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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,439
shares
|
$1.45 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
30,286
shares
|
$1.39 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
29,298
shares
|
$1.35 Million
0.25% of portfolio
|
Q1 2025
Added 200.03%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
28,847
shares
|
$1.33 Million
0.54% of portfolio
|
Q1 2025
Added 63.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
28,594
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 42.27%
|
|
|
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
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
25,667
shares
|
$1.18 Million
1.1% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
24,975
shares
|
$1.15 Million
0.26% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
24,969
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
24,589
shares
|
$1.13 Million
1.24% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
24,196
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
23,740
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
23,344
shares
|
$1.07 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
23,263
shares
|
$1.07 Million
0.54% of portfolio
|
Q1 2025
Added 25.63%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
22,977
shares
|
$1.06 Million
0.15% of portfolio
|
Q1 2023
Added 54.76%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
22,757
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,997
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 233.09%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
21,908
shares
|
$1.01 Million
0.44% of portfolio
|
Q1 2025
Reduced 59.79%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
21,698
shares
|
$998,324
0.37% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
20,990
shares
|
$965,749
0.05% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
20,183
shares
|
$928,619
0.29% of portfolio
|
Q1 2025
Added 62.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
19,883
shares
|
$914,816
0.09% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
19,360
shares
|
$890,753
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
18,867
shares
|
$868,070
0.03% of portfolio
|
Q1 2025
Reduced 20.6%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
18,610
shares
|
$856,246
0.34% of portfolio
|
Q1 2025
Reduced 2.03%
|