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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
MMHP
126
Murphy Middleton Hinkle & Parker
Georgia
$1.68M
CPA
127
Clear Point Advisors
New York
$1.65M +$1.42K +31 +0.1%
LWMI
128
Legacy Wealth Management (Idaho)
Idaho
$1.65M -$270K -5,922 -14%
LIS
129
Legacy Investment Solutions
Idaho
$1.65M +$1.64M +35,870 New
EH
130
Equitable Holdings
New York
$1.62M +$304K +6,650 +23%
WA
131
Waverly Advisors
Alabama
$1.55M -$17.3K -378 -1%
AFA
132
American Financial Advisors
Georgia
$1.5M -$62.7K -1,372 -4%
DAS
133
Dynamic Advisor Solutions
Arizona
$1.48M -$242K -5,306 -14%
SWP
134
ShoreHaven Wealth Partners
New Jersey
$1.46M -$222K -4,870 -13%
BRWA
135
B. Riley Wealth Advisors
Florida
$1.44M +$1.43M +31,284 New
PCM
136
Presidio Capital Management
California
$1.42M +$98.5K +2,156 +7%
AWM
137
Accel Wealth Management
Iowa
$1.42M -$29.9K -655 -2%
IRC
138
Investors Research Corp
Georgia
$1.37M -$17.1K -375 -1%
PWM
139
Puff Wealth Management
New Jersey
$1.22M +$37.3K +817 +3%
Baird Financial Group
140
Baird Financial Group
Wisconsin
$1.2M -$3.41M -74,689 -74%
QCIG
141
Quad-Cities Investment Group
Iowa
$1.18M +$114K +2,499 +11%
HH
142
Hilltop Holdings
Texas
$1.15M +$5.34K +117 +0.5%
AFP
143
Ausdal Financial Partners
Iowa
$1.09M +$828K +18,125 +316%
NW
144
NewEdge Wealth
Pennsylvania
$1.07M -$39.3K -860 -4%
TWM
145
TCFG Wealth Management
California
$1.07M -$1.87K -41 -0.2%
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$1.05M +$7.99K +175 +0.8%
CIAS
147
Capital Investment Advisory Services
North Carolina
$1.04M +$129K +2,817 +14%
AAS
148
Ameritas Advisory Services
Nebraska
$1.03M -$678K -14,857 -40%
MC
149
Moors & Cabot
Massachusetts
$1.03M +$64.4K +1,410 +7%
LCWP
150
Legacy Capital Wealth Partners
Arkansas
$1.02M -$93.8K -2,053 -8%

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.