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 361 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,674,003
shares
|
$215 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,051,310
shares
|
$94.5 Million
0.03% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,931,799
shares
|
$89 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,875,309
shares
|
$86.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,502,512
shares
|
$69.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,493,366
shares
|
$68.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
1,200,153
shares
|
$55.3 Million
0.05% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,135,739
shares
|
$52.3 Million
2.01% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
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
|
Aug 14, 2025 Q2 2025 |
778,837
shares
|
$35.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
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%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
655,762
shares
|
$30.2 Million
0.14% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
597,027
shares
|
$27.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
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%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
553,071
shares
|
$25.5 Million
4.86% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
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%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
460,217
shares
|
$21.2 Million
0.02% of portfolio
|
Q2 2025
Added 24.42%
|
|
|
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%
|
|
|
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%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
330,940
shares
|
$15.2 Million
0.0% of portfolio
|
Q2 2025
Added 36.87%
|