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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
BIM
101
Bullseye Investment Management
Ohio
$2.52M
WWMSC
102
Wagner Wealth Management (South Carolina)
South Carolina
$2.5M +$28.4K +621 +1%
TPWA
103
Twin Peaks Wealth Advisors
California
$2.45M +$665K +14,559 +38%
OWM
104
OneAscent Wealth Management
Alabama
$2.39M +$185K +4,054 +8%
FFG
105
First Financial Group
North Carolina
$2.34M +$22.8K +499 +1%
IFS
106
Ifrah Financial Services
Arkansas
$2.31M -$2.01K -44 -0.1%
GIA
107
Gladstone Institutional Advisory
Florida
$2.3M -$410K -8,981 -15%
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$2.22M -$160K -3,514 -7%
EWM
109
Endowment Wealth Management
Wisconsin
$2.13M +$242K +5,291 +13%
CCG
110
Coastwise Capital Group
California
$2.06M -$295K -6,468 -13%
TPA
111
Trivium Point Advisory
Connecticut
$2.02M -$221K -4,843 -10%
MSAM
112
Moloney Securities Asset Management
Missouri
$2.02M -$507K -11,104 -20%
OC
113
Oppenheimer & Co
New York
$2.01M +$107K +2,335 +6%
AAS
114
Avantax Advisory Services
Texas
$2.01M -$1.61M -35,212 -45%
AssetMark Inc
115
AssetMark Inc
California
$2M -$154K -3,375 -7%
AWA
116
Arete Wealth Advisors
Illinois
$1.98M +$30.6K +670 +2%
PWA
117
PCG Wealth Advisors
Kansas
$1.97M +$7.72K +169 +0.4%
AAS
118
Asset Allocation Strategies
Michigan
$1.95M -$187K -4,102 -9%
CAS
119
Coppell Advisory Solutions
Texas
$1.95M +$16.8K +368 +0.9%
KCFA
120
Key Client Fiduciary Advisors
New Jersey
$1.91M +$45K +986 +2%
Comerica Bank
121
Comerica Bank
Texas
$1.86M -$679K -14,867 -27%
VA
122
Valmark Advisers
Ohio
$1.85M +$9.96K +218 +0.5%
PCG
123
Prosperity Consulting Group
Maryland
$1.72M -$81.2K -1,779 -5%
MCM
124
MAI Capital Management
Ohio
$1.72M -$111K -2,421 -6%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$1.68M +$231K +5,053 +16%

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.