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 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
144,469
shares
|
$6.64 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
142,198
shares
|
$6.54 Million
0.02% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
141,381
shares
|
$6.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 57.28%
|
|
|
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
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
131,789
shares
|
$6.06 Million
3.21% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
129,427
shares
|
$5.95 Million
0.15% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Asset Allocation & Management Company, LLC
|
Nov 03, 2025 Q3 2025 |
126,840
shares
|
$5.83 Million
2.45% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
125,927
shares
|
$5.79 Million
0.0% of portfolio
|
Q3 2025
Added 654.19%
|
|
|
Little Harbor Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
124,536
shares
|
$5.72 Million
2.85% of portfolio
|
Q3 2025
Reduced 17.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
124,401
shares
|
$5.72 Million
0.17% of portfolio
|
Q3 2025
Added 36.05%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
122,956
shares
|
$5.65 Million
4.44% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
118,162
shares
|
$5.43 Million
0.0% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
115,287
shares
|
$5.3 Million
0.1% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
113,544
shares
|
$5.22 Million
0.03% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
112,735
shares
|
$5.18 Million
0.07% of portfolio
|
Q3 2025
Reduced 20.82%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
112,427
shares
|
$5.17 Million
2.09% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
106,286
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
105,541
shares
|
$4.85 Million
1.16% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
100,979
shares
|
$4.64 Million
2.69% of portfolio
|
Q2 2025
Added 79.1%
|
|
|
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%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
96,959
shares
|
$4.46 Million
1.45% of portfolio
|
Q4 2025
Reduced 32.55%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
96,397
shares
|
$4.43 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
94,169
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
94,049
shares
|
$4.32 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
93,582
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2025
Added 114.68%
|
|