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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,145
shares
|
$600,595
0.02% of portfolio
|
Q2 2020
Reduced 10.24%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
13,103
shares
|
$598,676
0.08% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,963
shares
|
$592,279
0.07% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
12,870
shares
|
$588,030
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
12,648
shares
|
$577,887
0.01% of portfolio
|
Q4 2024
Reduced 31.5%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
12,603
shares
|
$575,831
0.32% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
12,432
shares
|
$568,018
0.16% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,372
shares
|
$565,276
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
11,873
shares
|
$542,477
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
11,734
shares
|
$536,126
0.05% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,524
shares
|
$526,531
0.32% of portfolio
|
Q2 2024
Reduced 64.75%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,168
shares
|
$510,265
0.05% of portfolio
|
Q4 2022
Reduced 23.02%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
11,154
shares
|
$509,626
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
11,026
shares
|
$503,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
10,853
shares
|
$495,873
0.14% of portfolio
|
Q4 2024
Added 125.21%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
10,825
shares
|
$494,594
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
10,777
shares
|
$492,401
0.28% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
10,577
shares
|
$483,263
0.08% of portfolio
|
Q4 2024
Added 20.06%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
10,502
shares
|
$479,836
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
10,473
shares
|
$478,511
0.11% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
10,418
shares
|
$475,998
0.01% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
10,144
shares
|
$463,479
0.19% of portfolio
|
Q4 2024
Reduced 68.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,046
shares
|
$459,001
0.01% of portfolio
|
Q3 2024
Reduced 17.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
10,036
shares
|
$458,544
0.15% of portfolio
|
Q4 2024
Reduced 10.46%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
9,849
shares
|
$450,000
0.14% of portfolio
|
Q4 2024
Added 6.04%
|