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 343 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
11,054
shares
|
$512,573
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,930
shares
|
$506,824
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
10,919
shares
|
$506,314
0.3% of portfolio
|
Q2 2024
Added 8.07%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,838
shares
|
$502,558
0.01% of portfolio
|
Q3 2024
Reduced 33.93%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
10,801
shares
|
$500,842
0.27% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,782
shares
|
$499,961
0.02% of portfolio
|
Q2 2024
Added 4.94%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
10,749
shares
|
$498,431
0.12% of portfolio
|
Q3 2024
Reduced 35.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,441
shares
|
$484,149
0.02% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
10,397
shares
|
$482,108
0.03% of portfolio
|
Q3 2024
Reduced 74.41%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
10,307
shares
|
$477,935
0.1% of portfolio
|
Q3 2024
Reduced 19.67%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
10,185
shares
|
$472,278
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
10,181
shares
|
$472,092
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
10,100
shares
|
$468,337
0.1% of portfolio
|
Q3 2024
Reduced 81.52%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,046
shares
|
$465,833
0.01% of portfolio
|
Q3 2024
Reduced 17.19%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,820
shares
|
$455,353
0.19% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
9,393
shares
|
$435,553
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
9,288
shares
|
$430,684
0.12% of portfolio
|
Q3 2024
Reduced 30.08%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
9,191
shares
|
$426,186
0.04% of portfolio
|
Q1 2022
Added 77.06%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
9,082
shares
|
$421,132
0.02% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
8,810
shares
|
$408,519
0.07% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
8,710
shares
|
$403,882
0.37% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
8,525
shares
|
$395,304
0.04% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
8,282
shares
|
$384,036
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
8,074
shares
|
$374,391
0.03% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
8,030
shares
|
$372,351
0.06% of portfolio
|
Q3 2024
Added 4.72%
|