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 372 institutions that hold shares in the stock, with a total of 36.3 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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
9,784
shares
|
$452,705
0.02% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
9,765
shares
|
$451,826
0.25% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
9,541
shares
|
$441,462
0.02% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
9,510
shares
|
$440,027
0.05% of portfolio
|
Q4 2024
Added 65.31%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
9,415
shares
|
$435,632
0.05% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,369
shares
|
$433,503
0.01% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
9,338
shares
|
$432,069
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
9,191
shares
|
$425,267
0.04% of portfolio
|
Q1 2022
Added 77.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
9,182
shares
|
$424,851
0.02% of portfolio
|
Q4 2024
Added 5674.84%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
8,960
shares
|
$414,579
0.04% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
8,871
shares
|
$410,461
0.37% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
8,848
shares
|
$409,396
0.27% of portfolio
|
Q4 2024
Reduced 26.33%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
8,810
shares
|
$407,638
0.07% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,689
shares
|
$402,040
0.0% of portfolio
|
Q4 2024
Added 125.1%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,568
shares
|
$396,441
0.16% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
8,409
shares
|
$389,084
0.03% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
8,400
shares
|
$388,668
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,375
shares
|
$387,511
0.01% of portfolio
|
Q4 2024
Reduced 27.86%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
8,137
shares
|
$376,498
0.03% of portfolio
|
Q4 2024
Reduced 97.61%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
7,877
shares
|
$364,468
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
7,833
shares
|
$362,432
0.14% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
7,807
shares
|
$361,229
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,748
shares
|
$358,499
0.02% of portfolio
|
Q4 2024
Added 53.43%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
7,681
shares
|
$355,399
0.07% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
7,621
shares
|
$352,623
0.02% of portfolio
|
Q4 2024
Added 13.09%
|