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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
18,470
shares
|
$849,804
0.07% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
18,351
shares
|
$844,329
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,294
shares
|
$841,706
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
17,974
shares
|
$826,983
0.12% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
17,719
shares
|
$815,251
0.03% of portfolio
|
Q1 2025
Added 81.1%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
17,712
shares
|
$814,929
0.72% of portfolio
|
Q1 2025
Added 37.62%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
17,531
shares
|
$806,601
0.13% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
17,270
shares
|
$794,592
0.02% of portfolio
|
Q1 2025
Added 106.21%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
17,205
shares
|
$791,602
0.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
17,121
shares
|
$787,737
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
16,860
shares
|
$775,728
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
16,663
shares
|
$766,664
0.0% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
16,489
shares
|
$758,658
0.12% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
16,233
shares
|
$746,880
0.01% of portfolio
|
Q1 2025
Added 28.34%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
16,227
shares
|
$746,604
0.27% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
15,682
shares
|
$721,528
0.05% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
15,655
shares
|
$720,286
0.13% of portfolio
|
Q1 2025
Added 48.01%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
15,434
shares
|
$710,118
0.07% of portfolio
|
Q1 2025
Added 56.85%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
15,399
shares
|
$708,507
0.3% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,362
shares
|
$706,805
0.01% of portfolio
|
Q2 2024
Added 154.17%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
15,355
shares
|
$706,483
0.04% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
15,150
shares
|
$697,051
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
15,089
shares
|
$694,244
0.14% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,825
shares
|
$682,098
0.01% of portfolio
|
Q1 2025
Added 34.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
14,792
shares
|
$680,579
0.02% of portfolio
|
Q1 2025
Reduced 4.74%
|