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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
MA
151
Mutual Advisors
Nebraska
$1.08M -$86.3K -1,872 -7%
TWM
152
TCFG Wealth Management
California
$1.07M
QCIG
153
Quad-Cities Investment Group
Iowa
$1.06M +$219K +4,746 +26%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$1.04M +$28.3K +613 +3%
CWM
155
Congress Wealth Management
Massachusetts
$1.01M +$710K +15,393 +233%
MHB
156
Midwest Heritage Bank
Iowa
$1M -$1.5M -32,572 -60%
ACM
157
AlphaStar Capital Management
North Carolina
$988K +$258K +5,594 +57%
MC
158
Moors & Cabot
Massachusetts
$958K +$64.7K +1,402 +7%
CAG
159
Curtis Advisory Group
California
$921K +$357K +7,751 +62%
CIAS
160
Capital Investment Advisory Services
North Carolina
$908K -$39.1K -848 -4%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$884K -$7.98K -173 -0.9%
IA
162
IFP Advisors
Florida
$861K -$226K -4,896 -21%
MLA
163
My Legacy Advisors
Oregon
$850K -$17.8K -385 -2%
KFP
164
KMG Fiduciary Partners
Ohio
$843K +$92 +2 +0%
SHGA
165
Sand Hill Global Advisors
California
$838K +$846K +18,351 New
LSA
166
L & S Advisors
California
$820K -$19.5K -423 -2%
MOS
167
MGO One Seven
Ohio
$809K +$366K +7,935 +81%
SIA
168
Summit Investment Advisors
Maryland
$809K +$223K +4,842 +38%
FPGK
169
Financial Partners Group (Kansas)
Kansas
$800K
AWM
170
Apollon Wealth Management
South Carolina
$788K +$410K +8,895 +106%
SG
171
StoneX Group
New York
$785K +$2.31K +50 +0.3%
AWM
172
Activest Wealth Management
Florida
$782K
SOS
173
Silver Oak Securities
Tennessee
$770K +$26.7K +579 +4%
Ameriprise
174
Ameriprise
Minnesota
$761K -$178K -3,851 -19%
HAS
175
HBW Advisory Services
California
$753K +$57.1K +1,237 +8%

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.