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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 %
IWA
201
IVC Wealth Advisors
Pennsylvania
$478K -$13.6K -297 -3%
PTC
202
Private Trust Company
Ohio
$469K +$34.7K +760 +8%
VVP
203
Venture Visionary Partners
Ohio
$465K – – –
GJIA
204
Glass Jacobson Investment Advisors
Maryland
$464K – – –
FW
205
FullCircle Wealth
Texas
$462K -$46 -1 -0%
CAL
206
Capital Analysts LLC
Pennsylvania
$461K +$25.7K +563 +6%
SWP
207
Stratos Wealth Partners
Ohio
$443K -$32.3K -707 -7%
HP
208
Holistic Planning
Texas
$440K +$440K +9,632 New
KPWS
209
Kestra Private Wealth Services
Texas
$432K +$3.93K +86 +0.9%
SWM
210
SeaCrest Wealth Management
New York
$431K +$1K +22 +0.2%
CP
211
Castleview Partners
Texas
$421K +$17.1K +375 +4%
VWS
212
Virtus Wealth Solutions
New Jersey
$419K -$7.17K -157 -2%
WH
213
Willner & Heller
California
$412K +$6.99K +153 +2%
BFA
214
Beaumont Financial Advisors
Massachusetts
$409K – – –
BMC
215
Beaton Management Company
Massachusetts
$404K +$20.5K +450 +5%
RW
216
RVW Wealth
California
$396K -$750K -16,430 -65%
CFD
217
Creative Financial Designs
Indiana
$379K +$52.2K +1,144 +16%
PWM
218
Purus Wealth Management
California
$375K -$15.9K -348 -4%
Betterment LLC
219
Betterment LLC
New York
$375K +$375K +8,216 New
CAP
220
Columbia Advisory Partners
Washington
$369K +$50.9K +1,114 +16%
KWA
221
Kingswood Wealth Advisors
California
$363K -$20.8K -455 -5%
PA
222
PFG Advisors
Arizona
$361K +$30.7K +672 +9%
BCA
223
Bay Colony Advisors
Massachusetts
$360K – – –
DFG
224
Delta Financial Group
New Jersey
$350K – – –
CAG
225
Csenge Advisory Group
Florida
$346K -$227 -5 -0.1%
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9
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