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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
ACI
201
Alpha Cubed Investments
California
$458K -$37K -804 -7%
KPWS
202
Kestra Private Wealth Services
Texas
$452K +$21.3K +464 +5%
KWA
203
Kingswood Wealth Advisors
California
$451K +$232K +5,040 +105%
WS
204
Wedbush Securities
California
$446K -$34.5K -749 -7%
VAG
205
VisionPoint Advisory Group
Texas
$444K -$28.5K -620 -6%
BJL
206
Brighton Jones LLC
Washington
$440K +$170K +3,696 +63%
GAA
207
Global Assets Advisory
Florida
$438K -$9.61K -209 -2%
MQWP
208
Morey & Quinn Wealth Partners
Nebraska
$437K -$22.3K -485 -5%
BMC
209
Beaton Management Company
Massachusetts
$433K +$23K +500 +6%
VWS
210
Virtus Wealth Solutions
New Jersey
$432K +$4.88K +106 +1%
CAL
211
Capital Analysts LLC
Pennsylvania
$431K -$30.2K -656 -7%
BFA
212
Beaumont Financial Advisors
Massachusetts
$431K +$19.9K +433 +5%
SWP
213
Stratos Wealth Partners
Ohio
$424K -$19.2K -418 -4%
HP
214
Holistic Planning
Texas
$412K -$42K -914 -9%
RW
215
RVW Wealth
California
$397K
RIS
216
Richmond Investment Services
Wisconsin
$388K -$5.38K -117 -1%
BCA
217
Bay Colony Advisors
Massachusetts
$386K +$31.5K +684 +9%
CAP
218
Columbia Advisory Partners
Washington
$378K +$11.2K +244 +3%
Millennium Management
219
Millennium Management
New York
$374K +$375K +8,151 New
IAIM
220
International Assets Investment Management
Florida
$373K
WH
221
Willner & Heller
California
$371K +$5.98K +130 +2%
BWP
222
Balboa Wealth Partners
Arizona
$350K +$35.8K +778 +11%
PWM
223
Purus Wealth Management
California
$350K -$20.7K -450 -6%
Wealthfront Advisers
224
Wealthfront Advisers
California
$337K -$177K -3,845 -34%
CW
225
CreativeOne Wealth
Kansas
$329K +$14.3K +311 +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.