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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 %
PCG
126
Prosperity Consulting Group
Maryland
$1.8M -$146K -3,199 -8%
TPWA
127
Twin Peaks Wealth Advisors
California
$1.76M -$990K -21,825 -36%
AAS
128
Ameritas Advisory Services
Nebraska
$1.71M -$38.2K -832 -2%
DAS
129
Dynamic Advisor Solutions
Arizona
$1.71M +$1.05K +23 +0.1%
AWS
130
Atria Wealth Solutions
New York
$1.7M -$189K -4,136 -10%
MMHP
131
Murphy Middleton Hinkle & Parker
Georgia
$1.68M -$49.6K -1,087 -3%
SWP
132
ShoreHaven Wealth Partners
New Jersey
$1.68M -$160K -3,514 -9%
CPA
133
Clear Point Advisors
New York
$1.64M -$3.2K -70 -0.2%
WA
134
Waverly Advisors
Alabama
$1.56M -$45.6K -999 -3%
AFA
135
American Financial Advisors
Georgia
$1.56M -$70.1K -1,536 -4%
ASN
136
Advisory Services Network
Georgia
$1.53M +$79.2K +1,734 +5%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$1.45M +$295K +6,463 +26%
AWM
138
Accel Wealth Management
Iowa
$1.44M -$223K -4,895 -13%
IRC
139
Investors Research Corp
Georgia
$1.38M -$4.93K -108 -0.4%
GAA
140
Global Assets Advisory
Florida
$1.33M +$884K +19,533 +200%
PCM
141
Presidio Capital Management
California
$1.32M +$510K +11,182 +63%
EH
142
Equitable Holdings
New York
$1.31M +$388K +8,496 +42%
PWM
143
Puff Wealth Management
New Jersey
$1.17M +$9.5K +208 +0.8%
LCWP
144
Legacy Capital Wealth Partners
Arkansas
$1.14M -$445K -9,745 -28%
HH
145
Hilltop Holdings
Texas
$1.14M +$23.6K +518 +2%
BAWC
146
Boyce & Associates Wealth Consulting
Texas
$1.12M +$93.8K +2,055 +9%
NW
147
NewEdge Wealth
Pennsylvania
$1.1M -$5.62K -123 -0.5%
MA
148
Mutual Advisors
Nebraska
$1.08M -$85.2K -1,872 -7%
TWM
149
TCFG Wealth Management
California
$1.07M – – –
QCIG
150
Quad-Cities Investment Group
Iowa
$1.06M +$217K +4,746 +26%
4 5
6
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