
New York
$194M -$15.4M -335,484 -7%
LPL Financial
2
LPL Financial
California
$91.3M -$2.13M -46,564 -2%
Wells Fargo
3
Wells Fargo
California
$83.9M -$5.62M -122,561 -6%
Bank of America
4
Bank of America
North Carolina
$80M -$3.61M -78,740 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$71.1M +$1.15M +25,058 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$64M -$7.67M -167,385 -11%
OCM
7
One Capital Management
California
$57.9M +$5.88M +128,141 +11%
First Trust Advisors
8
First Trust Advisors
Illinois
$50.5M -$2.39M -52,233 -5%
UBS Group
9
UBS Group
Switzerland
$37.4M +$1.46M +31,935 +4%
FAM
10
Flaharty Asset Management
Florida
$36M +$1.16M +25,407 +3%
WF
11
Welch & Forbes
Massachusetts
$32M +$860K +18,753 +3%
VCM
12
Virtue Capital Management
Tennessee
$31.6M +$30.8M +671,080 +3,791%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$29.8M +$29.8M +650,182 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$28.1M -$361K -7,863 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$26.6M -$722K -15,740 -3%
HTI
16
Hikari Tsushin Inc
Japan
$26.2M
TPW
17
TL Private Wealth
Texas
$24.6M +$849K +18,521 +4%
CICC
18
Capital Investment Counsel (Colorado)
Colorado
$20.6M +$1.71M +37,404 +9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$20.1M +$4.96M +108,169 +33%
CWP
20
Cyndeo Wealth Partners
Florida
$18.5M +$570K +12,423 +3%
Stifel Financial
21
Stifel Financial
Missouri
$18.1M -$1.72M -37,562 -9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$15M -$199K -4,334 -1%
HAC
23
Harbor Advisory Corp
New Hampshire
$15M +$791K +17,250 +6%
CIA
24
Concurrent Investment Advisors
Florida
$14.4M +$13.5M +293,847 +1,474%
JP Morgan Chase
25
JP Morgan Chase
New York
$14.4M +$7.09M +154,662 +97%