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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
26,121
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 74.09%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
25,762
shares
|
$1.19 Million
0.56% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
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%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
25,086
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
23,860
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Added 316.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
23,336
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
23,303
shares
|
$1.07 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
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.
|
Jul 29, 2025 Q2 2025 |
22,932
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
22,922
shares
|
$1.06 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
22,700
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
22,459
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 39.81%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
22,400
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,879
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
21,698
shares
|
$999,409
0.37% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
21,272
shares
|
$979,788
0.03% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
19,870
shares
|
$915,212
0.75% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
19,638
shares
|
$904,526
0.0% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19,633
shares
|
$904,295
0.03% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
19,370
shares
|
$892,182
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
19,335
shares
|
$890,570
0.0% of portfolio
|
Q2 2025
Added 31.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
18,498
shares
|
$852,017
0.02% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
18,472
shares
|
$850,820
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,449
shares
|
$849,760
0.31% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,294
shares
|
$842,621
0.45% of portfolio
|
Q1 2024
New holding
|