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 |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
5,411
shares
|
$249,230
0.05% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
5,406
shares
|
$249,000
0.0% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
5,402
shares
|
$248,816
1.16% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
5,396
shares
|
$248,539
0.2% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,380
shares
|
$247,802
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
5,277
shares
|
$243,058
0.22% of portfolio
|
Q2 2025
Reduced 27.48%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
5,185
shares
|
$238,821
0.02% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,118
shares
|
$235,735
0.02% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
5,103
shares
|
$235,044
0.09% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
5,044
shares
|
$232,326
0.03% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
4,908
shares
|
$226,062
0.07% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,904
shares
|
$225,878
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
4,899
shares
|
$225,647
0.14% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,798
shares
|
$220,995
0.02% of portfolio
|
Q1 2025
Added 65.78%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
4,729
shares
|
$217,817
0.06% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,657
shares
|
$214,501
0.09% of portfolio
|
Q3 2023
Reduced 56.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,642
shares
|
$213,810
0.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
4,601
shares
|
$211,922
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,503
shares
|
$207,408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
4,483
shares
|
$206,486
0.14% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
4,474
shares
|
$206,072
0.04% of portfolio
|
Q1 2025
Reduced 28.35%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
4,394
shares
|
$202,387
0.03% of portfolio
|
Q2 2025
Reduced 24.73%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,103
shares
|
$188,984
0.01% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,792
shares
|
$174,659
0.01% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,687
shares
|
$169,823
0.0% of portfolio
|
Q2 2025
Added 0.63%
|