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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
SWP
251
Summit Wealth Partners
Florida
$257K +$8.9K +195 +4%
BFG
252
Beacon Financial Group
Texas
$253K -$25.1K -549 -9%
SEP
253
Southland Equity Partners
Missouri
$248K -$6.3K -138 -2%
SI
254
Stephens Inc
Arkansas
$248K +$3.88K +85 +2%
PPWM
255
Perissos Private Wealth Management
Oklahoma
$248K +$9.22K +202 +4%
PIA
256
Perennial Investment Advisors
California
$247K +$868 +19 +0.4%
CCM
257
Chiron Capital Management
Florida
$242K -$91.3K -2,000 -27%
NB
258
NBT Bank
New York
$238K -$3.52K -77 -1%
PAM
259
PVG Asset Management
Colorado
$237K -$10.6K -232 -4%
IWA
260
Icon Wealth Advisors
Texas
$235K +$3.88K +85 +2%
PIA
261
Pinion Investment Advisors
Kansas
$234K
CA
262
Continuum Advisory
Idaho
$231K +$34.3K +750 +17%
FLI
263
Family Legacy Inc
South Carolina
$225K
ML
264
McAdam LLC
Pennsylvania
$225K +$224K +4,904 New
KWA
265
Kingswood Wealth Advisors
California
$220K -$144K -3,156 -40%
IA
266
Insight Advisors
Pennsylvania
$217K -$7.95K -174 -4%
IWM
267
IHT Wealth Management
Illinois
$213K -$320 -7 -0.2%
AI
268
Atria Investments
North Carolina
$207K +$206K +4,503 New
RFS
269
Richardson Financial Services
Massachusetts
$206K -$12.4K -271 -6%
SFG
270
SevenBridge Financial Group
Pennsylvania
$206K
MPIA
271
Milestones Private Investment Advisors
New York
$205K +$204K +4,477 New
PJWM
272
Philip James Wealth Mangement
Georgia
$202K -$65.9K -1,444 -25%
CF
273
Centaurus Financial
California
$185K -$3.42K -75 -2%
NS
274
NBC Securities
Alabama
$174K +$1.64K +36 +1%
US Bancorp
275
US Bancorp
Minnesota
$169K +$1.05K +23 +0.6%

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.