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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
41,423
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.1%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
40,724
shares
|
$1.85 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
40,690
shares
|
$1.85 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
40,599
shares
|
$1.84 Million
0.03% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
40,256
shares
|
$1.83 Million
0.92% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
39,904
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
39,200
shares
|
$1.78 Million
0.75% of portfolio
|
Q4 2024
Added 373.32%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
38,714
shares
|
$1.76 Million
0.8% of portfolio
|
Q1 2025
Reduced 36.05%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
38,485
shares
|
$1.75 Million
0.47% of portfolio
|
Q4 2024
Reduced 42.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
38,148
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
37,500
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,031
shares
|
$1.68 Million
0.2% of portfolio
|
Q4 2023
Added 10.38%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
36,840
shares
|
$1.67 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
36,013
shares
|
$1.63 Million
1.42% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
36,005
shares
|
$1.63 Million
1.25% of portfolio
|
Q4 2024
Added 20.72%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
35,607
shares
|
$1.62 Million
0.24% of portfolio
|
Q4 2024
Reduced 26.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
35,095
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
34,720
shares
|
$1.58 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
34,558
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
32,760
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.17%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
31,950
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Added 40.03%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
31,698
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2024
Added 39.3%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
31,609
shares
|
$1.43 Million
0.54% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,439
shares
|
$1.43 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
30,286
shares
|
$1.37 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.36%
|