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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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$13.2M -$59.3K -1,290 -0.4%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$10.9M -$1.3M -28,315 -11%
OPAM
28
Ocean Park Asset Management
California
$10.6M -$2.98M -64,800 -22%
IWC
29
Integrated Wealth Concepts
Massachusetts
$10.5M +$424K +9,220 +4%
PAG
30
Private Advisor Group
New Jersey
$10M +$1.46M +31,656 +17%
CCFM
31
Clear Creek Financial Management
Washington
$9.51M +$1.94M +42,117 +25%
ETC
32
Exchange Traded Concepts
Oklahoma
$8.6M +$2.33M +50,578 +37%
RA
33
RiverTree Advisors
Florida
$8.45M +$64.4K +1,401 +0.8%
NP
34
Nilsine Partners
Colorado
$8.35M +$426K +9,258 +5%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8.23M +$396K +8,606 +5%
EWM
36
Empirical Wealth Management
Washington
$7.91M +$755K +16,409 +11%
RFWA
37
RPg Family Wealth Advisory
Massachusetts
$7.41M -$43.9K -954 -0.6%
JP Morgan Chase
38
JP Morgan Chase
New York
$7.29M -$267K -5,801 -4%
OMC
39
Old Mission Capital
Illinois
$7.06M +$2.65M +57,574 +60%
CFG
40
CNO Financial Group
Indiana
$6.97M
LSPW
41
Lake Street Private Wealth
Illinois
$6.92M +$139K +3,014 +2%
DC
42
Davenport & Co
Virginia
$6.92M +$629K +13,663 +10%
CPIG
43
Chicago Partners Investment Group
Illinois
$6.84M -$62.7K -1,362 -0.9%
CI
44
CacheTech Inc
Utah
$6.84M +$111K +2,407 +2%
NFG
45
Nations Financial Group
Iowa
$6.76M +$706K +15,351 +12%
AWM
46
Adams Wealth Management
Utah
$6.62M -$105K -2,293 -2%
TA
47
TrueWealth Advisors
Alabama
$6.59M +$246K +5,352 +4%
MML Investors Services
48
MML Investors Services
Massachusetts
$6.52M +$109K +2,365 +2%
Jane Street
49
Jane Street
New York
$6.48M -$8.72M -189,559 -57%
MHFA
50
Mission Hills Financial Advisory
California
$6.04M -$2.12K -46 -0%

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.