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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
600
shares
|
$27,636
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
545
shares
|
$25,102
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
545
shares
|
$25,102
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
515
shares
|
$23,720
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
435
shares
|
$20,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
413
shares
|
$19,022
0.0% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
404
shares
|
$18,608
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
361
shares
|
$16,627
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
327
shares
|
$15,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
325
shares
|
$14,969
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
314
shares
|
$14,462
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
276
shares
|
$12,712
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
262
shares
|
$12,067
0.0% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
255
shares
|
$11,745
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
240
shares
|
$11,054
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
225
shares
|
$10,363
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
221
shares
|
$10,179
0.0% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
201
shares
|
$9,258
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
200
shares
|
$9,212
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
200
shares
|
$9,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
163
shares
|
$7,507
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
156
shares
|
$7,185
0.0% of portfolio
|
Q2 2024
Added 7.59%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
124
shares
|
$5,711
0.0% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
123
shares
|
$5,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
105
shares
|
$4,836
0.0% of portfolio
|
Q2 2025
Added 14.13%
|