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 |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
10,143
shares
|
$467,186
0.19% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
10,064
shares
|
$463,547
0.02% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,046
shares
|
$462,718
0.01% of portfolio
|
Q3 2024
Reduced 17.19%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
10,029
shares
|
$461,935
0.37% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
9,903
shares
|
$456,132
0.13% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,860
shares
|
$454,151
0.0% of portfolio
|
Q2 2025
Added 48.4%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
9,766
shares
|
$449,821
0.18% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
9,658
shares
|
$444,847
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
9,600
shares
|
$442,176
0.22% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
9,431
shares
|
$434,391
0.39% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
9,405
shares
|
$433,194
0.01% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
9,323
shares
|
$429,417
0.09% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
9,323
shares
|
$429,417
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
9,191
shares
|
$423,337
0.04% of portfolio
|
Q1 2022
Added 77.06%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
9,030
shares
|
$415,921
0.02% of portfolio
|
Q2 2025
Added 63.88%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
8,960
shares
|
$412,697
0.04% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,957
shares
|
$412,559
0.0% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
8,950
shares
|
$412,237
0.2% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
8,668
shares
|
$399,248
0.04% of portfolio
|
Q1 2025
Reduced 65.46%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
8,572
shares
|
$394,826
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
8,488
shares
|
$390,957
0.15% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8,180
shares
|
$376,770
0.03% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
8,124
shares
|
$374,191
0.03% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
8,077
shares
|
$372,026
0.14% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
7,998
shares
|
$368,387
0.33% of portfolio
|
Q2 2025
Reduced 1.15%
|