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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
RFP
326
Root Financial Partners
California
-$261K -5,680 Closed
BFG
327
Beacon Financial Group
Texas
-$253K -5,518 Closed
PIA
328
Perennial Investment Advisors
California
-$247K -5,380 Closed
CA
329
Continuum Advisory
Idaho
-$231K -5,044 Closed
IA
330
Insight Advisors
Pennsylvania
-$217K -4,729 Closed
AI
331
Atria Investments
North Carolina
-$207K -4,503 Closed
SFG
332
SevenBridge Financial Group
Pennsylvania
-$206K -4,474 Closed
PJWM
333
Philip James Wealth Mangement
Georgia
-$202K -4,394 Closed
TSMHT
334
Thurston Springer Miller Herd & Titak
Indiana
-$71.2K -1,551 Closed
ADL
335
Asset Dedication LLC
California
-$27.5K -600 Closed
PSFG
336
Park Square Financial Group
Georgia
-$20K -435 Closed
GWANC
337
Guardian Wealth Advisors (North Carolina)
North Carolina
-$19K -413 Closed
AF
338
Alerus Financial
North Dakota
-$14.9K -325 Closed
TWM
339
Topsail Wealth Management
North Carolina
-$9.18K -200 Closed
BCMLT
340
Beacon Capital Management LLC (Tennessee)
Tennessee
-$7.5K -163 Closed
Simplex Trading
341
Simplex Trading
Illinois
-$5K -124 Closed
T
342
Transce3nd
Texas
-$5.64K -123 Closed
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
-$5.19K -113 Closed
1NWS
344
1 North Wealth Services
Maryland
-$1.61K -35 Closed
AA
345
Ancora Advisors
Ohio
-$1.05K -23 Closed
CUAMC
346
China Universal Asset Management Company
China
-$459 -10 Closed

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.