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 356 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
13,459
shares
|
$618,710
0.1% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
13,315
shares
|
$612,090
0.19% of portfolio
|
Q4 2025
Reduced 2.94%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,299
shares
|
$611,355
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,145
shares
|
$604,275
0.02% of portfolio
|
Q2 2020
Reduced 10.24%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
12,918
shares
|
$593,840
0.08% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
12,666
shares
|
$582,256
0.02% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
12,623
shares
|
$580,279
0.04% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
12,595
shares
|
$578,992
0.16% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
12,477
shares
|
$573,567
0.0% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
12,224
shares
|
$561,937
0.04% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
11,989
shares
|
$551,134
0.02% of portfolio
|
Q3 2025
Added 14.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
11,962
shares
|
$549,893
0.01% of portfolio
|
Q3 2025
Reduced 17.38%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
11,957
shares
|
$549,663
0.05% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
11,794
shares
|
$542,170
0.02% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
11,580
shares
|
$532,332
0.0% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,524
shares
|
$529,758
0.32% of portfolio
|
Q2 2024
Reduced 64.75%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
11,324
shares
|
$520,564
0.23% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
11,324
shares
|
$520,564
0.2% of portfolio
|
Q3 2025
Reduced 21.82%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,168
shares
|
$513,392
0.05% of portfolio
|
Q4 2022
Reduced 23.02%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
11,022
shares
|
$506,681
0.21% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
10,877
shares
|
$500,015
0.05% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
10,716
shares
|
$492,614
0.05% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
10,599
shares
|
$487,236
0.01% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
10,189
shares
|
$468,388
0.19% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
10,185
shares
|
$468,204
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|