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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
AAP
251
Arax Advisory Partners
Colorado
$255K -$100K -2,169 -28%
MWA
252
Merkkuri Wealth Advisors
New York
$254K -$10.8K -234 -4%
SEP
253
Southland Equity Partners
Missouri
$253K -$39.5K -856 -13%
MCM
254
Mainstay Capital Management
Michigan
$252K -$77.7K -1,684 -23%
PAM
255
PVG Asset Management
Colorado
$247K +$10.7K +232 +4%
SWP
256
Summit Wealth Partners
Florida
$246K -$13.8K -300 -5%
PIA
257
Perennial Investment Advisors
California
$245K +$922 +20 +0.4%
SI
258
Stephens Inc
Arkansas
$243K -$15K -325 -6%
AO
259
Advisor OS
Illinois
$243K -$38.5K -835 -14%
NB
260
NBT Bank
New York
$240K -$37.5K -812 -13%
PPWM
261
Perissos Private Wealth Management
Oklahoma
$237K +$92 +2 +0%
PIA
262
Pinion Investment Advisors
Kansas
$233K -$10.4K -226 -4%
IWA
263
Icon Wealth Advisors
Texas
$230K +$3.92K +85 +2%
TC
264
TownSquare Capital
Utah
$225K +$227K +4,921 New
FLI
265
Family Legacy Inc
South Carolina
$224K
IA
266
Insight Advisors
Pennsylvania
$224K +$17.1K +370 +8%
UCFA
267
United Capital Financial Advisors
Texas
$219K -$54K -1,170 -20%
RFS
268
Richardson Financial Services
Massachusetts
$217K -$4.01K -87 -2%
IWM
269
IHT Wealth Management
Illinois
$212K -$4.29K -93 -2%
IWM
270
Iams Wealth Management
Nebraska
$209K +$212K +4,586 New
FCA
271
FLC Capital Advisors
California
$207K
SFG
272
SevenBridge Financial Group
Pennsylvania
$205K -$81.6K -1,770 -28%
Barclays
273
Barclays
United Kingdom
$200K +$202K +4,378 New
CA
274
Continuum Advisory
Idaho
$196K
CF
275
Centaurus Financial
California
$187K -$26.9K -584 -12%

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.