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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

336 hedge funds and large institutions have $1.67B invested in First Trust Senior Loan Fund ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 155 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
-16
Holders Change %
-4.55%
% 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
0.22%
New
23
Increased
155
Reduced
106
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$30.1M
2
OCM
One Capital Management
California
+$14.1M
3
Jane Street
Jane Street
New York
+$11M
4
VCM
Virtue Capital Management
Tennessee
+$10.1M
5
GWM
Geneos Wealth Management
Colorado
+$8.93M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$9.94M
2
SPIA
Steward Partners Investment Advisory
New York
-$4.8M
3
IAA
Independent Advisor Alliance
North Carolina
-$4.77M
4
UBS Group
UBS Group
Switzerland
-$3.65M
5
MWM
McNaughton Wealth Management
California
-$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
326
Founders Financial Alliance
North Carolina
$4.2K +$1.6K +35 +61%
CFFP
327
Center for Financial Planning
Michigan
$3.2K – – –
AWM
328
AllSquare Wealth Management
New York
$2.19K – – –
1NWS
329
1 North Wealth Services
Maryland
$1.6K +$1.6K +35 New
AA
330
Ancora Advisors
Ohio
$1.05K – – –
GCM
331
GKV Capital Management
California
$776 +$776 +17 New
NMG
332
New Millennium Group
Utah
$730 – – –
Q1WB
333
Quest 10 Wealth Builders
Virginia
$539 – – –
TRCT
334
Tower Research Capital (TRC)
New York
$411 +$411 +9 New
HNW
335
High Note Wealth
Minnesota
$53 – – –
KGP
336
Keystone Global Partners
Colorado
$47 +$47 +1 New
HNB
337
Huntington National Bank
Ohio
$46 -$46 – –
IAA
338
Independent Advisor Alliance
North Carolina
– -$4.77M -103,245 Closed
MWM
339
McNaughton Wealth Management
California
– -$3.25M -70,346 Closed
CFGS
340
Concourse Financial Group Securities
Alabama
– -$1.61M -34,558 Closed
FEG
341
Financial Enhancement Group
Indiana
– -$1.29M -27,937 Closed
HCM
342
Hilton Capital Management
New York
– -$1.16M -25,070 Closed
CF
343
Clarity Financial
Texas
– -$757K -16,365 Closed
SIM
344
Seaview Investment Managers
Florida
– -$502K -10,853 Closed
MAM
345
Milestone Asset Management
Pennsylvania
– -$484K -10,473 Closed
BAM
346
Belpointe Asset Management
Nevada
– -$340K -7,390 Closed
AI
347
Atria Investments
North Carolina
– -$305K -6,602 Closed
AWA
348
Arkadios Wealth Advisors
Georgia
– -$279K -6,031 Closed
FA
349
Fermata Advisors
California
– -$239K -5,167 Closed
IWA
350
Inspirion Wealth Advisors
Illinois
– -$234K -5,058 Closed
11 12 13
14
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