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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
P
176
&Partners
Tennessee
$742K +$165K +3,585 +28%
TA
177
TFG Advisers
Michigan
$741K +$20.6K +446 +3%
WWM
178
Western Wealth Management
Colorado
$716K +$12.2K +265 +2%
JSL
179
JT Stratford LLC
Georgia
$715K +$234K +5,078 +48%
SB
180
Strategic Blueprint
Georgia
$701K +$25.6K +555 +4%
WIP
181
WealthCare Investment Partners
Rhode Island
$699K -$53.2K -1,153 -7%
FPAS
182
Focus Partners Advisor Solutions
Missouri
$692K +$5.76K +125 +0.8%
NWM
183
Northwest Wealth Management
Iowa
$689K +$5.81K +126 +0.8%
AWM
184
AE Wealth Management
Kansas
$677K +$175K +3,799 +34%
SPC
185
Sigma Planning Corp
Michigan
$675K -$33.9K -736 -5%
Jones Financial Companies
186
Jones Financial Companies
Missouri
$673K +$278K +6,035 +69%
FTUS
187
Flow Traders U.S.
New York
$632K +$639K +13,849 New
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$604K -$62.7K -1,360 -9%
JIP
189
Jaffetilchin Investment Partners
Florida
$604K -$25.6K -554 -4%
SPIA
190
Steward Partners Investment Advisory
New York
$602K -$4.85M -105,098 -89%
CA
191
Cambridge Advisors
Nebraska
$593K -$15K -326 -2%
OWA
192
Octavia Wealth Advisors
Ohio
$584K -$7.84K -170 -1%
WS
193
Wedbush Securities
California
$581K +$227K +4,911 +63%
TI
194
TrueMark Investments
Illinois
$580K -$228K -4,952 -28%
MAG
195
MRA Advisory Group
New Jersey
$579K +$4.01K +87 +0.7%
WWA
196
Wealth Watch Advisors
Colorado
$578K +$281K +6,102 +93%
Wealthfront Advisers
197
Wealthfront Advisers
California
$575K -$279K -6,049 -32%
PS
198
Principal Securities
Iowa
$572K
PFA
199
Plotkin Financial Advisors
Maryland
$567K +$134K +2,911 +31%
HA
200
Helium Advisors
Washington
$549K +$6.78K +147 +1%

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.