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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
85,000
shares
|
$3.91 Million
0.29% of portfolio
|
Q2 2024
Added 21.43%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
84,645
shares
|
$3.89 Million
3.09% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
83,426
shares
|
$3.84 Million
2.3% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
83,364
shares
|
$3.84 Million
1.75% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
83,276
shares
|
$3.83 Million
0.18% of portfolio
|
Q1 2025
Added 61.27%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
79,434
shares
|
$3.65 Million
1.13% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
79,070
shares
|
$3.64 Million
0.12% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
78,988
shares
|
$3.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
78,085
shares
|
$3.59 Million
0.11% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
77,753
shares
|
$3.58 Million
0.96% of portfolio
|
Q1 2025
Added 45.77%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
75,432
shares
|
$3.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
75,251
shares
|
$3.46 Million
0.01% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
73,932
shares
|
$3.4 Million
0.29% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
73,632
shares
|
$3.39 Million
0.88% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
73,400
shares
|
$3.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.18%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
73,115
shares
|
$3.36 Million
2.88% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
72,094
shares
|
$3.32 Million
1.53% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
70,272
shares
|
$3.23 Million
1.7% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
69,750
shares
|
$3.21 Million
0.02% of portfolio
|
Q1 2025
Added 15.19%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
67,279
shares
|
$3.1 Million
0.16% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
67,038
shares
|
$3.08 Million
0.06% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
63,311
shares
|
$2.91 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
60,011
shares
|
$2.76 Million
0.72% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
60,000
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 78.39%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
59,058
shares
|
$2.72 Million
0.03% of portfolio
|
Q1 2025
Added 5.26%
|