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 322 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.57 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
3,397
shares
|
$155,276
0.0% of portfolio
|
Q1 2024
Added 48.47%
|
|
Lfa Lugano Financial Advisors Sa
|
May 03, 2024 Q1 2024 |
3,270
shares
|
$149,471
0.11% of portfolio
|
Q1 2024
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
3,074
shares
|
$140,512
0.0% of portfolio
|
Q1 2024
Reduced 20.42%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,700
shares
|
$123,417
0.07% of portfolio
|
Q3 2023
New holding
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
2,496
shares
|
$114,092
0.0% of portfolio
|
Q1 2024
Closed
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 15, 2024 Q1 2024 |
2,173
shares
|
$99,327
0.94% of portfolio
|
Q3 2023
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
1,964
shares
|
$89,774
0.03% of portfolio
|
Q1 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
1,494
shares
|
$68,290
0.01% of portfolio
|
Q1 2024
Reduced 22.43%
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
1,330
shares
|
$60,794
0.03% of portfolio
|
Q4 2023
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
1,287
shares
|
$58,828
0.02% of portfolio
|
Q1 2024
Reduced 97.14%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
1,278
shares
|
$58,417
0.01% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,278
shares
|
$58,417
0.0% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
May 02, 2024 Q1 2024 |
1,225
shares
|
$55,994
0.02% of portfolio
|
Q1 2024
New holding
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
1,080
shares
|
$49,366
0.0% of portfolio
|
Q1 2024
Added 8.0%
|
|
Plante Moran Financial Advisors, LLC
|
May 09, 2024 Q1 2024 |
1,050
shares
|
$47,995
0.01% of portfolio
|
Q1 2020
Reduced 62.03%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
1,000
shares
|
$45,710
0.01% of portfolio
|
Q1 2024
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
1,000
shares
|
$45,710
0.01% of portfolio
|
Q1 2023
Reduced 86.97%
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
998
shares
|
$45,618
0.02% of portfolio
|
Q1 2024
Added 161.26%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
836
shares
|
$38,213
0.0% of portfolio
|
Q1 2024
Added 0.84%
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
710
shares
|
$32,454
0.02% of portfolio
|
Q4 2023
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
545
shares
|
$24,911
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
545
shares
|
$24,911
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
522
shares
|
$23,860
0.0% of portfolio
|
Q1 2024
New holding
|
|
City Holding CO
|
Apr 11, 2024 Q1 2024 |
482
shares
|
$22,032
0.0% of portfolio
|
Q2 2023
New holding
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
410
shares
|
$18,741
0.01% of portfolio
|
Q2 2023
New holding
|