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 347 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
37,371
shares
|
$1.72 Million
0.17% of portfolio
|
Q2 2024
Added 103.87%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,031
shares
|
$1.7 Million
0.2% of portfolio
|
Q4 2023
Added 10.38%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
36,865
shares
|
$1.69 Million
1.38% of portfolio
|
Q2 2024
Added 3.21%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
36,646
shares
|
$1.68 Million
0.11% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
36,645
shares
|
$1.68 Million
0.18% of portfolio
|
Q1 2024
Reduced 94.86%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
35,604
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
34,227
shares
|
$1.57 Million
0.25% of portfolio
|
Q2 2024
Added 3.26%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
33,429
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2024
Added 145.01%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
32,664
shares
|
$1.5 Million
0.16% of portfolio
|
Q2 2024
Added 2.07%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
32,285
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,439
shares
|
$1.44 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
31,248
shares
|
$1.43 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
30,881
shares
|
$1.42 Million
0.12% of portfolio
|
Q2 2024
Added 76.51%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
30,514
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2024
Added 13.18%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
30,044
shares
|
$1.38 Million
0.19% of portfolio
|
Q2 2024
Added 594.98%
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
29,974
shares
|
$1.38 Million
1.33% of portfolio
|
Q2 2024
Added 12.0%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
29,540
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
29,016
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
28,934
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2024
Added 1.1%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
28,815
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
27,524
shares
|
$1.26 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
Financial Enhancement Group LLC
Anderson, IN |
Aug 02, 2024 Q2 2024 |
27,157
shares
|
$1.25 Million
0.2% of portfolio
|
Q2 2024
Reduced 51.59%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
26,749
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.42%
|
|
My Legacy Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
25,210
shares
|
$1.16 Million
0.37% of portfolio
|
Q1 2024
Added 2.17%
|
|
Wealth Care Investment Partners, LLC
|
Jul 18, 2024 Q2 2024 |
24,573
shares
|
$1.13 Million
0.54% of portfolio
|
Q2 2024
Added 4.17%
|