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 369 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 $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
138,403
shares
|
$6.36 Million
2.3% of portfolio
|
Q2 2025
Added 14.45%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
136,986
shares
|
$6.29 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
135,934
shares
|
$6.25 Million
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
135,344
shares
|
$6.22 Million
4.66% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
134,098
shares
|
$6.16 Million
4.25% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
128,074
shares
|
$5.89 Million
1.97% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
127,315
shares
|
$5.85 Million
0.04% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
126,840
shares
|
$5.83 Million
2.69% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
117,779
shares
|
$5.41 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
117,511
shares
|
$5.4 Million
0.17% of portfolio
|
Q1 2025
Added 157.99%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
116,969
shares
|
$5.37 Million
4.84% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
115,095
shares
|
$5.29 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
109,141
shares
|
$5.02 Million
0.06% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
108,096
shares
|
$4.97 Million
0.03% of portfolio
|
Q1 2025
Added 26.64%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
103,841
shares
|
$4.77 Million
0.16% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
103,614
shares
|
$4.76 Million
0.04% of portfolio
|
Q1 2025
Added 30.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
100,810
shares
|
$4.63 Million
0.01% of portfolio
|
Q1 2025
Added 19.65%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
100,006
shares
|
$4.6 Million
0.87% of portfolio
|
Q1 2024
Added 239.11%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
99,911
shares
|
$4.59 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
97,783
shares
|
$4.49 Million
0.36% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
97,566
shares
|
$4.48 Million
0.01% of portfolio
|
Q1 2025
Added 35.69%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
94,007
shares
|
$4.32 Million
0.34% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
91,438
shares
|
$4.2 Million
0.13% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
91,241
shares
|
$4.19 Million
0.46% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
89,282
shares
|
$4.1 Million
0.3% of portfolio
|
Q1 2025
Added 53.18%
|