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 344 institutions that hold shares in the stock, with a total of 33.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
196
shares
|
$9,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
190
shares
|
$8,791
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
179
shares
|
$8,282
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
162
shares
|
$7,495
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
162
shares
|
$7,495
0.0% of portfolio
|
Q2 2024
Added 47.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
159
shares
|
$7,356
0.0% of portfolio
|
Q3 2024
Reduced 98.68%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
156
shares
|
$7,218
0.0% of portfolio
|
Q2 2024
Added 7.59%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
100
shares
|
$4,627
0.0% of portfolio
|
Q2 2023
Reduced 2.91%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
96
shares
|
$4,441
0.0% of portfolio
|
Q3 2020
Reduced 52.48%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
70
shares
|
$3,238
0.0% of portfolio
|
Q1 2024
Reduced 38.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
57
shares
|
$2,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
52
shares
|
$2,406
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
48
shares
|
$2,220
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Astor Investment Management LLC
|
Oct 24, 2024 Q3 2024 |
45
shares
|
$2,082
0.0% of portfolio
|
Q3 2024
Reduced 90.93%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
39
shares
|
$1,804
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
17
shares
|
$786
0.0% of portfolio
|
Q3 2024
Reduced 98.33%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
16
shares
|
$740
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
5
shares
|
$231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q1 2023
Reduced 93.33%
|