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 343 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,908,672
shares
|
$181 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,789,004
shares
|
$83 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,715,206
shares
|
$79.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,550,376
shares
|
$71.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,357,675
shares
|
$63 Million
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
996,678
shares
|
$46.2 Million
1.55% of portfolio
|
Q3 2024
Reduced 26.83%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
986,679
shares
|
$45.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
972,042
shares
|
$45.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
955,957
shares
|
$44.3 Million
0.06% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
809,588
shares
|
$37.5 Million
0.01% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
744,599
shares
|
$34.5 Million
5.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
622,706
shares
|
$28.9 Million
0.37% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
582,473
shares
|
$27 Million
0.18% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
570,196
shares
|
$26.4 Million
1.9% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
511,933
shares
|
$23.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
475,895
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
459,684
shares
|
$21.3 Million
9.36% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
450,223
shares
|
$20.9 Million
1.73% of portfolio
|
Q4 2023
Added 4.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
430,930
shares
|
$20 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
390,158
shares
|
$18.1 Million
3.17% of portfolio
|
Q2 2024
Added 15.54%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
383,905
shares
|
$17.8 Million
0.03% of portfolio
|
Q3 2024
Added 38.59%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
364,394
shares
|
$16.9 Million
1.19% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
339,788
shares
|
$15.8 Million
0.02% of portfolio
|
Q3 2024
Added 3386.79%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
339,288
shares
|
$15.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
335,344
shares
|
$15.5 Million
0.05% of portfolio
|
Q3 2024
Added 48.68%
|