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 374 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
7,612
shares
|
$345,356
0.08% of portfolio
|
Q4 2023
Added 8.74%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
7,390
shares
|
$335,284
0.02% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,362
shares
|
$334,013
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,277
shares
|
$330,157
0.32% of portfolio
|
Q4 2024
Added 15.93%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
7,238
shares
|
$328,388
0.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
7,194
shares
|
$326,391
0.06% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
7,157
shares
|
$324,713
0.03% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
7,117
shares
|
$322,898
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
7,000
shares
|
$317,590
0.01% of portfolio
|
Q2 2022
Reduced 12.5%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
6,712
shares
|
$304,523
0.16% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
6,604
shares
|
$299,623
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
6,602
shares
|
$299,532
0.0% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
6,591
shares
|
$299,033
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
6,335
shares
|
$287,418
0.01% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
6,288
shares
|
$285,286
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,244
shares
|
$283,290
0.06% of portfolio
|
Q1 2024
Reduced 49.4%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
6,150
shares
|
$279,025
0.03% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
6,067
shares
|
$275,259
0.03% of portfolio
|
Q1 2025
Reduced 68.91%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,031
shares
|
$273,626
0.02% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,976
shares
|
$271,131
0.0% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
5,807
shares
|
$263,463
0.21% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
5,787
shares
|
$262,556
0.16% of portfolio
|
Q4 2022
Added 1.63%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
5,696
shares
|
$258,427
0.05% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,691
shares
|
$258,200
0.02% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
5,686
shares
|
$257,973
0.12% of portfolio
|
Q3 2024
Reduced 95.47%
|