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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
Morgan Stanley
1
Morgan Stanley
New York
$209M -$5.13M -111,553 -2%
LPL Financial
2
LPL Financial
California
$93.4M -$650K -14,125 -0.7%
Wells Fargo
3
Wells Fargo
California
$89.5M +$940K +20,442 +1%
Bank of America
4
Bank of America
North Carolina
$83.5M -$2.44M -53,077 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$71.7M +$2.79M +60,649 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$69.9M +$1.48M +32,261 +2%
First Trust Advisors
7
First Trust Advisors
Illinois
$52.9M -$2.14M -46,461 -4%
OCM
8
One Capital Management
California
$52M -$37.7K -819 -0.1%
UBS Group
9
UBS Group
Switzerland
$35.9M +$203K +4,411 +0.6%
FAM
10
Flaharty Asset Management
Florida
$34.8M +$1.12M +24,361 +3%
WF
11
Welch & Forbes
Massachusetts
$31.1M -$183K -3,969 -0.6%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$30.1M +$4.28K +93 +0%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$28.4M +$2.45M +53,338 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$27.3M +$2.15M +46,644 +9%
HTI
15
Hikari Tsushin Inc
Japan
$26.1M
TPW
16
TL Private Wealth
Texas
$23.6M +$2.76M +59,924 +13%
Stifel Financial
17
Stifel Financial
Missouri
$19.8M -$1.3M -28,300 -6%
CICC
18
Capital Investment Counsel (Colorado)
Colorado
$18.8M +$2.49M +54,169 +15%
CWP
19
Cyndeo Wealth Partners
Florida
$17.9M -$29.4K -639 -0.2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$15.2M +$112K +2,424 +0.7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$15.1M -$2.18M -47,399 -13%
Renaissance Technologies
22
Renaissance Technologies
New York
$14.7M +$696K +15,130 +5%
HAC
23
Harbor Advisory Corp
New Hampshire
$14.2M +$404K +8,793 +3%
FPW
24
Fairvoy Private Wealth
Alabama
$14.1M -$1.02M -22,248 -7%
NA
25
NewEdge Advisors
Louisiana
$13.4M +$349K +7,578 +3%

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.