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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
22,817
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
22,756
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2024
Added 55.29%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
22,661
shares
|
$1.05 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
22,457
shares
|
$1.04 Million
0.21% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
21,698
shares
|
$1 Million
0.37% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
21,525
shares
|
$994,885
0.5% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,138
shares
|
$930,778
0.37% of portfolio
|
Q3 2024
Reduced 20.12%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
19,695
shares
|
$910,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
19,577
shares
|
$904,848
0.1% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
19,165
shares
|
$885,806
0.0% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
18,856
shares
|
$871,524
0.1% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
18,771
shares
|
$867,595
0.04% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,541
shares
|
$856,965
0.06% of portfolio
|
Q3 2024
Added 212.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
18,466
shares
|
$853,498
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
18,463
shares
|
$853,359
0.02% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,294
shares
|
$845,548
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,591
shares
|
$813,056
0.01% of portfolio
|
Q3 2024
Reduced 47.38%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
17,585
shares
|
$812,778
0.07% of portfolio
|
Q3 2024
Reduced 52.94%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
17,530
shares
|
$810,236
0.12% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
17,474
shares
|
$807,648
0.87% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
17,121
shares
|
$791,332
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
16,697
shares
|
$771,735
0.02% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
16,365
shares
|
$756,390
0.09% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,269
shares
|
$751,953
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
15,803
shares
|
$730,414
0.06% of portfolio
|
Q3 2024
Added 1.25%
|