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 356 institutions that hold shares in the stock, with a total of 35.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
96
shares
|
$4,436
0.0% of portfolio
|
Q3 2020
Reduced 52.48%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
70
shares
|
$3,234
0.0% of portfolio
|
Q1 2024
Reduced 38.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
57
shares
|
$2,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
48
shares
|
$2,218
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
39
shares
|
$1,802
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
18
shares
|
$831
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
16
shares
|
$739
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3
shares
|
$138
0.02% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q1 2023
Reduced 93.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|