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First Trust Senior Loan Fund ETF

316 hedge funds and large institutions have $1.64B invested in First Trust Senior Loan Fund ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 118

2% less capital invested

Capital invested by funds: $1.68B → $1.64B (-$38.3M)

1.84% less ownership

Funds ownership: 69.97%68.13% (-1.8%)

5% less funds holding

Funds holding: 331316 (-15)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
316
Holders Change
-15
Holders Change %
-4.53%
% of All Funds
4.15%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
24
Increased
135
Reduced
118
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
226
Jacobi Capital Management
Pennsylvania
$329K +$3.63K +79 +1%
PWS
227
Proactive Wealth Strategies
Georgia
$323K +$5.15K +112 +2%
ATC
228
Argent Trust Co
Tennessee
$321K
GJIA
229
Glass Jacobson Investment Advisors
Maryland
$315K -$74.4K -1,618 -19%
Betterment LLC
230
Betterment LLC
New York
$305K -$106K -2,308 -26%
WCM
231
Winebrenner Capital Management
Kentucky
$303K -$506 -11 -0.2%
PAS
232
PKS Advisory Services
New York
$297K +$17.8K +387 +6%
RIA
233
Realta Investment Advisors
Delaware
$296K +$2.25K +49 +0.8%
IWA
234
IVC Wealth Advisors
Pennsylvania
$292K -$149K -3,238 -34%
HF
235
HRT Financial
New York
$290K -$463K -10,072 -61%
IA
236
IFG Advisory
Georgia
$285K -$1.7K -37 -0.6%
PAM
237
PVG Asset Management
Colorado
$276K +$39.6K +860 +17%
SSIM
238
Sheets Smith Investment Management
Texas
$276K +$277K +6,030 New
MWA
239
Merkkuri Wealth Advisors
New York
$270K +$6.72K +146 +3%
ZIM
240
Zacks Investment Management
Illinois
$269K +$270K +5,874 New
ML
241
McAdam LLC
Pennsylvania
$266K +$41.1K +893 +18%
AO
242
Advisor OS
Illinois
$261K +$3.96K +86 +2%
CP
243
Castleview Partners
Texas
$257K -$176K -3,819 -40%
SWP
244
Summit Wealth Partners
Florida
$256K
PPWM
245
Perissos Private Wealth Management
Oklahoma
$247K +$92 +2 +0%
SEP
246
Southland Equity Partners
Missouri
$246K -$1.79K -39 -0.7%
SI
247
Stephens Inc
Arkansas
$242K -$6.12K -133 -2%
Ameriprise
248
Ameriprise
Minnesota
$240K +$241K +5,244 New
IWA
249
Icon Wealth Advisors
Texas
$238K +$3.86K +84 +2%
NB
250
NBT Bank
New York
$238K -$236K -5,139 -99%

FTSL Hedge Fund Activity: Q3 2025 in Review

316 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q3 2025, worth a combined $1.64B — down 2.3% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FTSL and 24 opened new positions — a net loss of 5 holders — while 118 trimmed existing stakes and 135 added.

The largest buyer was Goldman Sachs, adding an estimated $5.02M. The largest seller was Virtue Capital Management, cutting an estimated $24.6M.

  • 316 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q3 2025, down from 331 in Q2 2025.
  • Funds reported $1.64B of First Trust Senior Loan Fund ETF stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 24 funds opened new First Trust Senior Loan Fund ETF positions in Q3 2025 and 29 closed out, a net change of -5 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q3 2025 was Goldman Sachs, an estimated $5.02M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q3 2025 was Virtue Capital Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2025.