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 347 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
189
shares
|
$8,675
0.0% of portfolio
|
Q2 2024
Reduced 85.79%
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Jul 23, 2024 Q2 2024 |
179
shares
|
$8,216
0.01% of portfolio
|
Q2 2024
New holding
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
173
shares
|
$7,940
0.0% of portfolio
|
Q2 2024
Added 4.85%
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
171
shares
|
$7,848
0.01% of portfolio
|
Q2 2024
New holding
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
162
shares
|
$7,435
0.0% of portfolio
|
Q2 2024
Added 47.27%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
161
shares
|
$7,389
0.0% of portfolio
|
Q2 2024
Added 0.63%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
156
shares
|
$7,160
0.0% of portfolio
|
Q2 2024
Added 7.59%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
134
shares
|
$6,150
0.0% of portfolio
|
Q2 2024
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
106
shares
|
$4,865
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
100
shares
|
$4,590
0.0% of portfolio
|
Q2 2023
Reduced 2.91%
|
|
Pacifica Partners Inc.
|
Jul 11, 2024 Q2 2024 |
96
shares
|
$4,406
0.0% of portfolio
|
Q3 2020
Reduced 52.48%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jul 18, 2024 Q2 2024 |
70
shares
|
$3,213
0.0% of portfolio
|
Q1 2024
Reduced 38.05%
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
48
shares
|
$2,203
0.0% of portfolio
|
Q3 2017
New holding
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2024 Q2 2024 |
40
shares
|
$1,836
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
39
shares
|
$1,790
0.0% of portfolio
|
Q3 2023
New holding
|
|
Tsfg, LLC
|
Jul 16, 2024 Q2 2024 |
28
shares
|
$1,285
0.0% of portfolio
|
Q1 2024
Reduced 98.24%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
27
shares
|
$1,239
0.0% of portfolio
|
Q2 2024
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
18
shares
|
$826
0.0% of portfolio
|
Q2 2024
New holding
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
16
shares
|
$734
0.0% of portfolio
|
Q2 2024
Reduced 96.93%
|
|
Fwl Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
7
shares
|
$321
0.0% of portfolio
|
Q4 2023
Reduced 53.33%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
2
shares
|
$91
0.0% of portfolio
|
Q2 2024
Reduced 96.23%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1
shares
|
$45
0.0% of portfolio
|
Q1 2023
Reduced 93.33%
|