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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
18,637
shares
|
$845,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
18,610
shares
|
$844,335
0.34% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
18,470
shares
|
$837,983
0.07% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
18,397
shares
|
$834,671
0.11% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,294
shares
|
$829,998
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
17,663
shares
|
$801,370
0.26% of portfolio
|
Q4 2024
Added 128.59%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
17,531
shares
|
$795,381
0.12% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
17,155
shares
|
$778,322
0.05% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
17,121
shares
|
$776,779
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
16,552
shares
|
$750,964
0.35% of portfolio
|
Q4 2024
Reduced 26.96%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
16,489
shares
|
$748,105
0.12% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
16,365
shares
|
$742,480
0.09% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
16,281
shares
|
$738,668
0.08% of portfolio
|
Q4 2024
Added 14.56%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
15,781
shares
|
$715,983
0.27% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
15,528
shares
|
$704,505
0.02% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
15,417
shares
|
$699,469
0.05% of portfolio
|
Q4 2024
Reduced 72.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,362
shares
|
$696,973
0.01% of portfolio
|
Q2 2024
Added 154.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
15,025
shares
|
$681,684
0.01% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
14,963
shares
|
$678,871
0.15% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
14,800
shares
|
$671,476
0.04% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
14,599
shares
|
$662,356
0.0% of portfolio
|
Q4 2024
Reduced 23.82%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
13,783
shares
|
$625,334
0.05% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
13,312
shares
|
$603,965
0.14% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
13,275
shares
|
$602,286
0.05% of portfolio
|
Q4 2024
Added 152.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,145
shares
|
$596,388
0.02% of portfolio
|
Q2 2020
Reduced 10.24%
|