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 377 institutions that hold shares in the stock, with a total of 36.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
57,084
shares
|
$2.61 Million
2.13% of portfolio
|
Q4 2024
Added 33.09%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
56,151
shares
|
$2.57 Million
0.81% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
56,105
shares
|
$2.56 Million
0.03% of portfolio
|
Q4 2024
Added 34.68%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
55,422
shares
|
$2.53 Million
1.57% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
55,009
shares
|
$2.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
54,758
shares
|
$2.5 Million
0.08% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
54,480
shares
|
$2.49 Million
1.22% of portfolio
|
Q4 2024
Reduced 53.06%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
53,503
shares
|
$2.44 Million
0.35% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
53,338
shares
|
$2.44 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
52,967
shares
|
$2.42 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
52,843
shares
|
$2.41 Million
0.83% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
51,638
shares
|
$2.36 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
50,722
shares
|
$2.32 Million
0.08% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
50,677
shares
|
$2.32 Million
1.68% of portfolio
|
Q4 2024
Reduced 15.66%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
50,677
shares
|
$2.32 Million
1.68% of portfolio
|
Q4 2024
Reduced 15.66%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
50,662
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
50,058
shares
|
$2.29 Million
0.43% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
49,917
shares
|
$2.28 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
49,817
shares
|
$2.28 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
49,757
shares
|
$2.27 Million
0.01% of portfolio
|
Q4 2024
Added 2756.31%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
49,311
shares
|
$2.25 Million
0.29% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
48,098
shares
|
$2.2 Million
0.62% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
47,844
shares
|
$2.19 Million
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
46,537
shares
|
$2.13 Million
0.09% of portfolio
|
Q3 2022
Reduced 2.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
45,548
shares
|
$2.08 Million
0.06% of portfolio
|
Q4 2024
Added 5.42%
|