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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
42,536
shares
|
$1.94 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
41,902
shares
|
$1.91 Million
0.14% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
41,840
shares
|
$1.91 Million
0.75% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
41,682
shares
|
$1.9 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
41,423
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.1%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
40,690
shares
|
$1.86 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
40,599
shares
|
$1.85 Million
0.03% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
40,256
shares
|
$1.84 Million
0.92% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
39,904
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
39,200
shares
|
$1.79 Million
0.75% of portfolio
|
Q4 2024
Added 373.32%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
38,485
shares
|
$1.76 Million
0.47% of portfolio
|
Q4 2024
Reduced 42.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
38,148
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
37,927
shares
|
$1.73 Million
0.99% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
37,477
shares
|
$1.71 Million
0.08% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,031
shares
|
$1.69 Million
0.2% of portfolio
|
Q4 2023
Added 10.38%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
36,504
shares
|
$1.67 Million
0.66% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
36,013
shares
|
$1.65 Million
1.42% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
36,005
shares
|
$1.65 Million
1.25% of portfolio
|
Q4 2024
Added 20.72%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
35,607
shares
|
$1.63 Million
0.24% of portfolio
|
Q4 2024
Reduced 26.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
35,095
shares
|
$1.6 Million
0.03% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
34,720
shares
|
$1.59 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
34,558
shares
|
$1.58 Million
0.1% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
32,760
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.17%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
31,950
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Added 40.03%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
31,698
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Added 39.3%
|