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 352 institutions that hold shares in the stock, with a total of 39.2 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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
9,838
shares
|
$452,252
0.03% of portfolio
|
Q3 2025
Added 105.04%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
9,729
shares
|
$447,242
0.01% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
9,602
shares
|
$441,403
0.01% of portfolio
|
Q3 2025
Added 62.58%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
9,557
shares
|
$439,335
0.13% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
9,544
shares
|
$438,737
0.32% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
9,450
shares
|
$434,416
0.2% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
9,429
shares
|
$433,451
0.08% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
9,408
shares
|
$432,485
0.01% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
9,393
shares
|
$431,796
0.03% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
9,240
shares
|
$424,762
0.01% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
9,191
shares
|
$422,510
0.04% of portfolio
|
Q1 2022
Added 77.06%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
8,989
shares
|
$413,224
0.11% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
8,689
shares
|
$399,433
0.08% of portfolio
|
Q4 2025
Reduced 10.37%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
8,668
shares
|
$398,467
0.03% of portfolio
|
Q1 2025
Reduced 65.46%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
8,455
shares
|
$388,676
0.07% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
8,421
shares
|
$387,113
0.05% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
8,242
shares
|
$378,884
0.31% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
8,151
shares
|
$374,701
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
8,124
shares
|
$373,460
0.03% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
7,833
shares
|
$360,083
0.14% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
7,643
shares
|
$351,348
0.06% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,627
shares
|
$350,613
0.12% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,612
shares
|
$349,923
0.08% of portfolio
|
Q4 2023
Added 8.74%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
7,360
shares
|
$338,339
0.0% of portfolio
|
Q3 2025
Reduced 34.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,186
shares
|
$330,340
0.01% of portfolio
|
Q3 2025
Added 4.52%
|
|