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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
HAC
51
Harbor Advisory Corp
New Hampshire
$5.85M +$548K +11,889 +10%
DC
52
Davenport & Co
Virginia
$5.81M +$450K +9,766 +8%
TA
53
TrueWealth Advisors
Alabama
$5.52M +$933K +20,223 +20%
PFS
54
Prospera Financial Services
Texas
$5.38M -$308K -6,675 -5%
HI
55
Harbour Investments
Wisconsin
$5.36M +$3.32M +71,963 +158%
FF
56
Fairway Financial
Florida
$5.34M +$135K +2,918 +3%
AAMC
57
Asset Allocation & Management Company
Illinois
$5.33M +$494K +10,700 +10%
Goldman Sachs
58
Goldman Sachs
New York
$5.25M +$5.31M +115,095 New
OIA
59
OneDigital Investment Advisors
Kansas
$4.98M +$665K +14,409 +15%
PAG
60
Private Advisor Group
New Jersey
$4.93M +$1.05M +22,741 +27%
DADC
61
D.A. Davidson & Co
Montana
$4.73M +$1.1M +23,923 +30%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$4.6M +$764K +16,559 +20%
EWA
63
Exencial Wealth Advisors
Oklahoma
$4.56M -$81.5K -1,768 -2%
NFG
64
Nations Financial Group
Iowa
$4.46M +$253K +5,482 +6%
HighTower Advisors
65
HighTower Advisors
Illinois
$4.45M +$1.18M +25,662 +36%
KA
66
Kovack Advisors
Florida
$4.17M +$218K +4,733 +5%
AA
67
Armis Advisers
Georgia
$4.14M +$707K +15,321 +20%
FAIM
68
Financial Advocates Investment Management
Washington
$4.08M +$1.43M +30,995 +53%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$3.93M +$458K +9,934 +13%
TNBTD
70
Trustmark National Bank Trust Department
Mississippi
$3.88M
APW
71
Aurora Private Wealth
New Jersey
$3.86M +$223K +4,845 +6%
SA
72
Sanctuary Advisors
Indiana
$3.86M -$33.2K -720 -0.8%
IF
73
Integrity Financial
Wyoming
$3.81M -$27.3K -592 -0.7%
AIM
74
Aspen Investment Management
Michigan
$3.81M +$75K +1,626 +2%
SFS
75
Sowell Financial Services
Arkansas
$3.8M +$1.46M +31,638 +61%

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.