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 |
|---|---|---|---|---|---|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
39,544
shares
|
$1.83 Million
0.73% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,031
shares
|
$1.71 Million
0.2% of portfolio
|
Q4 2023
Added 10.38%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
36,856
shares
|
$1.7 Million
0.15% of portfolio
|
Q3 2024
Added 19.35%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
35,977
shares
|
$1.66 Million
1.28% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
35,096
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
34,845
shares
|
$1.61 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
34,554
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,350
shares
|
$1.54 Million
0.08% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
32,440
shares
|
$1.5 Million
0.67% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
31,643
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
31,508
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,439
shares
|
$1.45 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
31,219
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
29,948
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
29,825
shares
|
$1.38 Million
1.0% of portfolio
|
Q3 2024
Reduced 22.97%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
28,623
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
28,337
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
27,801
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
27,524
shares
|
$1.27 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
27,187
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
Reduced 42.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
26,106
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
24,633
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.24%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
23,984
shares
|
$1.11 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
23,239
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
22,977
shares
|
$1.06 Million
0.15% of portfolio
|
Q1 2023
Added 54.76%
|