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 |
|---|---|---|---|---|---|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
14,485
shares
|
$665,585
0.27% of portfolio
|
Q2 2025
Reduced 33.88%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,411
shares
|
$662,185
0.12% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,849
shares
|
$636,361
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
13,239
shares
|
$608,332
0.0% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
13,229
shares
|
$607,872
0.04% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
13,188
shares
|
$605,988
0.01% of portfolio
|
Q1 2025
Reduced 88.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,145
shares
|
$604,012
0.02% of portfolio
|
Q2 2020
Reduced 10.24%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
12,752
shares
|
$585,954
0.28% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
12,718
shares
|
$584,392
0.02% of portfolio
|
Q1 2025
Added 62.91%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
12,711
shares
|
$584,070
0.15% of portfolio
|
Q1 2025
Reduced 28.04%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
12,655
shares
|
$581,497
0.47% of portfolio
|
Q1 2025
Added 93.12%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
12,588
shares
|
$578,418
0.0% of portfolio
|
Q1 2025
Reduced 32.46%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
12,431
shares
|
$571,204
0.35% of portfolio
|
Q1 2025
Added 30.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,372
shares
|
$568,493
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
12,020
shares
|
$552,319
0.4% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
11,784
shares
|
$541,474
0.45% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
11,705
shares
|
$537,844
0.06% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,524
shares
|
$529,527
0.32% of portfolio
|
Q2 2024
Reduced 64.75%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,305
shares
|
$519,464
0.06% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
11,171
shares
|
$513,307
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,168
shares
|
$513,169
0.05% of portfolio
|
Q4 2022
Reduced 23.02%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
10,480
shares
|
$481,556
0.26% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,314
shares
|
$473,928
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
10,270
shares
|
$471,906
0.05% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
10,185
shares
|
$468,000
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|