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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
62,926
shares
|
$2.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
61,759
shares
|
$2.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 59.05%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
60,940
shares
|
$2.81 Million
0.26% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
60,408
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
59,507
shares
|
$2.74 Million
0.12% of portfolio
|
Q2 2025
Reduced 28.54%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
59,009
shares
|
$2.72 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
56,928
shares
|
$2.62 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
55,148
shares
|
$2.54 Million
4.05% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
54,458
shares
|
$2.51 Million
0.83% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
53,273
shares
|
$2.45 Million
0.79% of portfolio
|
Q2 2025
Added 37.61%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
52,093
shares
|
$2.4 Million
0.88% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
50,920
shares
|
$2.35 Million
2.28% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
50,722
shares
|
$2.34 Million
0.08% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
50,421
shares
|
$2.32 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
50,058
shares
|
$2.31 Million
0.43% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
49,654
shares
|
$2.29 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
48,315
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
46,670
shares
|
$2.15 Million
0.53% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
46,537
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2022
Reduced 2.48%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
46,380
shares
|
$2.14 Million
1.34% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
44,895
shares
|
$2.07 Million
1.66% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
44,095
shares
|
$2.03 Million
0.23% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
44,005
shares
|
$2.03 Million
0.28% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
43,902
shares
|
$2.02 Million
0.03% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
43,776
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 44.58%
|