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 377 institutions that hold shares in the stock, with a total of 36.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
4,533
shares
|
$207,112
0.06% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
4,394
shares
|
$200,761
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
4,392
shares
|
$200,670
0.0% of portfolio
|
Q4 2024
Reduced 71.91%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
4,354
shares
|
$198,934
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
4,294
shares
|
$196,192
0.03% of portfolio
|
Q2 2024
Reduced 19.15%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,826
shares
|
$174,809
0.0% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
3,421
shares
|
$156,305
0.06% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
3,270
shares
|
$149,406
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,954
shares
|
$134,968
0.0% of portfolio
|
Q4 2024
Added 27.38%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,848
shares
|
$130,125
0.0% of portfolio
|
Q4 2024
Reduced 79.38%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,700
shares
|
$123,363
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,588
shares
|
$118,245
0.06% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
2,173
shares
|
$99,284
0.79% of portfolio
|
Q3 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,128
shares
|
$97,228
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,064
shares
|
$94,304
0.07% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,061
shares
|
$94,167
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,860
shares
|
$84,983
0.01% of portfolio
|
Q4 2024
Added 23.1%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,760
shares
|
$80,414
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,561
shares
|
$71,322
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,336
shares
|
$61,041
0.0% of portfolio
|
Q4 2024
Reduced 96.88%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,209
shares
|
$55,239
0.02% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,050
shares
|
$47,974
0.0% of portfolio
|
Q1 2020
Reduced 62.03%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$45,690
0.0% of portfolio
|
Q3 2024
Reduced 76.85%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$45,690
0.01% of portfolio
|
Q1 2023
Reduced 86.97%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
789
shares
|
$36,049
0.0% of portfolio
|
Q4 2024
New holding
|