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 |
|---|---|---|---|---|---|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
7,973
shares
|
$367,236
0.32% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
7,833
shares
|
$360,787
0.14% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
7,737
shares
|
$356,366
0.05% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,612
shares
|
$350,608
0.08% of portfolio
|
Q4 2023
Added 8.74%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
7,106
shares
|
$327,302
0.02% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
7,103
shares
|
$327,164
0.02% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
7,000
shares
|
$322,420
0.01% of portfolio
|
Q2 2022
Reduced 12.5%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
6,944
shares
|
$319,840
0.15% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,941
shares
|
$319,702
0.02% of portfolio
|
Q2 2025
Added 24.41%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
6,875
shares
|
$316,662
0.01% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
6,865
shares
|
$316,201
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
6,631
shares
|
$305,423
0.25% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
6,405
shares
|
$295,014
0.12% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
6,254
shares
|
$288,059
0.01% of portfolio
|
Q2 2025
Reduced 16.21%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
5,906
shares
|
$272,030
0.01% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
5,897
shares
|
$271,615
0.03% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
5,787
shares
|
$266,549
0.16% of portfolio
|
Q4 2022
Added 1.63%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
5,752
shares
|
$264,937
0.2% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
5,752
shares
|
$264,937
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
5,700
shares
|
$262,542
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,683
shares
|
$261,758
0.07% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
5,680
shares
|
$261,620
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
5,612
shares
|
$258,488
0.03% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
5,591
shares
|
$257,521
0.05% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
5,518
shares
|
$254,159
0.03% of portfolio
|
Q2 2025
Reduced 9.05%
|