FTSL icon

First Trust Senior Loan Fund ETF

308 hedge funds and large institutions have $1.66B invested in First Trust Senior Loan Fund ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$26.6M
2 -$8.69M
3 -$6.85M
4
Morgan Stanley
Morgan Stanley
New York
-$5.11M
5
QC
Quadrature Capital
United Kingdom
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$929K
MC
152
Moors & Cabot
Massachusetts
$928K
KFP
153
KMG Fiduciary Partners
Ohio
$927K
CIA
154
Concurrent Investment Advisors
Florida
$914K
AWM
155
Apollon Wealth Management
South Carolina
$908K
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$905K
Baird Financial Group
157
Baird Financial Group
Wisconsin
$902K
WWM
158
Western Wealth Management
Colorado
$896K
MFA
159
Mayflower Financial Advisors
Massachusetts
$879K
AAS
160
Ameritas Advisory Services
Nebraska
$876K
MSAM
161
Moloney Securities Asset Management
Missouri
$869K
BAWC
162
Boyce & Associates Wealth Consulting
Texas
$852K
AFA
163
American Financial Advisors
Georgia
$842K
SG
164
StoneX Group
New York
$821K
FPGK
165
Financial Partners Group (Kansas)
Kansas
$804K
ASN
166
Advisory Services Network
Georgia
$798K
CAG
167
Curtis Advisory Group
California
$797K
SB
168
Strategic Blueprint
Georgia
$787K
GSIAS
169
Garden State Investment Advisory Services
New Jersey
$784K
SWM
170
Spire Wealth Management
Virginia
$732K
P
171
&Partners
Tennessee
$713K
LSA
172
L & S Advisors
California
$703K
HA
173
Helium Advisors
Washington
$693K
SPIA
174
Steward Partners Investment Advisory
New York
$659K
WIP
175
WealthCare Investment Partners
Rhode Island
$629K