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 356 institutions that hold shares in the stock, with a total of 35.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,908,672
shares
|
$181 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,789,004
shares
|
$82.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,715,206
shares
|
$79.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,550,376
shares
|
$71.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,447,302
shares
|
$66.9 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,357,675
shares
|
$62.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,016,160
shares
|
$47 Million
1.66% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
986,679
shares
|
$45.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
972,042
shares
|
$44.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
955,957
shares
|
$44.2 Million
0.06% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
809,588
shares
|
$37.4 Million
0.01% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
755,299
shares
|
$34.9 Million
5.46% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
633,271
shares
|
$29.3 Million
0.38% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
582,473
shares
|
$26.9 Million
0.18% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
570,196
shares
|
$26.3 Million
1.9% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
475,895
shares
|
$22 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
472,459
shares
|
$21.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
466,873
shares
|
$21.6 Million
9.76% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
450,223
shares
|
$20.8 Million
1.73% of portfolio
|
Q4 2023
Added 4.23%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
433,590
shares
|
$20 Million
4.17% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
430,930
shares
|
$19.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
368,041
shares
|
$17 Million
1.2% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
335,344
shares
|
$15.5 Million
0.05% of portfolio
|
Q3 2024
Added 48.68%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
323,614
shares
|
$15 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
296,600
shares
|
$13.7 Million
0.47% of portfolio
|
Q4 2024
New holding
|