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
Morgan Stanley
1
Morgan Stanley
New York
$214M -$1.64M -35,854 -0.8%
LPL Financial
2
LPL Financial
California
$94.1M +$3.42M +74,906 +4%
Wells Fargo
3
Wells Fargo
California
$88.7M -$10.6M -232,939 -11%
Bank of America
4
Bank of America
North Carolina
$86.1M -$497K -10,889 -0.6%
Raymond James Financial
5
Raymond James Financial
Florida
$69M -$1.68M -36,824 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$68.5M -$3.7M -81,048 -5%
First Trust Advisors
7
First Trust Advisors
Illinois
$55.1M +$3.67M +80,291 +7%
OCM
8
One Capital Management
California
$52.1M -$8.64M -189,086 -14%
UBS Group
9
UBS Group
Switzerland
$35.7M -$1.26M -27,665 -3%
FAM
10
Flaharty Asset Management
Florida
$33.7M +$833K +18,231 +3%
WF
11
Welch & Forbes
Massachusetts
$31.3M +$998K +21,844 +3%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$30.1M +$674K +14,752 +2%
HTI
13
Hikari Tsushin Inc
Japan
$26.2M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$26M +$7.9K +173 +0%
VCM
15
Virtue Capital Management
Tennessee
$25.4M -$4.35M -95,290 -15%
Osaic Holdings
16
Osaic Holdings
Arizona
$25.1M -$2.43M -53,211 -9%
Stifel Financial
17
Stifel Financial
Missouri
$21.1M +$4.12M +90,322 +24%
TPW
18
TL Private Wealth
Texas
$21M +$24.8K +542 +0.1%
CWP
19
Cyndeo Wealth Partners
Florida
$18M +$182K +3,975 +1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$17.3M -$2.2M -48,202 -11%
CICC
21
Capital Investment Counsel (Colorado)
Colorado
$16.4M +$1.55M +33,919 +11%
Jane Street
22
Jane Street
New York
$15.2M +$4.07M +89,151 +37%
FPW
23
Fairvoy Private Wealth
Alabama
$15.2M +$308K +6,739 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$15.1M -$4.81M -105,237 -24%
Renaissance Technologies
25
Renaissance Technologies
New York
$14.1M +$11.2M +246,300 +411%

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.