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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,103
shares
|
$188,779
0.01% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,756
shares
|
$172,813
0.01% of portfolio
|
Q1 2025
Added 125100.0%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,664
shares
|
$168,580
0.0% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
3,590
shares
|
$165,175
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
3,421
shares
|
$157,400
0.06% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
3,270
shares
|
$150,452
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,023
shares
|
$139,088
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,954
shares
|
$135,913
0.0% of portfolio
|
Q4 2024
Added 27.38%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,739
shares
|
$126,021
0.0% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,700
shares
|
$124,227
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,625
shares
|
$120,776
0.06% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
2,573
shares
|
$118,383
0.4% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,325
shares
|
$106,973
0.01% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,128
shares
|
$97,909
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,064
shares
|
$94,964
0.07% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,061
shares
|
$94,826
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
1,814
shares
|
$83,462
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,561
shares
|
$71,821
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,537
shares
|
$70,717
0.0% of portfolio
|
Q1 2025
Added 129.75%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,209
shares
|
$55,626
0.02% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,101
shares
|
$50,657
0.0% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,050
shares
|
$48,310
0.0% of portfolio
|
Q1 2020
Reduced 62.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,046
shares
|
$48,126
0.0% of portfolio
|
Q1 2025
Reduced 88.61%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,000
shares
|
$46,010
0.01% of portfolio
|
Q1 2023
Reduced 86.97%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$46,010
0.0% of portfolio
|
Q3 2024
Reduced 76.85%
|