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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
4.57%
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
$98.8M
2
OCM
One Capital Management
California
$60.5M
3
Jane Street
Jane Street
New York
$11M
4
VCM
Virtue Capital Management
Tennessee
$29.6M
5
GWM
Geneos Wealth Management
Colorado
$9.96M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$2.74M
2
SPIA
Steward Partners Investment Advisory
New York
$602K
3
IAA
Independent Advisor Alliance
North Carolina
$0
4
UBS Group
UBS Group
Switzerland
$36.8M
5
MWM
McNaughton Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$215M +$7.96M +174,373 +4%
Wells Fargo
2
Wells Fargo
California
$98.8M +$30.1M +658,556 +44%
LPL Financial
3
LPL Financial
California
$90.2M +$2.6M +57,023 +3%
Bank of America
4
Bank of America
North Carolina
$86.1M +$1.14M +24,945 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$71.9M -$540K -11,823 -0.7%
Raymond James Financial
6
Raymond James Financial
Florida
$70.3M +$4.2M +92,034 +6%
OCM
7
One Capital Management
California
$60.5M +$14.1M +308,665 +30%
First Trust Advisors
8
First Trust Advisors
Illinois
$51.1M +$324K +7,098 +0.6%
UBS Group
9
UBS Group
Switzerland
$36.8M -$3.65M -79,872 -9%
FAM
10
Flaharty Asset Management
Florida
$32.7M -$1.81M -39,547 -5%
WF
11
Welch & Forbes
Massachusetts
$30.1M +$1.24M +27,063 +4%
VCM
12
Virtue Capital Management
Tennessee
$29.6M +$10.1M +221,053 +52%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$29.3M +$2.6M +57,021 +10%
Osaic Holdings
14
Osaic Holdings
Arizona
$27.4M +$304K +6,655 +1%
HTI
15
Hikari Tsushin Inc
Japan
$26M – – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$25.9M -$93.4K -2,046 -0.4%
TPW
17
TL Private Wealth
Texas
$20.5M -$498K -11,096 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$19.9M +$2.54M +55,739 +15%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$19.4M +$7.28M +159,525 +60%
CWP
20
Cyndeo Wealth Partners
Florida
$17.7M +$918K +20,106 +5%
Stifel Financial
21
Stifel Financial
Missouri
$16.9M -$3.07M -67,217 -15%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$15.7M +$910K +19,928 +6%
FPW
23
Fairvoy Private Wealth
Alabama
$14.8M +$3.05M +66,812 +26%
CICC
24
Capital Investment Counsel (Colorado)
Colorado
$14.7M +$2.21M +48,461 +18%
OPAM
25
Ocean Park Asset Management
California
$13.5M – – –
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