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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
7,464
shares
|
$342,970
0.02% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,362
shares
|
$338,283
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
7,313
shares
|
$336,032
0.11% of portfolio
|
Q1 2025
Reduced 25.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,303
shares
|
$335,572
0.01% of portfolio
|
Q1 2025
Added 30.55%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
7,277
shares
|
$334,378
0.31% of portfolio
|
Q4 2024
Added 15.93%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,208
shares
|
$331,207
0.07% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
7,000
shares
|
$321,650
0.01% of portfolio
|
Q2 2022
Reduced 12.5%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
6,828
shares
|
$313,746
0.17% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
6,665
shares
|
$306,256
0.27% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,644
shares
|
$305,291
0.0% of portfolio
|
Q1 2025
Added 1561.0%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
6,624
shares
|
$304,372
0.02% of portfolio
|
Q1 2025
Added 25.57%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
6,603
shares
|
$303,407
0.14% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
6,583
shares
|
$302,488
0.08% of portfolio
|
Q1 2025
Reduced 82.89%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
6,335
shares
|
$291,093
0.01% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
5,897
shares
|
$270,967
0.03% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
5,787
shares
|
$265,912
0.16% of portfolio
|
Q4 2022
Added 1.63%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,735
shares
|
$263,523
0.02% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
5,686
shares
|
$261,271
0.12% of portfolio
|
Q3 2024
Reduced 95.47%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,683
shares
|
$261,133
0.07% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,579
shares
|
$256,355
0.02% of portfolio
|
Q1 2025
Reduced 27.99%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
5,573
shares
|
$256,079
0.22% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
5,518
shares
|
$253,552
0.03% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
5,510
shares
|
$253,184
0.03% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
5,411
shares
|
$248,635
0.05% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
5,402
shares
|
$248,221
1.16% of portfolio
|
Q1 2025
Added 4.49%
|