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 358 institutions that hold shares in the stock, with a total of 39.3 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,562,450
shares
|
$210 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,037,185
shares
|
$93.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,952,241
shares
|
$89.7 Million
0.02% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,822,232
shares
|
$83.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,563,161
shares
|
$71.9 Million
0.02% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,525,627
shares
|
$70.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
1,153,692
shares
|
$53 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
1,134,920
shares
|
$52.2 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
955,957
shares
|
$43.9 Million
0.06% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
783,248
shares
|
$36 Million
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
758,344
shares
|
$34.9 Million
4.77% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
678,209
shares
|
$31.2 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
655,855
shares
|
$30.1 Million
0.13% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
620,563
shares
|
$28.5 Million
0.01% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
594,722
shares
|
$27.3 Million
0.04% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
593,133
shares
|
$27.3 Million
4.41% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
570,196
shares
|
$26.2 Million
1.79% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
516,243
shares
|
$23.7 Million
9.44% of portfolio
|
Q3 2025
Added 13.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
475,895
shares
|
$21.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
450,223
shares
|
$20.7 Million
1.73% of portfolio
|
Q4 2023
Added 4.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
431,917
shares
|
$19.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
410,767
shares
|
$18.9 Million
2.77% of portfolio
|
Q3 2025
Added 15.19%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
391,483
shares
|
$18 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
332,047
shares
|
$15.3 Million
0.04% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
329,012
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.59%
|
|