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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
CWM
276
Consultiva Wealth Management
Puerto Rico
$99.6K -$18.4K -400 -16%
MA
277
Montag & Associates
Georgia
$94.9K +$95.3K +2,071 New
MAS
278
MPWM Advisory Solutions
Georgia
$93.6K -$920 -20 -1%
FNWA
279
Financial Network Wealth Advisors
Utah
$60.4K -$69.5K -1,510 -53%
CA
280
CoreCap Advisors
Michigan
$50.3K -$138 -3 -0.3%
PMFA
281
Plante Moran Financial Advisors
Michigan
$48.1K
AIC
282
Archer Investment Corporation
Indiana
$45.8K
AF
283
Advisornet Financial
Minnesota
$45.2K
GA
284
GoalVest Advisory
New York
$43.4K
Barclays
285
Barclays
United Kingdom
$40.4K +$40.6K +882 New
S
286
Sachetta
Massachusetts
$35.4K +$92 +2 +0.3%
FFA
287
Farther Finance Advisors
California
$32.7K +$2.21K +48 +7%
MIFH
288
Migdal Insurance & Financial Holdings
Israel
$32K
FGAM
289
Financial Gravity Asset Management
Texas
$28.9K +$29K +630 New
LFG
290
Larson Financial Group
Missouri
$27.5K
BCWM
291
Bartlett & Co Wealth Management
Ohio
$25K
ACA
292
Aptus Capital Advisors
Alabama
$21.5K -$432K -9,392 -95%
RIL
293
Rothschild Investment LLC
Illinois
$16.5K
AFWM
294
Abich Financial Wealth Management
Virginia
$15.9K +$15.9K +346 New
PB
295
Pinnacle Bancorp
Nebraska
$15K
MWA
296
Medallion Wealth Advisors
Connecticut
$14.4K
MEG
297
Millstone Evans Group
Colorado
$12.7K
RF
298
Rossby Financial
Florida
$12.2K +$230 +5 +2%
William Blair & Company
299
William Blair & Company
Illinois
$11.9K +$184 +4 +2%
SS
300
SBI Securities
Japan
$11.7K -$17.1K -371 -59%

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.