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 |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
54,473
shares
|
$2.52 Million
0.3% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
54,420
shares
|
$2.52 Million
1.55% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
53,061
shares
|
$2.46 Million
0.15% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,846
shares
|
$2.45 Million
0.07% of portfolio
|
Q3 2024
Added 31.67%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
52,619
shares
|
$2.43 Million
0.12% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
51,414
shares
|
$2.38 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
50,820
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
49,969
shares
|
$2.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 46.87%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
49,827
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
49,003
shares
|
$2.27 Million
1.11% of portfolio
|
Q3 2024
Added 168.39%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
48,566
shares
|
$2.25 Million
0.32% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
47,470
shares
|
$2.2 Million
0.31% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
47,359
shares
|
$2.19 Million
0.82% of portfolio
|
Q3 2024
Reduced 59.34%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
46,537
shares
|
$2.15 Million
0.09% of portfolio
|
Q3 2022
Reduced 2.48%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
46,209
shares
|
$2.14 Million
0.4% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
45,667
shares
|
$2.11 Million
0.57% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
44,462
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
44,370
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
43,333
shares
|
$2.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
43,207
shares
|
$2 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
42,890
shares
|
$1.98 Million
1.63% of portfolio
|
Q3 2024
Added 43.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
42,784
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
42,142
shares
|
$1.95 Million
0.96% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
42,008
shares
|
$1.94 Million
1.04% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
41,659
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2024
Added 5.0%
|