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 |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
5,150
shares
|
$236,745
0.05% of portfolio
|
Q4 2025
Reduced 4.13%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
5,103
shares
|
$234,584
0.07% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
4,899
shares
|
$225,207
0.14% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
4,887
shares
|
$224,655
0.07% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,661
shares
|
$214,266
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,657
shares
|
$214,082
0.09% of portfolio
|
Q3 2023
Reduced 56.17%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
4,601
shares
|
$211,507
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
4,483
shares
|
$206,083
0.13% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
4,477
shares
|
$205,807
0.18% of portfolio
|
Q3 2025
Reduced 15.16%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
4,477
shares
|
$205,807
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,444
shares
|
$204,290
0.0% of portfolio
|
Q3 2025
Added 20.53%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
4,380
shares
|
$201,348
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,827
shares
|
$175,927
0.01% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
3,421
shares
|
$157,263
0.05% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
3,270
shares
|
$150,321
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
3,261
shares
|
$149,908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,023
shares
|
$138,967
0.0% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,980
shares
|
$136,990
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,784
shares
|
$127,980
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,700
shares
|
$124,119
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
2,696
shares
|
$123,935
0.05% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,637
shares
|
$121,222
0.01% of portfolio
|
Q3 2025
Reduced 67.76%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,600
shares
|
$119,522
0.02% of portfolio
|
Q2 2025
Reduced 84.81%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,339
shares
|
$107,523
0.0% of portfolio
|
Q3 2025
Reduced 28.05%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,267
shares
|
$104,213
0.01% of portfolio
|
Q3 2025
Reduced 43.72%
|
|