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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,439
shares
|
$1.44 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
30,394
shares
|
$1.39 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
27,937
shares
|
$1.28 Million
0.23% of portfolio
|
Q4 2024
Reduced 68.48%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
27,524
shares
|
$1.26 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
25,612
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
25,459
shares
|
$1.16 Million
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
25,193
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
25,098
shares
|
$1.15 Million
0.12% of portfolio
|
Q4 2024
Added 117.36%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
25,070
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
24,451
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Added 31.88%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
24,319
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
23,763
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
23,344
shares
|
$1.07 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
22,977
shares
|
$1.05 Million
0.15% of portfolio
|
Q1 2023
Added 54.76%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
22,635
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
22,534
shares
|
$1.03 Million
1.16% of portfolio
|
Q4 2024
Added 28.96%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
22,144
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 185.8%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
21,698
shares
|
$991,381
0.37% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
20,731
shares
|
$947,199
0.1% of portfolio
|
Q4 2024
Reduced 34.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
20,514
shares
|
$937,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
20,370
shares
|
$930,705
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
20,225
shares
|
$924,080
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
20,098
shares
|
$918,277
0.01% of portfolio
|
Q4 2024
Added 23.54%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
19,588
shares
|
$894,975
0.04% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
19,533
shares
|
$892,462
0.0% of portfolio
|
Q4 2024
Reduced 34.78%
|