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 |
|---|---|---|---|---|---|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
323,928
shares
|
$14.9 Million
4.06% of portfolio
|
Q1 2025
Added 25.99%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
322,679
shares
|
$14.8 Million
2.44% of portfolio
|
Q1 2025
Added 17.67%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
296,600
shares
|
$13.6 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
273,160
shares
|
$12.6 Million
0.08% of portfolio
|
Q1 2025
Added 40.56%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
247,918
shares
|
$11.4 Million
6.09% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
246,798
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
241,789
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
219,136
shares
|
$10.1 Million
0.12% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
194,107
shares
|
$8.93 Million
0.25% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
190,164
shares
|
$8.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
171,723
shares
|
$7.9 Million
0.47% of portfolio
|
Q4 2024
Added 25.19%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
171,402
shares
|
$7.89 Million
0.01% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
169,688
shares
|
$7.81 Million
0.85% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
155,660
shares
|
$7.16 Million
0.25% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
155,066
shares
|
$7.13 Million
0.78% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
153,995
shares
|
$7.09 Million
2.17% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Cno Financial Group, Inc.
|
May 14, 2025 Q1 2025 |
152,000
shares
|
$6.99 Million
5.8% of portfolio
|
Q1 2025
New holding
|
|
|
Little Harbor Advisors, LLC
|
May 14, 2025 Q1 2025 |
151,105
shares
|
$6.95 Million
4.25% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
150,834
shares
|
$6.94 Million
0.17% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
147,394
shares
|
$6.78 Million
0.11% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
146,593
shares
|
$6.74 Million
0.02% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
143,470
shares
|
$6.6 Million
1.23% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
142,496
shares
|
$6.56 Million
1.11% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
138,417
shares
|
$6.37 Million
1.38% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
135,934
shares
|
$6.25 Million
0.83% of portfolio
|
Q2 2024
New holding
|