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 322 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.57 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kovack Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
66,760
shares
|
$3.05 Million
0.38% of portfolio
|
Q1 2024
Added 17.33%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
66,314
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 29, 2024 Q1 2024 |
65,808
shares
|
$3.01 Million
2.15% of portfolio
|
Q1 2024
Added 4.79%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
62,528
shares
|
$2.86 Million
0.12% of portfolio
|
Q1 2024
Added 21.07%
|
|
Paradigm Financial Partners, LLC
|
May 15, 2024 Q1 2024 |
62,154
shares
|
$2.84 Million
0.62% of portfolio
|
Q1 2024
Reduced 4.01%
|
|
Mc Naughton Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
61,624
shares
|
$2.82 Million
1.58% of portfolio
|
Q1 2024
Added 4.89%
|
|
American Financial Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
61,597
shares
|
$2.82 Million
0.4% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
61,132
shares
|
$2.79 Million
0.01% of portfolio
|
Q1 2024
Reduced 14.75%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
59,644
shares
|
$2.73 Million
1.09% of portfolio
|
Q1 2024
Reduced 94.6%
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 10, 2024 Q1 2024 |
58,280
shares
|
$2.66 Million
2.55% of portfolio
|
Q1 2024
Added 2.16%
|
|
Prudential PLC
London, England, X0 |
May 14, 2024 Q1 2024 |
57,650
shares
|
$2.64 Million
0.02% of portfolio
|
Q1 2024
Reduced 12.92%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 15, 2024 Q1 2024 |
56,100
shares
|
$2.56 Million
0.48% of portfolio
|
Q1 2024
Reduced 16.61%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
55,385
shares
|
$2.53 Million
0.03% of portfolio
|
Q1 2024
Added 14.01%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
54,220
shares
|
$2.48 Million
0.26% of portfolio
|
Q1 2024
Added 0.09%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
52,973
shares
|
$2.42 Million
0.06% of portfolio
|
Q1 2024
Added 4.21%
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
May 10, 2024 Q1 2024 |
52,402
shares
|
$2.4 Million
1.72% of portfolio
|
Q1 2024
Added 2.43%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
52,399
shares
|
$2.4 Million
0.04% of portfolio
|
Q1 2024
Added 4.94%
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
May 01, 2024 Q1 2024 |
52,119
shares
|
$2.38 Million
1.52% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
Signature Securities Group Corporation
|
Apr 15, 2024 Q1 2024 |
50,808
shares
|
$2.32 Million
0.66% of portfolio
|
Q1 2024
Reduced 17.97%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
50,434
shares
|
$2.31 Million
0.06% of portfolio
|
Q1 2024
Added 2.89%
|
|
Trinity Legacy Partners, LLC
|
Apr 24, 2024 Q1 2024 |
49,917
shares
|
$2.28 Million
0.68% of portfolio
|
Q1 2024
Reduced 4.59%
|
|
Harvest Investment Services, LLC
|
May 13, 2024 Q1 2024 |
47,409
shares
|
$2.17 Million
0.9% of portfolio
|
Q1 2024
Added 27.7%
|
|
Saxon Interests, Inc.
|
Apr 18, 2024 Q1 2024 |
47,042
shares
|
$2.15 Million
1.04% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
46,537
shares
|
$2.13 Million
0.09% of portfolio
|
Q3 2022
Reduced 2.48%
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 23, 2024 Q1 2024 |
46,014
shares
|
$2.1 Million
1.18% of portfolio
|
Q1 2024
Reduced 13.1%
|