Institutional Ownership First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL). We have compiled data on the 372 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,535,484
shares
|
$210 Million
0.02% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,919,381
shares
|
$88.8 Million
0.04% of portfolio
|
Q4 2024
Added 23.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,861,253
shares
|
$86.1 Million
0.01% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,586,237
shares
|
$73.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,506,182
shares
|
$69.7 Million
0.02% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,447,302
shares
|
$67 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
1,112,764
shares
|
$51.5 Million
0.05% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,016,160
shares
|
$47 Million
1.66% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
955,957
shares
|
$44.2 Million
0.06% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
886,374
shares
|
$41 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
755,299
shares
|
$34.9 Million
5.46% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
633,271
shares
|
$29.3 Million
0.38% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
583,989
shares
|
$27 Million
0.09% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
570,196
shares
|
$26.4 Million
1.95% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
569,098
shares
|
$26.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 29.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
475,895
shares
|
$22 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
472,459
shares
|
$21.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
466,873
shares
|
$21.6 Million
9.76% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
450,223
shares
|
$20.8 Million
1.73% of portfolio
|
Q4 2023
Added 4.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
437,112
shares
|
$20.2 Million
0.02% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
433,590
shares
|
$20.1 Million
4.17% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
379,121
shares
|
$17.5 Million
0.06% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
368,041
shares
|
$17 Million
1.2% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
323,614
shares
|
$15 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
296,600
shares
|
$13.7 Million
0.47% of portfolio
|
Q4 2024
New holding
|