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 |
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
14,288
shares
|
$658,105
0.02% of portfolio
|
Q2 2025
Added 421.65%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
13,853
shares
|
$638,069
0.16% of portfolio
|
Q2 2025
Added 89.43%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
13,489
shares
|
$621,303
0.1% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
13,400
shares
|
$617,204
0.01% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
13,360
shares
|
$615,361
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
13,300
shares
|
$612,598
0.04% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,145
shares
|
$605,458
0.02% of portfolio
|
Q2 2020
Reduced 10.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
12,863
shares
|
$592,469
0.02% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
12,752
shares
|
$587,357
0.28% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
12,383
shares
|
$570,360
0.33% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
12,025
shares
|
$553,871
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
11,724
shares
|
$540,007
0.05% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
11,661
shares
|
$537,105
0.0% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,524
shares
|
$530,795
0.32% of portfolio
|
Q2 2024
Reduced 64.75%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,305
shares
|
$520,708
0.06% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
11,205
shares
|
$516,102
0.0% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,168
shares
|
$514,398
0.05% of portfolio
|
Q4 2022
Reduced 23.02%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
10,787
shares
|
$496,849
0.02% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
10,548
shares
|
$485,840
0.05% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
10,497
shares
|
$483,491
0.02% of portfolio
|
Q2 2025
Added 32.71%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,478
shares
|
$482,616
0.02% of portfolio
|
Q2 2025
Reduced 17.61%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,314
shares
|
$475,062
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
10,185
shares
|
$469,121
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
10,163
shares
|
$468,107
0.01% of portfolio
|
Q2 2025
Reduced 17.85%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
10,143
shares
|
$467,186
0.19% of portfolio
|
Q1 2025
Reduced 0.01%
|