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 343 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,050
shares
|
$48,531
0.0% of portfolio
|
Q1 2020
Reduced 62.03%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,000
shares
|
$46,220
0.01% of portfolio
|
Q1 2023
Reduced 86.97%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,000
shares
|
$46,220
0.0% of portfolio
|
Q3 2024
Reduced 76.85%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
860
shares
|
$39,749
0.0% of portfolio
|
Q3 2024
Reduced 92.72%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
788
shares
|
$36,421
0.03% of portfolio
|
Q3 2024
Reduced 87.62%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
720
shares
|
$33,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
710
shares
|
$32,816
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
647
shares
|
$29,904
0.0% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
600
shares
|
$27,732
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
545
shares
|
$25,189
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
545
shares
|
$25,189
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
400
shares
|
$18,488
0.0% of portfolio
|
Q3 2024
Reduced 68.7%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
400
shares
|
$18,488
0.0% of portfolio
|
Q3 2024
Reduced 68.7%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
379
shares
|
$17,517
0.0% of portfolio
|
Q3 2024
Reduced 73.25%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
361
shares
|
$16,685
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
337
shares
|
$15,576
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
332
shares
|
$15,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
314
shares
|
$14,513
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
305
shares
|
$14,097
0.0% of portfolio
|
Q1 2024
Reduced 18.45%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
302
shares
|
$13,958
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
277
shares
|
$12,802
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
266
shares
|
$12,294
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
246
shares
|
$11,370
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
200
shares
|
$9,244
0.0% of portfolio
|
Q2 2024
Reduced 58.51%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
196
shares
|
$9,059
0.0% of portfolio
|
Q3 2024
New holding
|