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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
139,833
shares
|
$6.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
138,417
shares
|
$6.38 Million
1.38% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
138,403
shares
|
$6.37 Million
2.3% of portfolio
|
Q2 2025
Added 14.45%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
137,210
shares
|
$6.32 Million
0.04% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
136,986
shares
|
$6.31 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
135,934
shares
|
$6.26 Million
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
132,144
shares
|
$6.09 Million
0.44% of portfolio
|
Q2 2025
Added 35.14%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
131,835
shares
|
$6.07 Million
3.75% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
126,840
shares
|
$5.84 Million
2.69% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
120,269
shares
|
$5.54 Million
0.15% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
118,686
shares
|
$5.47 Million
4.61% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
115,081
shares
|
$5.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
104,895
shares
|
$4.83 Million
0.0% of portfolio
|
Q2 2025
Added 84.97%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
104,613
shares
|
$4.82 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
103,841
shares
|
$4.78 Million
0.16% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
100,979
shares
|
$4.65 Million
2.69% of portfolio
|
Q2 2025
Added 79.1%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
100,006
shares
|
$4.61 Million
0.87% of portfolio
|
Q1 2024
Added 239.11%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
97,320
shares
|
$4.48 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
96,476
shares
|
$4.44 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
96,406
shares
|
$4.44 Million
0.01% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
95,928
shares
|
$4.42 Million
0.02% of portfolio
|
Q2 2025
Added 27.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
95,393
shares
|
$4.39 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
94,007
shares
|
$4.33 Million
0.34% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
92,699
shares
|
$4.27 Million
2.01% of portfolio
|
Q2 2025
Added 31.91%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
92,358
shares
|
$4.25 Million
1.08% of portfolio
|
Q2 2025
Added 18.78%
|