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 361 institutions that hold shares in the stock, with a total of 39.1 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
330,667
shares
|
$15.2 Million
3.77% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
329,623
shares
|
$15.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
306,300
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2025
Added 410.5%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
300,170
shares
|
$13.8 Million
4.4% of portfolio
|
Q2 2025
Added 134.37%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
296,600
shares
|
$13.7 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
290,274
shares
|
$13.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
284,210
shares
|
$13.1 Million
0.07% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
266,771
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
219,239
shares
|
$10.1 Million
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
190,164
shares
|
$8.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
187,123
shares
|
$8.62 Million
0.05% of portfolio
|
Q2 2025
Added 73.11%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
183,035
shares
|
$8.43 Million
7.04% of portfolio
|
Q2 2025
Added 35.24%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
173,005
shares
|
$7.97 Million
0.8% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
171,723
shares
|
$7.91 Million
0.47% of portfolio
|
Q4 2024
Added 25.19%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
171,019
shares
|
$7.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
165,377
shares
|
$7.62 Million
0.79% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
162,516
shares
|
$7.49 Million
2.19% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
156,236
shares
|
$7.2 Million
0.16% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
Cno Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
152,000
shares
|
$7 Million
4.31% of portfolio
|
Q1 2025
New holding
|
|
|
Little Harbor Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
151,105
shares
|
$6.96 Million
4.11% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
150,820
shares
|
$6.95 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
147,874
shares
|
$6.81 Million
1.02% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
143,470
shares
|
$6.61 Million
1.23% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
142,378
shares
|
$6.56 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
139,833
shares
|
$6.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.61%
|