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 368 institutions that hold shares in the stock, with a total of 39.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
10,143
shares
|
$466,070
0.2% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,104
shares
|
$464,278
0.02% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,046
shares
|
$461,613
0.01% of portfolio
|
Q3 2024
Reduced 17.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
10,036
shares
|
$461,154
0.15% of portfolio
|
Q4 2024
Reduced 10.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
9,711
shares
|
$446,220
0.01% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
9,632
shares
|
$442,590
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,455
shares
|
$434,457
0.01% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
9,431
shares
|
$433,354
0.39% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
9,191
shares
|
$422,326
0.04% of portfolio
|
Q1 2022
Added 77.06%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
9,181
shares
|
$421,866
0.13% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
9,024
shares
|
$414,652
0.39% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
8,960
shares
|
$411,712
0.04% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
8,850
shares
|
$406,657
0.21% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
8,668
shares
|
$398,294
0.04% of portfolio
|
Q1 2025
Reduced 65.46%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
8,301
shares
|
$381,430
0.03% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
8,227
shares
|
$378,030
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
8,220
shares
|
$377,709
0.17% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,216
shares
|
$377,525
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
8,091
shares
|
$371,781
0.37% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
7,910
shares
|
$363,464
0.02% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
7,877
shares
|
$361,948
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
7,833
shares
|
$359,926
0.14% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
7,616
shares
|
$349,955
0.02% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,612
shares
|
$349,771
0.08% of portfolio
|
Q4 2023
Added 8.74%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
7,568
shares
|
$347,749
0.03% of portfolio
|
Q1 2025
Reduced 6.99%
|