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 |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
44,895
shares
|
$2.06 Million
1.66% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
44,095
shares
|
$2.03 Million
0.23% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
42,821
shares
|
$1.97 Million
0.72% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
42,390
shares
|
$1.95 Million
0.15% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
42,073
shares
|
$1.93 Million
0.05% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
42,073
shares
|
$1.93 Million
0.27% of portfolio
|
Q1 2025
Reduced 33.32%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
41,792
shares
|
$1.92 Million
1.57% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
41,710
shares
|
$1.92 Million
0.88% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
41,567
shares
|
$1.91 Million
0.03% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
41,089
shares
|
$1.89 Million
1.34% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
40,003
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Added 25.21%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
39,842
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
39,337
shares
|
$1.81 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
38,714
shares
|
$1.78 Million
0.8% of portfolio
|
Q1 2025
Reduced 36.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
37,287
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
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%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
36,840
shares
|
$1.69 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
36,742
shares
|
$1.69 Million
0.88% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
35,974
shares
|
$1.65 Million
1.39% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
34,096
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
33,432
shares
|
$1.54 Million
0.03% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
32,699
shares
|
$1.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
32,194
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
31,656
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 25.65%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
31,609
shares
|
$1.45 Million
0.54% of portfolio
|
Q1 2025
Reduced 13.41%
|