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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,294
shares
|
$842,621
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
17,889
shares
|
$823,967
0.45% of portfolio
|
Q2 2025
Added 43.91%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
17,700
shares
|
$815,262
0.11% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
17,532
shares
|
$807,523
0.12% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
17,414
shares
|
$802,088
0.05% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,265
shares
|
$795,225
0.02% of portfolio
|
Q2 2025
Reduced 53.7%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
17,104
shares
|
$787,810
0.5% of portfolio
|
Q2 2025
Added 42.3%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
17,073
shares
|
$786,382
0.07% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
16,907
shares
|
$778,736
0.78% of portfolio
|
Q2 2025
Reduced 31.24%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
16,810
shares
|
$774,268
0.2% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
16,763
shares
|
$772,103
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
16,697
shares
|
$769,063
0.0% of portfolio
|
Q2 2025
Reduced 85.49%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
16,407
shares
|
$755,706
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
16,330
shares
|
$752,159
0.04% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
16,313
shares
|
$751,376
0.26% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
15,732
shares
|
$724,615
0.01% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
15,601
shares
|
$718,582
0.08% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
15,463
shares
|
$712,225
0.2% of portfolio
|
Q2 2025
Added 134.89%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,362
shares
|
$707,573
0.01% of portfolio
|
Q2 2024
Added 154.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
15,243
shares
|
$702,092
0.0% of portfolio
|
Q2 2025
Reduced 68.95%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
14,941
shares
|
$688,182
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
14,738
shares
|
$678,832
0.01% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
14,679
shares
|
$676,114
0.26% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
14,485
shares
|
$667,179
0.27% of portfolio
|
Q2 2025
Reduced 33.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
14,479
shares
|
$666,902
0.02% of portfolio
|
Q2 2025
Reduced 18.29%
|