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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
287,715
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
240,800
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
233,603
shares
|
$10.8 Million
6.25% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
213,971
shares
|
$9.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
213,123
shares
|
$9.85 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
192,086
shares
|
$8.88 Million
0.0% of portfolio
|
Q3 2024
Added 238.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
178,647
shares
|
$8.26 Million
0.26% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
172,207
shares
|
$7.96 Million
0.19% of portfolio
|
Q3 2024
Added 346.27%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
151,855
shares
|
$7.02 Million
0.25% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
150,837
shares
|
$6.97 Million
0.9% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
150,404
shares
|
$6.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
143,100
shares
|
$6.61 Million
1.09% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
140,405
shares
|
$6.49 Million
1.12% of portfolio
|
Q3 2024
Added 593.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
139,540
shares
|
$6.45 Million
0.18% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
137,841
shares
|
$6.37 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
135,934
shares
|
$6.28 Million
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
134,856
shares
|
$6.23 Million
0.01% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Little Harbor Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
132,551
shares
|
$6.13 Million
3.91% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
131,333
shares
|
$6.07 Million
0.18% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
130,905
shares
|
$6.05 Million
0.7% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
128,412
shares
|
$5.94 Million
4.28% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
128,309
shares
|
$5.93 Million
2.08% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
126,138
shares
|
$5.83 Million
0.0% of portfolio
|
Q3 2024
Added 24.78%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
122,734
shares
|
$5.67 Million
0.15% of portfolio
|
Q3 2024
Reduced 38.78%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
120,497
shares
|
$5.57 Million
1.19% of portfolio
|
Q3 2024
Added 14.6%
|