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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
ETC
51
Exchange Traded Concepts
Oklahoma
$6.29M +$6.26M +136,986 New
NFG
52
Nations Financial Group
Iowa
$6.06M +$1.57M +34,361 +35%
MHFA
53
Mission Hills Financial Advisory
California
$6.05M -$103K -2,263 -2%
AAMC
54
Asset Allocation & Management Company
Illinois
$5.82M +$457K +10,000 +9%
HI
55
Harbour Investments
Wisconsin
$5.52M +$126K +2,758 +2%
FF
56
Fairway Financial
Florida
$5.45M +$78.4K +1,717 +1%
PFS
57
Prospera Financial Services
Texas
$5.28M -$123K -2,698 -2%
GWM
58
Geneos Wealth Management
Colorado
$5.02M -$4.97M -108,743 -50%
Citadel Advisors
59
Citadel Advisors
Florida
$4.81M +$2.2M +48,185 +85%
QC
60
Quadrature Capital
United Kingdom
$4.8M +$4.78M +104,613 New
DFA
61
DHK Financial Advisors
New Hampshire
$4.63M +$2.04M +44,599 +79%
EWA
62
Exencial Wealth Advisors
Oklahoma
$4.47M -$118K -2,591 -3%
OMC
63
Old Mission Capital
Illinois
$4.43M +$4.41M +96,476 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$4.42M +$474K +10,389 +12%
KAS
65
Kestra Advisory Services
Texas
$4.4M +$936K +20,496 +27%
OIA
66
OneDigital Investment Advisors
Kansas
$4.38M -$628K -13,748 -13%
AA
67
Armis Advisers
Georgia
$4.32M +$152K +3,326 +4%
BCP
68
Blackhawk Capital Partners
Wisconsin
$4.25M +$1.02M +22,427 +32%
PBF
69
Petix & Botte Financial
California
$4.24M +$667K +14,605 +19%
HighTower Advisors
70
HighTower Advisors
Illinois
$4.24M -$241K -5,268 -5%
KA
71
Kovack Advisors
Florida
$4.22M +$29.8K +652 +0.7%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$4.2M +$565K +12,368 +16%
DADC
73
D.A. Davidson & Co
Montana
$4.03M -$718K -15,721 -15%
VAS
74
Vestmark Advisory Solutions
Massachusetts
$3.99M +$2.05M +44,893 +107%
TNBTD
75
Trustmark National Bank Trust Department
Mississippi
$3.9M

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.