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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
NA
26
NewEdge Advisors
Louisiana
$12.5M +$3.64M +78,825 +41%
TWP
27
Tower Wealth Partners
Pennsylvania
$11.3M -$4.01K -87 -0%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$1.85M +40,095 +19%
Jane Street
29
Jane Street
New York
$11M +$11.2M +241,789 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$10M +$649K +14,070 +7%
GWM
31
Geneos Wealth Management
Colorado
$9.96M +$9.02M +195,540 +864%
RA
32
RFG Advisory
Alabama
$8.86M +$651K +14,119 +8%
JP Morgan Chase
33
JP Morgan Chase
New York
$8.68M -$1.18M -25,614 -12%
PVI
34
Pine Valley Investments
New Jersey
$8.62M +$790K +17,129 +10%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$7.82M +$403K +8,737 +5%
NP
36
Nilsine Partners
Colorado
$7.75M +$229K +4,957 +3%
CPIG
37
Chicago Partners Investment Group
Illinois
$7.11M +$176K +3,816 +3%
CCFM
38
Clear Creek Financial Management
Washington
$7.08M +$1.11M +23,986 +18%
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$7.03M +$817K +17,719 +13%
CFG
40
CNO Financial Group
Indiana
$6.94M +$7.01M +152,000 New
LHA
41
Little Harbor Advisors
Massachusetts
$6.9M
CIA
42
Concurrent Investment Advisors
Florida
$6.89M +$412K +8,942 +6%
BCM
43
Brookstone Capital Management
Illinois
$6.73M +$527K +11,435 +8%
MML Investors Services
44
MML Investors Services
Massachusetts
$6.69M +$311K +6,737 +5%
LSPW
45
Lake Street Private Wealth
Illinois
$6.5M +$288K +6,241 +5%
AWM
46
Adams Wealth Management
Utah
$6.32M -$723K -15,669 -10%
CI
47
CacheTech Inc
Utah
$6.32M -$490K -10,616 -7%
RA
48
RiverTree Advisors
Florida
$6.18M +$357K +7,750 +6%
MHFA
49
Mission Hills Financial Advisory
California
$6.12M -$135K -2,934 -2%
EWM
50
Empirical Wealth Management
Washington
$5.98M -$153K -3,316 -2%

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.