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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
MQWP
201
Morey & Quinn Wealth Partners
Nebraska
$538K +$59.1K +1,282 +12%
CAM
202
Cozad Asset Management
Illinois
$534K -$1.34K -29 -0.2%
ACI
203
Alpha Cubed Investments
California
$510K +$784 +17 +0.2%
IWA
204
IVC Wealth Advisors
Pennsylvania
$478K -$13.7K -297 -3%
PTC
205
Private Trust Company
Ohio
$469K +$35.1K +760 +8%
VVP
206
Venture Visionary Partners
Ohio
$465K
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$464K
FW
208
FullCircle Wealth
Texas
$462K -$46 -1 -0%
CAL
209
Capital Analysts LLC
Pennsylvania
$461K +$26K +563 +6%
SWP
210
Stratos Wealth Partners
Ohio
$443K -$32.6K -707 -7%
HP
211
Holistic Planning
Texas
$440K +$444K +9,632 New
KPWS
212
Kestra Private Wealth Services
Texas
$432K +$3.97K +86 +0.9%
SWM
213
SeaCrest Wealth Management
New York
$431K +$1.01K +22 +0.2%
CP
214
Castleview Partners
Texas
$421K +$17.3K +375 +4%
VWS
215
Virtus Wealth Solutions
New Jersey
$419K -$7.24K -157 -2%
WH
216
Willner & Heller
California
$412K +$7.06K +153 +2%
BFA
217
Beaumont Financial Advisors
Massachusetts
$409K
BMC
218
Beaton Management Company
Massachusetts
$404K +$20.8K +450 +5%
RW
219
RVW Wealth
California
$396K -$758K -16,430 -65%
CFD
220
Creative Financial Designs
Indiana
$379K +$52.8K +1,144 +16%
PWM
221
Purus Wealth Management
California
$375K -$16.1K -348 -4%
Betterment LLC
222
Betterment LLC
New York
$375K +$379K +8,216 New
CAP
223
Columbia Advisory Partners
Washington
$369K +$51.4K +1,114 +16%
KWA
224
Kingswood Wealth Advisors
California
$363K -$21K -455 -5%
PA
225
PFG Advisors
Arizona
$361K +$31K +672 +9%

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.