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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
86,017
shares
|
$3.95 Million
0.01% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
85,239
shares
|
$3.92 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
85,000
shares
|
$3.91 Million
0.29% of portfolio
|
Q2 2024
Added 21.43%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
84,645
shares
|
$3.89 Million
3.09% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
83,426
shares
|
$3.83 Million
2.3% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
83,364
shares
|
$3.83 Million
1.75% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
79,434
shares
|
$3.65 Million
1.13% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
78,988
shares
|
$3.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
78,085
shares
|
$3.59 Million
0.11% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
77,753
shares
|
$3.57 Million
0.96% of portfolio
|
Q1 2025
Added 45.77%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
75,432
shares
|
$3.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
75,272
shares
|
$3.46 Million
0.87% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
74,222
shares
|
$3.41 Million
0.26% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
73,560
shares
|
$3.38 Million
1.45% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
73,115
shares
|
$3.36 Million
2.88% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
70,272
shares
|
$3.23 Million
1.7% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
69,750
shares
|
$3.21 Million
0.02% of portfolio
|
Q1 2025
Added 15.19%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
68,830
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
67,279
shares
|
$3.09 Million
0.16% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
67,038
shares
|
$3.08 Million
0.06% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
66,244
shares
|
$3.04 Million
0.86% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
65,562
shares
|
$3.01 Million
0.03% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
63,311
shares
|
$2.91 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
60,408
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
60,000
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 78.39%
|