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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
MIM
326
Marshall Investment Management
Colorado
$6.29K +$6.37K +138 New
T
327
Transce3nd
Texas
$5.62K
SIM
328
Synergy Investment Management
Florida
$5.12K -$46 -1 -0.9%
PP
329
Pacifica Partners
Canada
$4.36K
FFA
330
Founders Financial Alliance
North Carolina
$4.2K +$1.61K +35 +61%
CFFP
331
Center for Financial Planning
Michigan
$3.2K
AWM
332
AllSquare Wealth Management
New York
$2.19K
1NWS
333
1 North Wealth Services
Maryland
$1.6K +$1.61K +35 New
AA
334
Ancora Advisors
Ohio
$1.05K
GCM
335
GKV Capital Management
California
$776 +$784 +17 New
NMG
336
New Millennium Group
Utah
$730
Q1WB
337
Quest 10 Wealth Builders
Virginia
$539
TRCT
338
Tower Research Capital (TRC)
New York
$411 +$415 +9 New
HNW
339
High Note Wealth
Minnesota
$53
KGP
340
Keystone Global Partners
Colorado
$47 +$46 +1 New
HNB
341
Huntington National Bank
Ohio
$46
IAA
342
Independent Advisor Alliance
North Carolina
-$4.77M -103,245 Closed
MWM
343
McNaughton Wealth Management
California
-$3.25M -70,346 Closed
CFGS
344
Concourse Financial Group Securities
Alabama
-$1.61M -34,558 Closed
FEG
345
Financial Enhancement Group
Indiana
-$1.29M -27,937 Closed
HCM
346
Hilton Capital Management
New York
-$1.16M -25,070 Closed
CF
347
Clarity Financial
Texas
-$757K -16,365 Closed
SIM
348
Seaview Investment Managers
Florida
-$502K -10,853 Closed
MAM
349
Milestone Asset Management
Pennsylvania
-$484K -10,473 Closed
BAM
350
Belpointe Asset Management
Nevada
-$340K -7,390 Closed

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.