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 |
|---|---|---|---|---|---|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
120,497
shares
|
$5.57 Million
1.28% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 08, 2024 Q3 2024 |
116,492
shares
|
$5.38 Million
4.59% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
116,069
shares
|
$5.36 Million
2.51% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
113,200
shares
|
$5.23 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
112,440
shares
|
$5.2 Million
3.24% of portfolio
|
Q3 2024
Added 561.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
103,396
shares
|
$4.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
102,784
shares
|
$4.75 Million
0.17% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
100,287
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.17%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
100,006
shares
|
$4.62 Million
0.87% of portfolio
|
Q1 2024
Added 239.11%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
93,540
shares
|
$4.32 Million
1.44% of portfolio
|
Q3 2024
Added 113.56%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
92,376
shares
|
$4.27 Million
1.56% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
91,933
shares
|
$4.25 Million
0.03% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
91,740
shares
|
$4.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
88,632
shares
|
$4.1 Million
0.71% of portfolio
|
Q3 2024
Added 226.37%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
88,379
shares
|
$4.08 Million
0.3% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
85,000
shares
|
$3.93 Million
0.3% of portfolio
|
Q2 2024
Added 21.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
84,632
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.97%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
84,548
shares
|
$3.91 Million
2.4% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
83,372
shares
|
$3.85 Million
0.25% of portfolio
|
Q2 2024
Added 504.01%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
83,040
shares
|
$3.84 Million
0.02% of portfolio
|
Q3 2024
Reduced 76.77%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
82,934
shares
|
$3.83 Million
0.03% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
79,423
shares
|
$3.67 Million
0.85% of portfolio
|
Q3 2024
Added 54.08%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
75,963
shares
|
$3.51 Million
1.72% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
73,240
shares
|
$3.39 Million
0.14% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
72,660
shares
|
$3.36 Million
0.95% of portfolio
|
Q3 2024
Reduced 32.14%
|