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 368 institutions that hold shares in the stock, with a total of 39.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,664
shares
|
$168,360
0.0% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
3,421
shares
|
$157,194
0.06% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
3,270
shares
|
$150,256
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,023
shares
|
$138,906
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,954
shares
|
$135,736
0.0% of portfolio
|
Q4 2024
Added 27.38%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,739
shares
|
$125,857
0.0% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,700
shares
|
$124,065
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,660
shares
|
$122,227
0.05% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
2,573
shares
|
$118,229
0.4% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,325
shares
|
$106,833
0.01% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,128
shares
|
$97,781
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,064
shares
|
$94,840
0.07% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,061
shares
|
$94,702
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,561
shares
|
$71,727
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,551
shares
|
$71,268
0.01% of portfolio
|
Q2 2025
Added 459.93%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,537
shares
|
$70,625
0.0% of portfolio
|
Q1 2025
Added 129.75%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,209
shares
|
$55,553
0.02% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,101
shares
|
$50,590
0.0% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,050
shares
|
$48,247
0.0% of portfolio
|
Q1 2020
Reduced 62.03%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$45,950
0.0% of portfolio
|
Q3 2024
Reduced 76.85%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,000
shares
|
$45,950
0.01% of portfolio
|
Q1 2023
Reduced 86.97%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
986
shares
|
$45,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
733
shares
|
$33,681
0.0% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
710
shares
|
$32,624
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
700
shares
|
$32,165
0.0% of portfolio
|
Q4 2024
Reduced 18.6%
|