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 365 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,709,857
shares
|
$217 Million
0.02% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,164,738
shares
|
$99.7 Million
0.02% of portfolio
|
Q1 2025
Added 43.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,976,404
shares
|
$91 Million
0.04% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,886,198
shares
|
$86.9 Million
0.01% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,574,414
shares
|
$72.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,539,336
shares
|
$70.9 Million
0.03% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
1,324,825
shares
|
$61 Million
2.18% of portfolio
|
Q1 2025
Added 30.38%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
1,119,862
shares
|
$51.6 Million
0.05% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
955,957
shares
|
$44 Million
0.06% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
806,502
shares
|
$37.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
723,967
shares
|
$33.3 Million
6.85% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
682,178
shares
|
$31.4 Million
0.4% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
648,361
shares
|
$29.9 Million
3.65% of portfolio
|
Q1 2025
Added 51.73%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
641,010
shares
|
$29.5 Million
0.16% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
601,289
shares
|
$27.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
570,196
shares
|
$26.3 Million
1.78% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
567,225
shares
|
$26.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
475,895
shares
|
$21.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
456,319
shares
|
$21 Million
8.72% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
450,223
shares
|
$20.7 Million
1.73% of portfolio
|
Q4 2023
Added 4.23%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
392,122
shares
|
$18.1 Million
1.11% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
376,411
shares
|
$17.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
369,895
shares
|
$17 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
356,598
shares
|
$16.4 Million
2.54% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
330,667
shares
|
$15.2 Million
3.77% of portfolio
|
Q2 2025
Added 2.08%
|