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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
277,693
shares
|
$12.7 Million
0.02% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
274,218
shares
|
$12.5 Million
2.12% of portfolio
|
Q4 2024
Added 95.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
265,088
shares
|
$12.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
257,116
shares
|
$11.7 Million
3.16% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
248,005
shares
|
$11.3 Million
6.02% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
215,778
shares
|
$9.86 Million
0.0% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
206,703
shares
|
$9.44 Million
0.02% of portfolio
|
Q4 2024
Added 53.28%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
205,066
shares
|
$9.37 Million
0.12% of portfolio
|
Q4 2024
Added 1301.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
194,335
shares
|
$8.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
179,988
shares
|
$8.22 Million
0.24% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
171,723
shares
|
$7.85 Million
0.47% of portfolio
|
Q4 2024
Added 25.19%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
164,731
shares
|
$7.53 Million
0.82% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
162,665
shares
|
$7.43 Million
0.01% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
154,086
shares
|
$7.04 Million
1.34% of portfolio
|
Q4 2024
Added 27.88%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
154,086
shares
|
$7.04 Million
1.47% of portfolio
|
Q4 2024
Added 27.88%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
151,844
shares
|
$6.94 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Little Harbor Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
151,105
shares
|
$6.9 Million
4.13% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
141,892
shares
|
$6.48 Million
0.18% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
139,856
shares
|
$6.39 Million
0.02% of portfolio
|
Q4 2024
Added 52.45%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
137,032
shares
|
$6.26 Million
4.92% of portfolio
|
Q4 2024
Added 17.63%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
136,276
shares
|
$6.23 Million
2.51% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
136,255
shares
|
$6.23 Million
1.04% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
135,959
shares
|
$6.21 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
135,934
shares
|
$6.21 Million
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
134,356
shares
|
$6.14 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.72%
|