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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
IFG
176
Independent Financial Group
California
$675K -$99.5K -2,163 -13%
SPIA
177
Steward Partners Investment Advisory
New York
$659K +$47.2K +1,027 +8%
WIP
178
WealthCare Investment Partners
Rhode Island
$629K -$44.2K -960 -7%
PVI
179
Pine Valley Investments
New Jersey
$628K +$20K +434 +3%
NWM
180
Northwest Wealth Management
Iowa
$617K -$43.8K -952 -7%
EGM
181
Engineers Gate Manager
New York
$610K +$612K +13,299 New
JSL
182
JT Stratford LLC
Georgia
$592K -$26.3K -571 -4%
SPC
183
Sigma Planning Corp
Michigan
$581K -$9.06K -197 -2%
JIP
184
Jaffetilchin Investment Partners
Florida
$579K -$31.1K -677 -5%
WI
185
WBI Investments
New Jersey
$577K -$132K -2,868 -19%
AWM
186
AE Wealth Management
Kansas
$572K -$42.5K -923 -7%
WWA
187
WCG Wealth Advisors
Nevada
$560K +$9.15K +199 +2%
PA
188
PFG Advisors
Arizona
$550K +$68.6K +1,492 +14%
MOS
189
MGO One Seven
Ohio
$548K -$116K -2,517 -17%
CAM
190
Cozad Asset Management
Illinois
$548K +$10.7K +233 +2%
SAM
191
Synergy Asset Management
Washington
$541K +$271K +5,897 +100%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$531K -$3.73K -81 -0.7%
MAG
193
MRA Advisory Group
New Jersey
$519K -$65.7K -1,428 -11%
MHB
194
Midwest Heritage Bank
Iowa
$519K -$145K -3,161 -22%
WWA
195
Wealth Watch Advisors
Colorado
$505K -$62.6K -1,361 -11%
OWA
196
Octavia Wealth Advisors
Ohio
$499K -$19.7K -428 -4%
PTC
197
Private Trust Company
Ohio
$491K +$7.73K +168 +2%
PS
198
Principal Securities
Iowa
$486K +$20.1K +436 +4%
VVP
199
Venture Visionary Partners
Ohio
$467K
FW
200
FullCircle Wealth
Texas
$466K +$2.12K +46 +0.5%

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.