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 |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
5,549
shares
|
$255,309
0.06% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
5,510
shares
|
$253,515
0.03% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
5,402
shares
|
$248,546
1.16% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
5,396
shares
|
$248,269
0.05% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,361
shares
|
$246,659
0.03% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
5,321
shares
|
$244,819
0.0% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
5,315
shares
|
$244,543
0.03% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
5,262
shares
|
$242,104
0.02% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
5,194
shares
|
$238,975
0.22% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
5,103
shares
|
$234,789
0.06% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
5,033
shares
|
$231,568
0.02% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,921
shares
|
$226,415
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
4,908
shares
|
$225,817
0.08% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
4,903
shares
|
$225,587
0.06% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
4,899
shares
|
$225,402
0.14% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,806
shares
|
$221,124
0.0% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
4,754
shares
|
$218,731
0.17% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,657
shares
|
$214,268
0.09% of portfolio
|
Q3 2023
Reduced 56.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,649
shares
|
$213,900
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
4,601
shares
|
$211,692
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
4,586
shares
|
$211,001
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
4,533
shares
|
$208,563
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
4,474
shares
|
$205,848
0.04% of portfolio
|
Q1 2025
Reduced 28.35%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,378
shares
|
$201,431
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,294
shares
|
$197,566
0.03% of portfolio
|
Q2 2024
Reduced 19.15%
|