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 374 institutions that hold shares in the stock, with a total of 39.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
7,464
shares
|
$343,418
0.02% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,362
shares
|
$338,725
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
7,313
shares
|
$336,471
0.11% of portfolio
|
Q1 2025
Reduced 25.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,303
shares
|
$336,011
0.01% of portfolio
|
Q1 2025
Added 30.55%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
7,277
shares
|
$334,814
0.31% of portfolio
|
Q4 2024
Added 15.93%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,208
shares
|
$331,640
0.07% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
7,099
shares
|
$326,624
0.08% of portfolio
|
Q1 2025
Reduced 27.6%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
7,000
shares
|
$322,070
0.01% of portfolio
|
Q2 2022
Reduced 12.5%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
6,828
shares
|
$314,156
0.17% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
6,665
shares
|
$306,656
0.27% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,644
shares
|
$305,690
0.0% of portfolio
|
Q1 2025
Added 1561.0%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
6,624
shares
|
$304,770
0.02% of portfolio
|
Q1 2025
Added 25.57%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
6,603
shares
|
$303,804
0.14% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
6,583
shares
|
$302,883
0.08% of portfolio
|
Q1 2025
Reduced 82.89%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
6,335
shares
|
$291,473
0.01% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
6,067
shares
|
$279,142
0.03% of portfolio
|
Q1 2025
Reduced 68.91%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
5,838
shares
|
$268,606
0.03% of portfolio
|
Q1 2025
Reduced 55.45%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
5,802
shares
|
$266,950
0.03% of portfolio
|
Q1 2025
Reduced 56.29%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
5,787
shares
|
$266,259
0.16% of portfolio
|
Q4 2022
Added 1.63%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,735
shares
|
$263,867
0.02% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
5,686
shares
|
$261,612
0.12% of portfolio
|
Q3 2024
Reduced 95.47%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,683
shares
|
$261,474
0.07% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
5,638
shares
|
$259,404
0.02% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,579
shares
|
$256,689
0.02% of portfolio
|
Q1 2025
Reduced 27.99%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
5,573
shares
|
$256,413
0.22% of portfolio
|
Q1 2025
Reduced 4.03%
|