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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
773
shares
|
$35,318
0.02% of portfolio
|
Q4 2024
Added 377.16%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
710
shares
|
$32,439
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
700
shares
|
$31,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
700
shares
|
$31,983
0.0% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
669
shares
|
$30,566
0.0% of portfolio
|
Q4 2024
Reduced 75.8%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
600
shares
|
$27,414
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
545
shares
|
$24,901
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
545
shares
|
$24,901
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
531
shares
|
$24,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
515
shares
|
$23,530
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
441
shares
|
$20,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
435
shares
|
$19,875
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
400
shares
|
$18,276
0.0% of portfolio
|
Q3 2024
Reduced 68.7%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
400
shares
|
$18,276
0.0% of portfolio
|
Q3 2024
Reduced 68.7%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
391
shares
|
$17,864
0.0% of portfolio
|
Q4 2024
Reduced 39.57%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
361
shares
|
$16,494
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
337
shares
|
$15,397
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
328
shares
|
$14,986
0.0% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
327
shares
|
$14,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
314
shares
|
$14,346
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
277
shares
|
$12,656
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
276
shares
|
$12,610
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
265
shares
|
$12,107
0.01% of portfolio
|
Q1 2024
Reduced 9.81%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
249
shares
|
$11,376
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
226
shares
|
$10,325
0.0% of portfolio
|
Q4 2024
New holding
|