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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,700
shares
|
$124,119
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
2,696
shares
|
$123,935
0.05% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,637
shares
|
$121,222
0.01% of portfolio
|
Q3 2025
Reduced 67.76%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,600
shares
|
$119,522
0.02% of portfolio
|
Q2 2025
Reduced 84.81%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,339
shares
|
$107,523
0.0% of portfolio
|
Q3 2025
Reduced 28.05%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,267
shares
|
$104,213
0.01% of portfolio
|
Q3 2025
Reduced 43.72%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
2,173
shares
|
$99,892
0.28% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,128
shares
|
$97,824
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,071
shares
|
$95,203
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,064
shares
|
$94,882
0.07% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
2,041
shares
|
$93,824
0.06% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,561
shares
|
$71,759
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,318
shares
|
$60,588
0.07% of portfolio
|
Q3 2025
Reduced 53.39%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,209
shares
|
$55,577
0.02% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,098
shares
|
$50,475
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,050
shares
|
$48,268
0.0% of portfolio
|
Q1 2020
Reduced 62.03%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$45,970
0.01% of portfolio
|
Q1 2023
Reduced 86.97%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
986
shares
|
$45,326
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
882
shares
|
$40,545
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
773
shares
|
$35,534
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
714
shares
|
$32,822
0.0% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
700
shares
|
$32,179
0.0% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
630
shares
|
$28,961
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
600
shares
|
$27,582
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
545
shares
|
$25,053
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|