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 323 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,496,052
shares
|
$207 Million
0.02% of portfolio
|
Q1 2024
Added 26.58%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,512,166
shares
|
$116 Million
0.06% of portfolio
|
Q1 2024
Added 8.87%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,960,879
shares
|
$90.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 41.97%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,919,425
shares
|
$88.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.55%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
1,301,150
shares
|
$59.9 Million
2.3% of portfolio
|
Q1 2024
Added 18.79%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,291,687
shares
|
$59.5 Million
0.02% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,268,574
shares
|
$58.4 Million
0.01% of portfolio
|
Q1 2024
Added 5.19%
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
934,778
shares
|
$43 Million
0.05% of portfolio
|
Q1 2024
Added 39.88%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
753,742
shares
|
$34.7 Million
0.05% of portfolio
|
Q1 2024
Reduced 18.18%
|
|
Flaharty Asset Management, LLC
|
May 14, 2024 Q1 2024 |
728,531
shares
|
$33.5 Million
5.23% of portfolio
|
Q1 2024
Reduced 6.94%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
714,363
shares
|
$32.9 Million
0.08% of portfolio
|
Q1 2024
Added 0.65%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
655,019
shares
|
$30.2 Million
0.01% of portfolio
|
Q1 2024
Added 31.23%
|
|
Welch & Forbes LLC
|
May 02, 2024 Q1 2024 |
604,916
shares
|
$27.8 Million
0.39% of portfolio
|
Q1 2024
Added 7.22%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
501,176
shares
|
$23.1 Million
0.02% of portfolio
|
Q1 2024
Added 3.88%
|
|
Kovitz Investment Group Partners, LLC
|
May 14, 2024 Q1 2024 |
478,575
shares
|
$22 Million
0.33% of portfolio
|
Q1 2024
New holding
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
476,116
shares
|
$21.9 Million
0.47% of portfolio
|
Q1 2024
Added 4518.0%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
469,100
shares
|
$21.6 Million
0.03% of portfolio
|
Q1 2024
Reduced 6.16%
|
|
Tl Private Wealth
|
Apr 10, 2024 Q1 2024 |
464,284
shares
|
$21.4 Million
10.53% of portfolio
|
Q1 2024
Added 4.76%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
450,223
shares
|
$20.7 Million
1.73% of portfolio
|
Q4 2023
Added 4.23%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
430,132
shares
|
$19.8 Million
0.02% of portfolio
|
Q1 2024
Added 12.98%
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
May 08, 2024 Q1 2024 |
363,055
shares
|
$16.7 Million
1.35% of portfolio
|
Q1 2024
Added 75.14%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
343,890
shares
|
$15.8 Million
0.08% of portfolio
|
Q1 2024
Added 19.61%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
342,805
shares
|
$15.8 Million
0.11% of portfolio
|
Q1 2024
Reduced 1.49%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 16, 2024 Q1 2024 |
340,080
shares
|
$15.7 Million
1.32% of portfolio
|
Q1 2024
Added 2.61%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
337,682
shares
|
$15.5 Million
2.86% of portfolio
|
Q1 2024
Reduced 16.19%
|