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 |
|---|---|---|---|---|---|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
4,819
shares
|
$222,878
0.07% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
4,787
shares
|
$221,398
0.01% of portfolio
|
Q3 2024
Reduced 18.86%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
4,683
shares
|
$216,588
0.06% of portfolio
|
Q3 2024
Reduced 24.38%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,657
shares
|
$215,386
0.09% of portfolio
|
Q3 2023
Reduced 56.17%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
4,601
shares
|
$212,796
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
4,384
shares
|
$202,760
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
4,368
shares
|
$202,020
0.09% of portfolio
|
Q3 2024
Reduced 91.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,294
shares
|
$198,597
0.03% of portfolio
|
Q2 2024
Reduced 19.15%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,860
shares
|
$178,525
0.0% of portfolio
|
Q3 2024
Added 88.48%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,681
shares
|
$170,246
0.01% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,625
shares
|
$167,656
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
3,421
shares
|
$158,221
0.06% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
3,270
shares
|
$151,237
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,764
shares
|
$127,835
0.0% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,700
shares
|
$124,875
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,551
shares
|
$117,983
0.06% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,319
shares
|
$107,253
0.0% of portfolio
|
Q3 2024
Reduced 30.61%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
2,173
shares
|
$100,501
0.79% of portfolio
|
Q3 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,128
shares
|
$98,420
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,030
shares
|
$93,887
0.03% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,760
shares
|
$81,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,742
shares
|
$80,567
0.0% of portfolio
|
Q3 2024
Reduced 91.06%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,561
shares
|
$72,196
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,511
shares
|
$69,883
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,225
shares
|
$56,656
0.02% of portfolio
|
Q3 2024
Added 1.8%
|