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
DFA
101
DHK Financial Advisors
New Hampshire
$2.57M +$44.2K +958 +2%
Comerica Bank
102
Comerica Bank
Texas
$2.53M +$219K +4,755 +9%
BIM
103
Bullseye Investment Management
Ohio
$2.52M +$101K +2,181 +4%
MSAM
104
Moloney Securities Asset Management
Missouri
$2.52M +$74.1K +1,606 +3%
WWMSC
105
Wagner Wealth Management (South Carolina)
South Carolina
$2.46M +$45.8K +994 +2%
SAM
106
Strive Asset Management
Ohio
$2.43M +$1.52M +32,973 +163%
IFG
107
Independent Financial Group
California
$2.42M +$537K +11,639 +28%
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$2.37M -$515K -11,161 -18%
CCG
109
Coastwise Capital Group
California
$2.34M -$264K -5,721 -10%
IFS
110
Ifrah Financial Services
Arkansas
$2.3M +$109K +2,367 +5%
FFG
111
First Financial Group
North Carolina
$2.3M +$119K +2,577 +5%
FHC
112
First Heartland Consultants
Missouri
$2.27M -$12.1K -263 -0.5%
Mariner
113
Mariner
Kansas
$2.24M +$753K +16,330 +50%
TPA
114
Trivium Point Advisory
Connecticut
$2.23M -$17.2K -373 -0.8%
OWM
115
OneAscent Wealth Management
Alabama
$2.19M +$408K +8,839 +23%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$2.18M +$2.2M +47,714 New
AssetMark Inc
117
AssetMark Inc
California
$2.14M -$129K -2,790 -6%
AAS
118
Asset Allocation Strategies
Michigan
$2.13M -$256K -5,550 -11%
PWA
119
PCG Wealth Advisors
Kansas
$1.95M +$45.2K +981 +2%
AWA
120
Arete Wealth Advisors
Illinois
$1.94M +$22.5K +488 +1%
VAS
121
Vestmark Advisory Solutions
Massachusetts
$1.92M +$63.8K +1,383 +3%
CAS
122
Coppell Advisory Solutions
Texas
$1.92M -$970K -21,027 -33%
LWMI
123
Legacy Wealth Management (Idaho)
Idaho
$1.91M -$410K -8,885 -18%
OC
124
Oppenheimer & Co
New York
$1.9M +$44.6K +968 +2%
EWM
125
Endowment Wealth Management
Wisconsin
$1.88M +$234K +5,084 +14%

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.