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 |
---|---|---|---|---|---|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
10,562
shares
|
$482,789
0.01% of portfolio
|
Q1 2024
Reduced 46.46%
|
|
Purus Wealth Management, LLC
|
Apr 11, 2024 Q1 2024 |
10,424
shares
|
$476,481
0.24% of portfolio
|
Q4 2023
Reduced 29.03%
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2024 Q1 2024 |
10,305
shares
|
$471,041
0.2% of portfolio
|
Q1 2024
Added 23.41%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
10,181
shares
|
$465,373
0.01% of portfolio
|
Q1 2024
Added 33.68%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
10,113
shares
|
$462,265
0.05% of portfolio
|
Q1 2024
Added 13.35%
|
|
Tru Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
9,823
shares
|
$449,009
0.03% of portfolio
|
Q1 2024
Added 34.05%
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 19, 2024 Q1 2024 |
9,610
shares
|
$439,273
0.39% of portfolio
|
Q1 2024
New holding
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
9,191
shares
|
$420,120
0.04% of portfolio
|
Q1 2022
Added 77.06%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 15, 2024 Q1 2024 |
8,931
shares
|
$408,236
0.05% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
8,809
shares
|
$402,659
0.02% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
8,567
shares
|
$391,597
0.04% of portfolio
|
Q1 2024
Reduced 12.8%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 10, 2024 Q1 2024 |
8,525
shares
|
$389,677
0.04% of portfolio
|
Q1 2024
Added 5.9%
|
|
Fiduciary Trust CO
Boston, MA |
May 13, 2024 Q1 2024 |
8,437
shares
|
$385,655
0.01% of portfolio
|
Q1 2024
Reduced 83.57%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
8,370
shares
|
$382,592
0.05% of portfolio
|
Q1 2024
Added 0.28%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
8,355
shares
|
$381,907
0.02% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Inspirion Wealth Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
8,215
shares
|
$375,507
0.06% of portfolio
|
Q1 2024
Reduced 5.77%
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
8,168
shares
|
$373,359
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
7,966
shares
|
$364,125
0.04% of portfolio
|
Q1 2024
Reduced 66.45%
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Apr 30, 2024 Q1 2024 |
7,612
shares
|
$347,944
0.1% of portfolio
|
Q4 2023
Added 8.74%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,362
shares
|
$336,517
0.01% of portfolio
|
Q4 2021
New holding
|
|
Columbia Advisory Partners LLC
|
Apr 12, 2024 Q1 2024 |
7,280
shares
|
$332,768
0.35% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
Nbt Bank N A
|
Apr 24, 2024 Q1 2024 |
7,237
shares
|
$330,803
0.02% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
Insight Advisors, LLC
Newtown, PA |
May 06, 2024 Q1 2024 |
7,193
shares
|
$328,792
0.1% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
7,168
shares
|
$327,649
0.02% of portfolio
|
Q4 2023
Reduced 41.77%
|
|
Gray Wealth Management Inc.
Bangor, ME |
May 02, 2024 Q1 2024 |
7,067
shares
|
$323,032
0.15% of portfolio
|
Q1 2024
Added 0.24%
|