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 357 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,627
shares
|
$350,613
0.12% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,612
shares
|
$349,923
0.08% of portfolio
|
Q4 2023
Added 8.74%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
7,360
shares
|
$338,339
0.0% of portfolio
|
Q3 2025
Reduced 34.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,186
shares
|
$330,340
0.01% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
7,182
shares
|
$330,156
0.02% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
7,056
shares
|
$324,364
0.15% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
7,000
shares
|
$321,790
0.01% of portfolio
|
Q2 2022
Reduced 12.5%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
6,870
shares
|
$315,813
0.11% of portfolio
|
Q3 2025
Reduced 19.06%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,649
shares
|
$305,654
0.0% of portfolio
|
Q3 2025
Reduced 25.77%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
6,480
shares
|
$297,885
0.06% of portfolio
|
Q3 2025
Added 14.02%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
6,454
shares
|
$296,690
0.1% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
6,362
shares
|
$292,461
0.13% of portfolio
|
Q3 2025
Reduced 33.73%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,335
shares
|
$291,219
0.0% of portfolio
|
Q3 2025
Reduced 61.39%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,217
shares
|
$285,795
0.01% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Dec 31, 2025 Q3 2025 |
6,030
shares
|
$277,199
1.24% of portfolio
|
Q3 2025
Added 16.63%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
6,030
shares
|
$277,199
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
5,898
shares
|
$271,131
0.2% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,874
shares
|
$270,027
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
5,855
shares
|
$269,154
0.18% of portfolio
|
Q4 2025
Reduced 11.56%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
5,797
shares
|
$266,488
0.01% of portfolio
|
Q3 2025
Added 18.21%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
5,787
shares
|
$266,028
0.16% of portfolio
|
Q4 2022
Added 1.63%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
5,698
shares
|
$261,937
0.02% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
5,612
shares
|
$257,983
0.2% of portfolio
|
Q3 2025
Reduced 40.49%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
5,591
shares
|
$257,018
0.05% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
5,398
shares
|
$248,146
0.18% of portfolio
|
Q3 2025
Added 0.04%
|
|