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First Trust Senior Loan Fund ETF

331 hedge funds and large institutions have $1.68B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 129

0.54% less ownership

Funds ownership: 70.51%69.97% (-0.54%)

1% less capital invested

Capital invested by funds: $1.69B → $1.68B (-$11.8M)

3% less funds holding

Funds holding: 340331 (-9)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

Holders
331
Holders Change
-9
Holders Change %
-2.65%
% of All Funds
4.36%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
26
Increased
133
Reduced
129
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAC
26
Harbor Advisory Corp
New Hampshire
$13.8M +$7.86M +172,096 +134%
OPAM
27
Ocean Park Asset Management
California
$13.5M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$13.3M -$2.43M -53,268 -16%
NA
29
NewEdge Advisors
Louisiana
$13M +$505K +11,050 +4%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$12.3M +$912K +19,973 +8%
IWC
31
Integrated Wealth Concepts
Massachusetts
$10.1M +$4.7K +103 +0%
TRCT
32
Tower Research Capital (TRC)
New York
$8.72M +$8.68M +190,060 +2,111,778%
PAG
33
Private Advisor Group
New Jersey
$8.59M +$3.61M +79,027 +73%
RA
34
RiverTree Advisors
Florida
$8.4M +$2.18M +47,691 +35%
NP
35
Nilsine Partners
Colorado
$7.94M +$151K +3,317 +2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.85M -$17.5K -383 -0.2%
CCFM
37
Clear Creek Financial Management
Washington
$7.59M +$471K +10,311 +7%
JP Morgan Chase
38
JP Morgan Chase
New York
$7.57M -$1.15M -25,275 -13%
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$7.46M +$389K +8,521 +6%
EWM
40
Empirical Wealth Management
Washington
$7.17M +$1.15M +25,196 +19%
CFG
41
CNO Financial Group
Indiana
$6.98M
LHA
42
Little Harbor Advisors
Massachusetts
$6.93M
CPIG
43
Chicago Partners Investment Group
Illinois
$6.93M -$221K -4,840 -3%
LSPW
44
Lake Street Private Wealth
Illinois
$6.79M +$246K +5,378 +4%
CI
45
CacheTech Inc
Utah
$6.73M +$150K +3,292 +2%
AWM
46
Adams Wealth Management
Utah
$6.73M +$381K +8,345 +6%
BCM
47
Brookstone Capital Management
Illinois
$6.53M -$229K -5,016 -3%
MML Investors Services
48
MML Investors Services
Massachusetts
$6.42M -$309K -6,760 -5%
TA
49
TrueWealth Advisors
Alabama
$6.35M +$798K +17,472 +14%
DC
50
Davenport & Co
Virginia
$6.3M +$452K +9,895 +8%

FTSL Hedge Fund Activity: Q2 2025 in Review

331 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2025, worth a combined $1.68B — down 0.7% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of FTSL and 26 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 133 added.

The largest buyer was Renaissance Technologies, adding an estimated $11.2M. The largest seller was Tower Wealth Partners, exiting entirely with an estimated $11.3M sold.

  • 331 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2025, down from 340 in Q1 2025.
  • Funds reported $1.68B of First Trust Senior Loan Fund ETF stock for Q2 2025, down 0.7% quarter-over-quarter.
  • 26 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2025 and 34 closed out, a net change of -8 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2025 was Renaissance Technologies, an estimated $11.2M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2025 was Tower Wealth Partners, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2025.