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 |
|---|---|---|---|---|---|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
8,009
shares
|
$371,377
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
7,748
shares
|
$359,274
0.03% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
7,727
shares
|
$358,300
0.11% of portfolio
|
Q3 2024
Reduced 39.25%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
7,643
shares
|
$354,405
0.01% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
7,612
shares
|
$352,968
0.13% of portfolio
|
Q4 2023
Added 8.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
7,429
shares
|
$344,482
0.0% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,362
shares
|
$341,375
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,310
shares
|
$338,964
0.02% of portfolio
|
Q3 2024
Added 1793.78%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,250
shares
|
$336,182
0.02% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
7,099
shares
|
$329,180
0.0% of portfolio
|
Q3 2024
Reduced 58.63%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
7,038
shares
|
$326,352
0.0% of portfolio
|
Q3 2024
Reduced 52.57%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
7,000
shares
|
$324,590
0.01% of portfolio
|
Q2 2022
Reduced 12.5%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
6,987
shares
|
$323,987
0.13% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
6,977
shares
|
$323,523
0.32% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
6,779
shares
|
$314,342
0.03% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
6,739
shares
|
$312,487
0.02% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
6,701
shares
|
$310,725
0.06% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,644
shares
|
$308,082
0.0% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
6,602
shares
|
$306,134
0.19% of portfolio
|
Q3 2024
Reduced 96.35%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
6,591
shares
|
$305,624
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
6,508
shares
|
$301,775
0.07% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
6,467
shares
|
$299,874
0.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
6,300
shares
|
$292,131
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,277
shares
|
$291,064
0.26% of portfolio
|
Q1 2024
Reduced 11.34%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,244
shares
|
$289,534
0.05% of portfolio
|
Q1 2024
Reduced 49.4%
|