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 |
|---|---|---|---|---|---|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
135,344
shares
|
$6.23 Million
4.66% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
134,098
shares
|
$6.17 Million
4.25% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
131,040
shares
|
$6.03 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
128,074
shares
|
$5.89 Million
1.97% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
127,315
shares
|
$5.86 Million
0.04% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
120,931
shares
|
$5.56 Million
2.18% of portfolio
|
Q1 2025
Added 20.08%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
117,779
shares
|
$5.42 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
117,511
shares
|
$5.41 Million
0.17% of portfolio
|
Q1 2025
Added 157.99%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
116,969
shares
|
$5.38 Million
4.84% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
116,840
shares
|
$5.38 Million
2.7% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
115,095
shares
|
$5.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
109,141
shares
|
$5.02 Million
0.06% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
108,096
shares
|
$4.97 Million
0.03% of portfolio
|
Q1 2025
Added 26.64%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
103,841
shares
|
$4.78 Million
0.16% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
103,614
shares
|
$4.77 Million
0.04% of portfolio
|
Q1 2025
Added 30.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
100,810
shares
|
$4.64 Million
0.01% of portfolio
|
Q1 2025
Added 19.65%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
100,006
shares
|
$4.6 Million
0.87% of portfolio
|
Q1 2024
Added 239.11%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
99,911
shares
|
$4.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
97,783
shares
|
$4.5 Million
0.36% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
97,566
shares
|
$4.49 Million
0.01% of portfolio
|
Q1 2025
Added 35.69%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
91,241
shares
|
$4.2 Million
0.46% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
90,681
shares
|
$4.17 Million
0.39% of portfolio
|
Q1 2025
Added 20.33%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
89,282
shares
|
$4.11 Million
0.3% of portfolio
|
Q1 2025
Added 53.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
86,017
shares
|
$3.96 Million
0.01% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
85,239
shares
|
$3.92 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.22%
|