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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
72,591
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
69,733
shares
|
$3.22 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
69,222
shares
|
$3.2 Million
1.55% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
69,190
shares
|
$3.2 Million
1.73% of portfolio
|
Q3 2024
Added 27.43%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
68,218
shares
|
$3.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
67,871
shares
|
$3.14 Million
2.44% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
67,456
shares
|
$3.12 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
67,328
shares
|
$3.11 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
66,382
shares
|
$3.07 Million
0.45% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
64,995
shares
|
$3 Million
0.17% of portfolio
|
Q3 2024
Added 257.67%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
63,814
shares
|
$2.95 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
62,650
shares
|
$2.9 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
60,186
shares
|
$2.78 Million
2.41% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
60,087
shares
|
$2.78 Million
1.94% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
60,087
shares
|
$2.78 Million
1.94% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
59,804
shares
|
$2.76 Million
1.27% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
58,495
shares
|
$2.7 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
57,718
shares
|
$2.67 Million
0.69% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
57,576
shares
|
$2.66 Million
0.93% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
57,468
shares
|
$2.66 Million
0.13% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
56,550
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
56,505
shares
|
$2.61 Million
0.02% of portfolio
|
Q3 2024
Added 85.18%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
55,936
shares
|
$2.59 Million
0.07% of portfolio
|
Q2 2024
Added 5.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
55,825
shares
|
$2.58 Million
0.1% of portfolio
|
Q3 2024
Reduced 24.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
55,331
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2024
Added 12.26%
|