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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
KCFA
126
Key Client Fiduciary Advisors
New Jersey
$1.86M -$44.2K -958 -2%
VA
127
Valmark Advisers
Ohio
$1.83M +$371K +8,053 +25%
MCM
128
MAI Capital Management
Ohio
$1.82M -$2.86K -62 -0.2%
PCG
129
Prosperity Consulting Group
Maryland
$1.8M -$148K -3,199 -8%
TPWA
130
Twin Peaks Wealth Advisors
California
$1.76M -$1.01M -21,825 -36%
AAS
131
Ameritas Advisory Services
Nebraska
$1.71M -$38.4K -832 -2%
DAS
132
Dynamic Advisor Solutions
Arizona
$1.71M +$1.06K +23 +0.1%
AWS
133
Atria Wealth Solutions
New York
$1.7M -$191K -4,136 -10%
MMHP
134
Murphy Middleton Hinkle & Parker
Georgia
$1.68M -$50.1K -1,087 -3%
SWP
135
ShoreHaven Wealth Partners
New Jersey
$1.68M -$162K -3,514 -9%
CPA
136
Clear Point Advisors
New York
$1.64M -$3.23K -70 -0.2%
WA
137
Waverly Advisors
Alabama
$1.56M -$46.1K -999 -3%
AFA
138
American Financial Advisors
Georgia
$1.56M -$70.8K -1,536 -4%
ASN
139
Advisory Services Network
Georgia
$1.53M +$80K +1,734 +5%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$1.45M +$298K +6,463 +26%
AWM
141
Accel Wealth Management
Iowa
$1.44M -$226K -4,895 -13%
IRC
142
Investors Research Corp
Georgia
$1.38M -$4.98K -108 -0.4%
GAA
143
Global Assets Advisory
Florida
$1.33M +$901K +19,533 +200%
PCM
144
Presidio Capital Management
California
$1.32M +$516K +11,182 +63%
EH
145
Equitable Holdings
New York
$1.31M +$392K +8,496 +42%
PWM
146
Puff Wealth Management
New Jersey
$1.17M +$9.59K +208 +0.8%
LCWP
147
Legacy Capital Wealth Partners
Arkansas
$1.14M -$449K -9,745 -28%
HH
148
Hilltop Holdings
Texas
$1.14M +$23.9K +518 +2%
BAWC
149
Boyce & Associates Wealth Consulting
Texas
$1.12M +$94.8K +2,055 +9%
NW
150
NewEdge Wealth
Pennsylvania
$1.1M -$5.67K -123 -0.5%

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.