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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,421
shares
|
$157,571
0.05% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,288
shares
|
$151,445
0.0% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
3,270
shares
|
$150,616
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
3,251
shares
|
$149,741
0.0% of portfolio
|
Q2 2025
Added 111.52%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
2,828
shares
|
$130,257
0.16% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,700
shares
|
$124,362
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,660
shares
|
$122,519
0.05% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
2,600
shares
|
$119,756
0.03% of portfolio
|
Q2 2025
Reduced 84.81%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
2,573
shares
|
$118,512
0.37% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,128
shares
|
$98,015
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,064
shares
|
$95,067
0.07% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,061
shares
|
$94,929
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,863
shares
|
$85,809
0.01% of portfolio
|
Q2 2025
Reduced 19.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,561
shares
|
$71,899
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,551
shares
|
$71,439
0.01% of portfolio
|
Q2 2025
Added 459.93%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,209
shares
|
$55,686
0.02% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,101
shares
|
$50,712
0.0% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,050
shares
|
$48,363
0.0% of portfolio
|
Q1 2020
Reduced 62.03%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$46,060
0.01% of portfolio
|
Q1 2023
Reduced 86.97%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
986
shares
|
$45,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
947
shares
|
$43,618
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
771
shares
|
$35,512
0.01% of portfolio
|
Q2 2025
Added 293.37%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
700
shares
|
$32,242
0.0% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
666
shares
|
$30,675
0.0% of portfolio
|
Q2 2025
Reduced 36.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
626
shares
|
$28,833
0.0% of portfolio
|
Q2 2025
Reduced 14.6%
|