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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
92,298
shares
|
$4.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
91,893
shares
|
$4.23 Million
0.43% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
91,438
shares
|
$4.21 Million
0.13% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
87,893
shares
|
$4.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
86,966
shares
|
$4.01 Million
0.06% of portfolio
|
Q2 2025
Added 106.7%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
85,239
shares
|
$3.93 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
85,000
shares
|
$3.92 Million
0.27% of portfolio
|
Q2 2024
Added 21.43%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
84,229
shares
|
$3.88 Million
0.96% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
84,158
shares
|
$3.88 Million
1.62% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
81,789
shares
|
$3.77 Million
2.78% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
78,254
shares
|
$3.6 Million
2.76% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
76,013
shares
|
$3.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
75,272
shares
|
$3.47 Million
0.87% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
74,222
shares
|
$3.42 Million
0.26% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
73,560
shares
|
$3.39 Million
1.45% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
70,611
shares
|
$3.25 Million
1.81% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
70,321
shares
|
$3.24 Million
0.62% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
69,254
shares
|
$3.19 Million
0.15% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
68,830
shares
|
$3.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
68,810
shares
|
$3.17 Million
1.9% of portfolio
|
Q2 2025
Added 29.35%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
66,244
shares
|
$3.05 Million
0.86% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
65,680
shares
|
$3.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
65,562
shares
|
$3.02 Million
0.03% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
64,302
shares
|
$2.96 Million
0.11% of portfolio
|
Q2 2025
Reduced 66.87%
|