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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
200
shares
|
$9,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
200
shares
|
$9,202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
200
shares
|
$9,202
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
200
shares
|
$9,202
0.0% of portfolio
|
Q2 2024
Reduced 58.51%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
196
shares
|
$9,017
0.0% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
196
shares
|
$9,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
163
shares
|
$7,499
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
156
shares
|
$7,177
0.0% of portfolio
|
Q2 2024
Added 7.59%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
138
shares
|
$6,349
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
123
shares
|
$5,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
112
shares
|
$5,153
0.0% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
96
shares
|
$4,416
0.0% of portfolio
|
Q3 2020
Reduced 52.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
92
shares
|
$4,232
0.0% of portfolio
|
Q1 2025
Added 61.4%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
70
shares
|
$3,220
0.0% of portfolio
|
Q1 2024
Reduced 38.05%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
48
shares
|
$2,208
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
35
shares
|
$1,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
23
shares
|
$1,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
16
shares
|
$736
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
12
shares
|
$552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
9
shares
|
$414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q1 2023
Reduced 93.33%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|