We are live on ! Find out more
FTSL icon

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
HIS
76
Harvest Investment Services
Illinois
$3.63M -$865K -18,751 -19%
USCWA
77
U.S. Capital Wealth Advisors
Texas
$3.61M +$99.9K +2,166 +3%
AAS
78
Avantax Advisory Services
Texas
$3.61M -$4.89K -106 -0.1%
JWCA
79
J.W. Cole Advisors
Florida
$3.56M +$185K +4,017 +5%
PBF
80
Petix & Botte Financial
California
$3.55M +$1.13M +24,415 +46%
KAS
81
Kestra Advisory Services
Texas
$3.44M -$176K -3,818 -5%
Truist Financial
82
Truist Financial
North Carolina
$3.44M +$185K +4,003 +6%
TLP
83
Trinity Legacy Partners
Texas
$3.38M -$233K -5,059 -6%
FTS
84
Fifth Third Securities
Ohio
$3.37M +$166K +3,599 +5%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$3.35M -$1.26M -27,398 -27%
OIM
86
Oder Investment Management
California
$3.34M +$442K +9,586 +15%
CCM
87
Colorado Capital Management
Colorado
$3.29M -$166K -3,591 -5%
BCP
88
Blackhawk Capital Partners
Wisconsin
$3.21M -$116K -2,512 -3%
PP
89
Prudential plc
United Kingdom
$3.18M +$424K +9,200 +15%
IAN
90
Integrated Advisors Network
Texas
$3.07M +$153K +3,313 +5%
KWM
91
Kingsview Wealth Management
Oregon
$3.06M +$555K +12,029 +22%
HA
92
Huntleigh Advisors
Missouri
$2.9M +$277K +6,008 +10%
SAG
93
SageView Advisory Group
California
$2.89M -$139K -3,003 -5%
FA
94
Flagstar Advisors
New York
$2.74M +$25.5K +552 +0.9%
Renaissance Technologies
95
Renaissance Technologies
New York
$2.74M -$10M -217,693 -78%
PAS
96
Park Avenue Securities
New York
$2.7M +$136K +2,953 +5%
GIA
97
Gladstone Institutional Advisory
Florida
$2.69M -$79.9K -1,733 -3%
SCA
98
Snowden Capital Advisors
New York
$2.64M +$138K +2,995 +5%
PAG
99
Private Advisory Group
Washington
$2.63M -$44.2K -959 -2%
Citadel Advisors
100
Citadel Advisors
Florida
$2.59M +$2.62M +56,710 New

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.