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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

336 hedge funds and large institutions have $1.67B invested in First Trust Senior Loan Fund ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 155 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
-16
Holders Change %
-4.55%
% 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
0.22%
New
23
Increased
155
Reduced
106
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$30.1M
2
OCM
One Capital Management
California
+$14.1M
3
Jane Street
Jane Street
New York
+$11M
4
VCM
Virtue Capital Management
Tennessee
+$10.1M
5
GWM
Geneos Wealth Management
Colorado
+$8.93M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$9.94M
2
SPIA
Steward Partners Investment Advisory
New York
-$4.8M
3
IAA
Independent Advisor Alliance
North Carolina
-$4.77M
4
UBS Group
UBS Group
Switzerland
-$3.65M
5
MWM
McNaughton Wealth Management
California
-$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$1.04M +$28K +613 +3%
CWM
152
Congress Wealth Management
Massachusetts
$1.01M +$705K +15,393 +233%
MHB
153
Midwest Heritage Bank
Iowa
$1M -$1.49M -32,572 -60%
ACM
154
AlphaStar Capital Management
North Carolina
$988K +$358K +5,594 +57%
MC
155
Moors & Cabot
Massachusetts
$958K +$64K +1,402 +7%
CAG
156
Curtis Advisory Group
California
$921K +$354K +7,751 +62%
CIAS
157
Capital Investment Advisory Services
North Carolina
$908K -$38.7K -848 -4%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$884K -$7.9K -173 -0.9%
IA
159
IFP Advisors
Florida
$861K -$224K -4,896 -21%
MLA
160
My Legacy Advisors
Oregon
$850K -$17.6K -385 -2%
KFP
161
KMG Fiduciary Partners
Ohio
$843K +$91 +2 +0%
SHGA
162
Sand Hill Global Advisors
California
$838K +$838K +18,351 New
LSA
163
L & S Advisors
California
$820K -$19.3K -423 -2%
MOS
164
MGO One Seven
Ohio
$809K +$362K +7,935 +81%
SIA
165
Summit Investment Advisors
Maryland
$809K +$221K +4,842 +38%
FPGK
166
Financial Partners Group (Kansas)
Kansas
$800K – – –
AWM
167
Apollon Wealth Management
South Carolina
$788K +$406K +8,895 +106%
SG
168
StoneX Group
New York
$785K +$2.28K +50 +0.3%
AWM
169
Activest Wealth Management
Florida
$782K – – –
SOS
170
Silver Oak Securities
Tennessee
$770K +$26.5K +579 +4%
Ameriprise
171
Ameriprise
Minnesota
$761K -$176K -3,851 -19%
HAS
172
HBW Advisory Services
California
$753K +$56.5K +1,237 +8%
P
173
&Partners
Tennessee
$742K +$164K +3,585 +28%
TA
174
TFG Advisers
Michigan
$741K +$20.4K +446 +3%
WWM
175
Western Wealth Management
Colorado
$716K +$12.1K +265 +2%
5 6
7
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