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 |
|---|---|---|---|---|---|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
42,990
shares
|
$1.98 Million
1.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
42,568
shares
|
$1.96 Million
0.43% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 14, 2025 Q2 2025 |
42,441
shares
|
$1.95 Million
0.35% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
41,710
shares
|
$1.92 Million
0.88% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
40,550
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
40,221
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
39,842
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
37,558
shares
|
$1.73 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,031
shares
|
$1.71 Million
0.2% of portfolio
|
Q4 2023
Added 10.38%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
36,840
shares
|
$1.7 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
36,709
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
35,974
shares
|
$1.66 Million
1.39% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
35,870
shares
|
$1.65 Million
1.37% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
35,870
shares
|
$1.65 Million
1.37% of portfolio
|
Q2 2025
Reduced 29.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
35,244
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Added 23.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
33,718
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
33,432
shares
|
$1.54 Million
0.03% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
32,699
shares
|
$1.51 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
32,194
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
31,872
shares
|
$1.47 Million
0.67% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,439
shares
|
$1.45 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
31,003
shares
|
$1.43 Million
0.55% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
30,954
shares
|
$1.43 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
29,911
shares
|
$1.38 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
27,524
shares
|
$1.27 Million
0.31% of portfolio
|
Q1 2024
New holding
|