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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
BCWM
301
Bartlett & Co Wealth Management
Ohio
$24.9K
PNC Financial Services Group
302
PNC Financial Services Group
Pennsylvania
$24.2K
PSFG
303
Park Square Financial Group
Georgia
$19.9K
GWANC
304
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.3K
FHA
305
First Horizon Advisors
Tennessee
$18.2K +$323 +7 +2%
RIL
306
Rothschild Investment LLC
Illinois
$16.5K
EB
307
Eastern Bank
Massachusetts
$15.4K
PB
308
Pinnacle Bancorp
Nebraska
$14.9K
TSMHT
309
Thurston Springer Miller Herd & Titak
Indiana
$12.7K
MEG
310
Millstone Evans Group
Colorado
$12.6K
RF
311
Rossby Financial
Florida
$11.8K +$11.9K +258 New
William Blair & Company
312
William Blair & Company
Illinois
$11.5K +$138 +3 +1%
HFS
313
Hughes Financial Services
Virginia
$11K +$11.1K +240 New
AG
314
AmeriFlex Group
Nevada
$10.3K
GSWM
315
Golden State Wealth Management
California
$10.3K
CAM
316
Creekmur Asset Management
Illinois
$10.1K -$4.89K -106 -32%
IWM
317
IMG Wealth Management
Florida
$9.18K
CHC
318
City Holding Co
West Virginia
$9.13K
RFA
319
Reyes Financial Architecture
California
$9.13K
TWM
320
Topsail Wealth Management
North Carolina
$9.13K
DWM
321
Darwin Wealth Management
Florida
$9.07K
Simplex Trading
322
Simplex Trading
Illinois
$9K +$9.22K +200 New
S
323
Sachetta
Massachusetts
$8.93K +$138 +3 +2%
BCMLT
324
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.42K +$46 +1 +0.6%
TAM
325
Tucker Asset Management
Colorado
$7.12K

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.