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 |
|---|---|---|---|---|---|
|
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 |
May 14, 2025 Q1 2025 |
57,753
shares
|
$2.66 Million
0.09% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
57,583
shares
|
$2.65 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
56,710
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
56,380
shares
|
$2.59 Million
1.43% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
55,417
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
55,148
shares
|
$2.54 Million
4.27% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
55,109
shares
|
$2.54 Million
0.38% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
53,837
shares
|
$2.48 Million
0.79% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
53,198
shares
|
$2.45 Million
1.69% of portfolio
|
Q1 2025
Added 163.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
51,829
shares
|
$2.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
51,363
shares
|
$2.36 Million
1.99% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
50,722
shares
|
$2.33 Million
0.08% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
50,677
shares
|
$2.33 Million
1.68% of portfolio
|
Q4 2024
Reduced 15.66%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
50,465
shares
|
$2.32 Million
0.67% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
50,421
shares
|
$2.32 Million
2.61% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
50,058
shares
|
$2.3 Million
0.43% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
49,817
shares
|
$2.29 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
49,654
shares
|
$2.28 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
49,090
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Added 49.85%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
48,938
shares
|
$2.25 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
48,039
shares
|
$2.21 Million
0.95% of portfolio
|
Q1 2025
Added 22.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
47,714
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
46,967
shares
|
$2.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
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%
|