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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
Morgan Stanley
1
Morgan Stanley
New York
$215M +$8.04M +174,373 +4%
Wells Fargo
2
Wells Fargo
California
$98.8M +$30.4M +658,556 +44%
LPL Financial
3
LPL Financial
California
$90.2M +$2.63M +57,023 +3%
Bank of America
4
Bank of America
North Carolina
$86.1M +$1.15M +24,945 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$71.9M -$545K -11,823 -0.7%
Raymond James Financial
6
Raymond James Financial
Florida
$70.3M +$4.24M +92,034 +6%
OCM
7
One Capital Management
California
$60.5M +$14.2M +308,665 +30%
First Trust Advisors
8
First Trust Advisors
Illinois
$51.1M +$327K +7,098 +0.6%
UBS Group
9
UBS Group
Switzerland
$36.8M -$3.68M -79,872 -9%
FAM
10
Flaharty Asset Management
Florida
$32.7M -$1.82M -39,547 -5%
WF
11
Welch & Forbes
Massachusetts
$30.1M +$1.25M +27,063 +4%
VCM
12
Virtue Capital Management
Tennessee
$29.6M +$10.2M +221,053 +52%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$29.3M +$2.63M +57,021 +10%
Osaic Holdings
14
Osaic Holdings
Arizona
$27.4M +$307K +6,655 +1%
HTI
15
Hikari Tsushin Inc
Japan
$26M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$25.9M -$94.4K -2,046 -0.4%
TPW
17
TL Private Wealth
Texas
$20.5M -$512K -11,096 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$19.9M +$2.57M +55,739 +15%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$19.4M +$7.36M +159,525 +60%
CWP
20
Cyndeo Wealth Partners
Florida
$17.7M +$927K +20,106 +5%
Stifel Financial
21
Stifel Financial
Missouri
$16.9M -$3.1M -67,217 -15%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$15.7M +$919K +19,928 +6%
FPW
23
Fairvoy Private Wealth
Alabama
$14.8M +$3.08M +66,812 +26%
CICC
24
Capital Investment Counsel (Colorado)
Colorado
$14.7M +$2.24M +48,461 +18%
OPAM
25
Ocean Park Asset Management
California
$13.5M

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.