FTSL icon

First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

336 hedge funds and large institutions have $1.67B invested in First Trust Senior Loan Fund ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 155 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
-16
Holders Change %
-4.55%
% 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
0.22%
New
23
Increased
155
Reduced
106
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$30.1M
2
OCM
One Capital Management
California
+$14.1M
3
Jane Street
Jane Street
New York
+$11M
4
VCM
Virtue Capital Management
Tennessee
+$10.1M
5
GWM
Geneos Wealth Management
Colorado
+$8.93M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$9.94M
2
SPIA
Steward Partners Investment Advisory
New York
-$4.8M
3
IAA
Independent Advisor Alliance
North Carolina
-$4.77M
4
UBS Group
UBS Group
Switzerland
-$3.65M
5
MWM
McNaughton Wealth Management
California
-$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
101
Bullseye Investment Management
Ohio
$2.52M +$99.6K +2,181 +4%
MSAM
102
Moloney Securities Asset Management
Missouri
$2.52M +$73.3K +1,606 +3%
WWM
103
Wagner Wealth Management
South Carolina
$2.46M +$45.4K +994 +2%
SAM
104
Strive Asset Management
Ohio
$2.43M +$1.51M +32,973 +163%
Envestnet Portfolio Solutions
105
Envestnet Portfolio Solutions
Illinois
$2.37M -$510K -11,161 -18%
CCG
106
Coastwise Capital Group
California
$2.34M -$261K -5,721 -10%
IFS
107
Ifrah Financial Services
Arkansas
$2.3M +$108K +2,367 +5%
FFG
108
First Financial Group
North Carolina
$2.3M +$118K +2,577 +5%
FHC
109
First Heartland Consultants
Missouri
$2.27M -$12K -263 -0.5%
Mariner
110
Mariner
Kansas
$2.24M +$745K +16,330 +50%
TPA
111
Trivium Point Advisory
Connecticut
$2.23M -$17K -373 -0.8%
OWM
112
OneAscent Wealth Management
Alabama
$2.19M +$404K +8,839 +23%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$2.18M +$2.18M +47,714 New
AssetMark Inc
114
AssetMark Inc
California
$2.14M -$127K -2,790 -6%
AAS
115
Asset Allocation Strategies
Michigan
$2.13M -$253K -5,550 -11%
PWA
116
PCG Wealth Advisors
Kansas
$1.95M +$44.8K +981 +2%
AWA
117
Arete Wealth Advisors
Illinois
$1.94M +$22.3K +488 +1%
VAS
118
Vestmark Advisory Solutions
Massachusetts
$1.92M +$63.1K +1,383 +3%
CAS
119
Coppell Advisory Solutions
Texas
$1.92M -$959K -21,027 -33%
LWMI
120
Legacy Wealth Management (Idaho)
Idaho
$1.91M -$406K -8,885 -18%
OC
121
Oppenheimer & Co
New York
$1.9M +$44.2K +968 +2%
EWM
122
Endowment Wealth Management
Wisconsin
$1.88M +$232K +5,084 +14%
KCFA
123
Key Client Fiduciary Advisors
New Jersey
$1.86M -$43.7K -958 -2%
VA
124
Valmark Advisers
Ohio
$1.83M +$368K +8,053 +25%
MCM
125
MAI Capital Management
Ohio
$1.82M -$2.83K -62 -0.2%
3 4
5
6 7