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 |
---|---|---|---|---|---|
Wiley Bros. Aintree Capital, LLC
|
Apr 11, 2024 Q1 2024 |
13,347
shares
|
$610,091
0.09% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,145
shares
|
$600,857
0.02% of portfolio
|
Q2 2020
Reduced 10.24%
|
|
Octavia Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
13,109
shares
|
$599,212
0.09% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 13, 2024 Q1 2024 |
12,873
shares
|
$588,424
0.33% of portfolio
|
Q1 2024
Added 3.0%
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
12,831
shares
|
$586,505
0.13% of portfolio
|
Q1 2024
Reduced 11.61%
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
May 03, 2024 Q1 2024 |
12,525
shares
|
$572,517
0.35% of portfolio
|
Q1 2024
Reduced 22.93%
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 07, 2024 Q1 2024 |
12,414
shares
|
$567,443
0.21% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
Tfg Advisers LLC
|
May 06, 2024 Q1 2024 |
12,370
shares
|
$565,432
0.23% of portfolio
|
Q1 2024
Added 46.93%
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Apr 30, 2024 Q1 2024 |
12,327
shares
|
$563,467
0.22% of portfolio
|
Q1 2024
Added 7.25%
|
|
Ivc Wealth Advisors LLC
|
Apr 19, 2024 Q1 2024 |
12,219
shares
|
$558,530
0.33% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
12,042
shares
|
$550,439
0.02% of portfolio
|
Q1 2024
Added 6.27%
|
|
Hbw Advisory Services LLC
|
Apr 19, 2024 Q1 2024 |
12,032
shares
|
$549,982
0.1% of portfolio
|
Q4 2023
Added 1.81%
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
12,010
shares
|
$548,977
0.38% of portfolio
|
Q1 2024
Added 1.96%
|
|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
11,894
shares
|
$543,674
0.04% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 19, 2024 Q1 2024 |
11,860
shares
|
$542,120
0.26% of portfolio
|
Q1 2024
Reduced 72.47%
|
|
Cozad Asset Management Inc
Champaign, IL |
May 08, 2024 Q1 2024 |
11,802
shares
|
$539,469
0.06% of portfolio
|
Q1 2024
Reduced 4.36%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
11,745
shares
|
$536,863
0.01% of portfolio
|
Q1 2024
Reduced 5.13%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
11,711
shares
|
$535,309
0.01% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
11,479
shares
|
$524,705
0.01% of portfolio
|
Q1 2024
Added 5.22%
|
|
Alpha Cubed Investments, LLC
|
Apr 22, 2024 Q1 2024 |
11,243
shares
|
$513,917
0.03% of portfolio
|
Q2 2023
Reduced 6.75%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,168
shares
|
$510,489
0.05% of portfolio
|
Q4 2022
Reduced 23.02%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
11,160
shares
|
$510,123
0.05% of portfolio
|
Q1 2024
Reduced 34.39%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
11,140
shares
|
$509,209
0.19% of portfolio
|
Q1 2024
Reduced 18.57%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
10,813
shares
|
$494,262
0.0% of portfolio
|
Q1 2024
Reduced 59.31%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Apr 30, 2024 Q1 2024 |
10,730
shares
|
$490,468
0.09% of portfolio
|
Q1 2024
Reduced 3.02%
|