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First Trust Senior Loan Fund ETF

316 hedge funds and large institutions have $1.64B invested in First Trust Senior Loan Fund ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 118

2% less capital invested

Capital invested by funds: $1.68B → $1.64B (-$38.3M)

1.84% less ownership

Funds ownership: 69.97%68.13% (-1.8%)

5% less funds holding

Funds holding: 331316 (-15)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
316
Holders Change
-15
Holders Change %
-4.53%
% of All Funds
4.15%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
24
Increased
135
Reduced
118
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
126
Murphy Middleton Hinkle & Parker
Georgia
$1.62M -$66.4K -1,443 -4%
IF
127
Integrity Financial
Wyoming
$1.61M -$1.63M -35,393 -50%
SWP
128
ShoreHaven Wealth Partners
New Jersey
$1.57M +$110K +2,385 +7%
WA
129
Waverly Advisors
Alabama
$1.56M +$16K +347 +1%
EH
130
Equitable Holdings
New York
$1.55M -$65.4K -1,422 -4%
GWM
131
Geneos Wealth Management
Colorado
$1.54M -$3.49M -75,822 -69%
IPW
132
Impact Partnership Wealth
Georgia
$1.51M +$825K +17,931 +120%
FTUS
133
Flow Traders U.S.
New York
$1.4M +$1.4M +30,527 New
VAS
134
Vestmark Advisory Solutions
Massachusetts
$1.38M -$2.61M -56,820 -65%
IRC
135
Investors Research Corp
Georgia
$1.37M
HAS
136
HBW Advisory Services
California
$1.35M +$538K +11,693 +66%
PCM
137
Presidio Capital Management
California
$1.33M -$90.4K -1,966 -6%
QCIG
138
Quad-Cities Investment Group
Iowa
$1.29M +$113K +2,453 +10%
AWM
139
Accel Wealth Management
Iowa
$1.2M -$215K -4,670 -15%
SOS
140
Silver Oak Securities
Tennessee
$1.18M +$400K +8,699 +51%
LSA
141
Lion Street Advisors
Texas
$1.17M +$1.13M +24,531 New
PWM
142
Puff Wealth Management
New Jersey
$1.16M -$51.9K -1,129 -4%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$1.14M +$249K +5,415 +28%
CIAS
144
Capital Investment Advisory Services
North Carolina
$1.12M +$78.1K +1,697 +7%
LCWP
145
Legacy Capital Wealth Partners
Arkansas
$1.12M +$65.7K +1,429 +6%
IA
146
IFP Advisors
Florida
$1.11M +$211K +4,597 +23%
NW
147
NewEdge Wealth
Pennsylvania
$1.06M -$5.7K -124 -0.5%
HH
148
Hilltop Holdings
Texas
$1.06M -$86.6K -1,882 -8%
TWM
149
TCFG Wealth Management
California
$1.06M -$7.31K -159 -0.7%
PFA
150
Plotkin Financial Advisors
Maryland
$1.04M +$222K +4,828 +27%

FTSL Hedge Fund Activity: Q3 2025 in Review

316 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q3 2025, worth a combined $1.64B — down 2.3% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FTSL and 24 opened new positions — a net loss of 5 holders — while 118 trimmed existing stakes and 135 added.

The largest buyer was Goldman Sachs, adding an estimated $5.02M. The largest seller was Virtue Capital Management, cutting an estimated $24.6M.

  • 316 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q3 2025, down from 331 in Q2 2025.
  • Funds reported $1.64B of First Trust Senior Loan Fund ETF stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 24 funds opened new First Trust Senior Loan Fund ETF positions in Q3 2025 and 29 closed out, a net change of -5 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q3 2025 was Goldman Sachs, an estimated $5.02M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q3 2025 was Virtue Capital Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2025.