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First Trust Senior Loan Fund ETF

340 hedge funds and large institutions have $1.69B invested in First Trust Senior Loan Fund ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 157 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 107

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

1.83% less ownership

Funds ownership: 72.34%70.51% (-1.8%)

4% less funds holding

Funds holding: 353340 (-13)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

36% less capital invested

Capital invested by funds: $2.63B → $1.69B (-$937M)

Holders
340
Holders Change
-13
Holders Change %
-3.68%
% of All Funds
4.56%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.21%
New
23
Increased
157
Reduced
107
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
226
Bay Colony Advisors
Massachusetts
$360K
DFG
227
Delta Financial Group
New Jersey
$350K
CAG
228
Csenge Advisory Group
Florida
$346K -$231 -5 -0.1%
IAIM
229
International Assets Investment Management
Florida
$345K -$26.2K -569 -7%
IA
230
IFG Advisory
Georgia
$341K +$16K +347 +5%
GSIAS
231
Garden State Investment Advisory Services
New Jersey
$334K -$117K -2,536 -26%
CW
232
CreativeOne Wealth
Kansas
$333K +$78.8K +1,709 +31%
CCM
233
Chiron Capital Management
Florida
$332K
WCFA
234
Walkner Condon Financial Advisors
Wisconsin
$329K -$21.8K -473 -6%
MWM
235
Mattern Wealth Management
Kansas
$324K -$125K -2,706 -28%
ATC
236
Argent Trust Co
Tennessee
$320K
PWS
237
Proactive Wealth Strategies
Georgia
$312K +$5.35K +116 +2%
WCM
238
Winebrenner Capital Management
Kentucky
$304K +$3.41K +74 +1%
ACA
239
Aptus Capital Advisors
Alabama
$303K +$288K +6,244 +1,561%
JCM
240
Jacobi Capital Management
Pennsylvania
$302K +$62.2K +1,349 +26%
RIA
241
Realta Investment Advisors
Delaware
$301K +$14.5K +315 +5%
WI
242
WBI Investments
New Jersey
$301K -$1.47M -31,902 -83%
BJL
243
Brighton Jones LLC
Washington
$289K +$21.9K +475 +8%
BFG
244
Beacon Financial Group
Texas
$277K -$620K -13,448 -69%
PJWM
245
Philip James Wealth Mangement
Georgia
$267K -$335K -7,265 -55%
SAM
246
Synergy Asset Management
Washington
$265K -$345K -7,473 -56%
AFP
247
Ausdal Financial Partners
Iowa
$262K +$36.3K +788 +16%
LIG
248
Lokken Investment Group
Delaware
$260K
PAS
249
PKS Advisory Services
New York
$259K +$30.4K +659 +13%
PI
250
PFG Investments
New York
$257K -$2.44K -53 -0.9%

FTSL Hedge Fund Activity: Q1 2025 in Review

340 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2025, worth a combined $1.69B — down 36% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FTSL and 23 opened new positions — a net loss of 4 holders — while 107 trimmed existing stakes and 157 added.

The largest buyer was Wells Fargo, adding an estimated $30.4M. The largest seller was Renaissance Technologies, cutting an estimated $10M.

  • 340 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2025, down from 353 in Q4 2024.
  • Funds reported $1.69B of First Trust Senior Loan Fund ETF stock for Q1 2025, down 36% quarter-over-quarter.
  • 23 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2025 and 27 closed out, a net change of -4 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q1 2025 was Wells Fargo, an estimated $30.4M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q1 2025 was Renaissance Technologies, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.