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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
MA
151
Mutual Advisors
Nebraska
$979K +$7.54K +164 +0.8%
PF
152
PlanWiser Financial
Colorado
$943K +$947K +20,582 New
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$929K -$123K -2,671 -12%
MC
154
Moors & Cabot
Massachusetts
$928K -$98.8K -2,147 -10%
KFP
155
KMG Fiduciary Partners
Ohio
$927K +$80.2K +1,743 +9%
CIA
156
Concurrent Investment Advisors
Florida
$914K -$1.92M -41,821 -68%
AWM
157
Apollon Wealth Management
South Carolina
$908K +$60.3K +1,311 +7%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$905K +$4.83K +105 +0.5%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$902K -$297K -6,450 -25%
WWM
160
Western Wealth Management
Colorado
$896K +$98.5K +2,142 +12%
MFA
161
Mayflower Financial Advisors
Massachusetts
$879K +$882K +19,180 New
AAS
162
Ameritas Advisory Services
Nebraska
$876K -$154K -3,339 -15%
MSAM
163
Moloney Securities Asset Management
Missouri
$869K -$1.15M -25,045 -57%
BAWC
164
Boyce & Associates Wealth Consulting
Texas
$852K +$77.3K +1,680 +10%
AFA
165
American Financial Advisors
Georgia
$842K -$659K -14,327 -44%
SG
166
StoneX Group
New York
$821K +$52.4K +1,139 +7%
FPGK
167
Financial Partners Group (Kansas)
Kansas
$804K +$46 +1 +0%
ASN
168
Advisory Services Network
Georgia
$798K +$9.98K +217 +1%
CAG
169
Curtis Advisory Group
California
$797K +$26.9K +585 +3%
SB
170
Strategic Blueprint
Georgia
$787K +$38.5K +836 +5%
GSIAS
171
Garden State Investment Advisory Services
New Jersey
$784K +$150K +3,255 +23%
SWM
172
Spire Wealth Management
Virginia
$732K +$77.1K +1,675 +12%
P
173
&Partners
Tennessee
$713K -$7.96K -173 -1%
LSA
174
L & S Advisors
California
$703K -$12.3K -267 -2%
HA
175
Helium Advisors
Washington
$693K -$91.2K -1,982 -12%

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.