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 344 institutions that hold shares in the stock, with a total of 33.6 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 |
|---|---|---|---|---|---|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,244
shares
|
$288,785
0.05% of portfolio
|
Q1 2024
Reduced 49.4%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
6,179
shares
|
$285,778
0.09% of portfolio
|
Q3 2024
Reduced 47.15%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,144
shares
|
$284,160
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
6,074
shares
|
$280,922
0.02% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,053
shares
|
$279,951
0.02% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,026
shares
|
$278,702
0.01% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
5,799
shares
|
$268,203
0.21% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
5,787
shares
|
$267,648
0.16% of portfolio
|
Q4 2022
Added 1.63%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,753
shares
|
$266,076
0.03% of portfolio
|
Q3 2024
Reduced 47.01%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
5,696
shares
|
$263,440
0.05% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
5,686
shares
|
$262,977
0.11% of portfolio
|
Q3 2024
Reduced 95.47%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
5,591
shares
|
$258,583
0.12% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,563
shares
|
$257,288
0.01% of portfolio
|
Q3 2024
Reduced 41.45%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
5,329
shares
|
$246,466
0.11% of portfolio
|
Q1 2024
Reduced 42.08%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,321
shares
|
$246,096
0.03% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
5,253
shares
|
$242,951
0.04% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
5,180
shares
|
$239,575
0.02% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
5,058
shares
|
$233,932
0.03% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5,050
shares
|
$233,562
0.02% of portfolio
|
Q3 2024
Reduced 12.05%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,004
shares
|
$231,435
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
4,923
shares
|
$227,688
0.01% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,916
shares
|
$227,365
0.0% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
4,899
shares
|
$226,578
0.08% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
4,899
shares
|
$226,578
0.14% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
4,841
shares
|
$223,896
0.14% of portfolio
|
Q2 2024
Reduced 0.62%
|