We are live on ! Find out more
FTSL icon

First Trust Senior Loan Fund ETF

331 hedge funds and large institutions have $1.68B invested in First Trust Senior Loan Fund ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 129

0.54% less ownership

Funds ownership: 70.51%69.97% (-0.54%)

1% less capital invested

Capital invested by funds: $1.69B → $1.68B (-$11.8M)

3% less funds holding

Funds holding: 340331 (-9)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

Holders
331
Holders Change
-9
Holders Change %
-2.65%
% of All Funds
4.36%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
26
Increased
133
Reduced
129
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
201
Alpha Cubed Investments
California
$495K -$17.5K -384 -3%
PTC
202
Private Trust Company
Ohio
$484K +$12.7K +278 +3%
PA
203
PFG Advisors
Arizona
$482K +$118K +2,587 +33%
WS
204
Wedbush Securities
California
$481K -$102K -2,240 -18%
VAG
205
VisionPoint Advisory Group
Texas
$473K +$471K +10,314 New
VVP
206
Venture Visionary Partners
Ohio
$467K
PS
207
Principal Securities
Iowa
$466K -$101K -2,209 -18%
FW
208
FullCircle Wealth
Texas
$466K
CAL
209
Capital Analysts LLC
Pennsylvania
$462K -$1.83K -40 -0.4%
MQWP
210
Morey & Quinn Wealth Partners
Nebraska
$460K -$80.1K -1,755 -15%
HP
211
Holistic Planning
Texas
$454K +$12.4K +271 +3%
ACA
212
Aptus Capital Advisors
Alabama
$452K +$147K +3,216 +48%
GAA
213
Global Assets Advisory
Florida
$449K -$892K -19,532 -67%
SWP
214
Stratos Wealth Partners
Ohio
$443K -$2.42K -53 -0.5%
IWA
215
IVC Wealth Advisors
Pennsylvania
$441K -$40.2K -880 -8%
CP
216
Castleview Partners
Texas
$433K +$9.5K +208 +2%
KPWS
217
Kestra Private Wealth Services
Texas
$432K -$2.28K -50 -0.5%
VWS
218
Virtus Wealth Solutions
New Jersey
$428K +$6.49K +142 +2%
MCM
219
Mainstay Capital Management
Michigan
$414K +$161K +3,520 +64%
BFA
220
Beaumont Financial Advisors
Massachusetts
$411K
BMC
221
Beaton Management Company
Massachusetts
$411K +$4.57K +100 +1%
Betterment LLC
222
Betterment LLC
New York
$411K +$33.8K +741 +9%
FHC
223
First Heartland Consultants
Missouri
$403K -$1.87M -40,882 -82%
RW
224
RVW Wealth
California
$398K
RIS
225
Richmond Investment Services
Wisconsin
$393K +$391K +8,572 New

FTSL Hedge Fund Activity: Q2 2025 in Review

331 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2025, worth a combined $1.68B — down 0.7% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of FTSL and 26 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 133 added.

The largest buyer was Renaissance Technologies, adding an estimated $11.2M. The largest seller was Tower Wealth Partners, exiting entirely with an estimated $11.3M sold.

  • 331 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2025, down from 340 in Q1 2025.
  • Funds reported $1.68B of First Trust Senior Loan Fund ETF stock for Q2 2025, down 0.7% quarter-over-quarter.
  • 26 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2025 and 34 closed out, a net change of -8 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2025 was Renaissance Technologies, an estimated $11.2M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2025 was Tower Wealth Partners, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2025.