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First Trust Senior Loan Fund ETF

331 hedge funds and large institutions have $1.68B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 129

0.54% less ownership

Funds ownership: 70.51%69.97% (-0.54%)

1% less capital invested

Capital invested by funds: $1.69B → $1.68B (-$11.8M)

3% less funds holding

Funds holding: 340331 (-9)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

Holders
331
Holders Change
-9
Holders Change %
-2.65%
% of All Funds
4.36%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
26
Increased
133
Reduced
129
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
226
Glass Jacobson Investment Advisors
Maryland
$390K -$70.7K -1,548 -15%
CFD
227
Creative Financial Designs
Indiana
$375K -$5.53K -121 -1%
IAIM
228
International Assets Investment Management
Florida
$373K +$25.4K +556 +7%
PWM
229
Purus Wealth Management
California
$371K -$6.53K -143 -2%
CAP
230
Columbia Advisory Partners
Washington
$367K -$4.25K -93 -1%
WH
231
Willner & Heller
California
$366K -$48K -1,051 -12%
BCA
232
Bay Colony Advisors
Massachusetts
$355K -$6.39K -140 -2%
JCM
233
Jacobi Capital Management
Pennsylvania
$326K +$21.9K +479 +7%
CAG
234
Csenge Advisory Group
Florida
$325K -$23.3K -510 -7%
ATC
235
Argent Trust Co
Tennessee
$321K
PWS
236
Proactive Wealth Strategies
Georgia
$319K +$5.3K +116 +2%
AAP
237
Arax Advisory Partners
Colorado
$319K +$62.2K +1,362 +24%
CW
238
CreativeOne Wealth
Kansas
$315K -$19.5K -428 -6%
BWP
239
Balboa Wealth Partners
Arizona
$315K +$314K +6,865 New
WCM
240
Winebrenner Capital Management
Kentucky
$304K -$1.55K -34 -0.5%
RIA
241
Realta Investment Advisors
Delaware
$294K -$9.04K -198 -3%
IA
242
IFG Advisory
Georgia
$287K -$55.3K -1,210 -16%
PAS
243
PKS Advisory Services
New York
$280K +$18.7K +410 +7%
BJL
244
Brighton Jones LLC
Washington
$271K -$19.6K -429 -7%
SAM
245
Synergy Asset Management
Washington
$271K +$4.34K +95 +2%
MWA
246
Merkkuri Wealth Advisors
New York
$264K +$8.18K +179 +3%
TL
247
Tradewinds LLC
North Carolina
$264K +$263K +5,752 New
GS
248
GTS Securities
New York
$262K +$260K +5,700 New
RFP
249
Root Financial Partners
California
$261K +$259K +5,680 New
AO
250
Advisor OS
Illinois
$258K +$13.6K +297 +6%

FTSL Hedge Fund Activity: Q2 2025 in Review

331 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2025, worth a combined $1.68B — down 0.7% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of FTSL and 26 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 133 added.

The largest buyer was Renaissance Technologies, adding an estimated $11.2M. The largest seller was Tower Wealth Partners, exiting entirely with an estimated $11.3M sold.

  • 331 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2025, down from 340 in Q1 2025.
  • Funds reported $1.68B of First Trust Senior Loan Fund ETF stock for Q2 2025, down 0.7% quarter-over-quarter.
  • 26 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2025 and 34 closed out, a net change of -8 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2025 was Renaissance Technologies, an estimated $11.2M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2025 was Tower Wealth Partners, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2025.