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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
774
shares
|
$35,611
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
733
shares
|
$33,725
0.0% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
710
shares
|
$32,667
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
700
shares
|
$32,207
0.0% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
600
shares
|
$27,606
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
545
shares
|
$25,075
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
545
shares
|
$25,075
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
531
shares
|
$24,431
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
515
shares
|
$23,695
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
435
shares
|
$20,014
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
400
shares
|
$18,404
0.0% of portfolio
|
Q3 2024
Reduced 68.7%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
398
shares
|
$18,311
0.0% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
361
shares
|
$16,609
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
337
shares
|
$15,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
327
shares
|
$15,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
314
shares
|
$14,447
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
277
shares
|
$12,744
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
276
shares
|
$12,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
258
shares
|
$11,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
252
shares
|
$11,594
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
240
shares
|
$11,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
226
shares
|
$10,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
225
shares
|
$10,352
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
222
shares
|
$10,214
0.0% of portfolio
|
Q1 2025
Reduced 32.32%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
201
shares
|
$9,248
0.01% of portfolio
|
Q4 2024
New holding
|