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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
42,821
shares
|
$1.97 Million
0.72% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
42,390
shares
|
$1.95 Million
0.15% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
42,073
shares
|
$1.94 Million
0.27% of portfolio
|
Q1 2025
Reduced 33.32%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
42,073
shares
|
$1.94 Million
0.05% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
41,792
shares
|
$1.92 Million
1.57% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
41,567
shares
|
$1.91 Million
0.03% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
41,089
shares
|
$1.89 Million
1.34% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
40,724
shares
|
$1.87 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
40,003
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Added 25.21%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
39,842
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
39,337
shares
|
$1.81 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
38,714
shares
|
$1.78 Million
0.8% of portfolio
|
Q1 2025
Reduced 36.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
37,500
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
37,316
shares
|
$1.72 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
37,287
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,031
shares
|
$1.7 Million
0.2% of portfolio
|
Q4 2023
Added 10.38%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
36,840
shares
|
$1.7 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
36,742
shares
|
$1.69 Million
0.88% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
35,943
shares
|
$1.65 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
34,096
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
34,071
shares
|
$1.57 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
33,432
shares
|
$1.54 Million
0.03% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
31,656
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 25.65%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
31,609
shares
|
$1.45 Million
0.54% of portfolio
|
Q1 2025
Reduced 13.41%
|