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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
5,696
shares
|
$263,553
0.05% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,691
shares
|
$263,322
0.02% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
5,686
shares
|
$263,091
0.12% of portfolio
|
Q3 2024
Reduced 95.47%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
5,646
shares
|
$261,240
0.0% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,594
shares
|
$258,834
0.01% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,341
shares
|
$247,128
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
5,329
shares
|
$246,572
0.1% of portfolio
|
Q1 2024
Reduced 42.08%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,275
shares
|
$244,074
0.02% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
5,192
shares
|
$240,233
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
5,167
shares
|
$239,077
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,058
shares
|
$234,033
0.03% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
5,024
shares
|
$232,460
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,948
shares
|
$228,943
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
4,947
shares
|
$228,897
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
4,908
shares
|
$227,093
0.08% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
4,899
shares
|
$226,676
0.14% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,892
shares
|
$226,352
0.01% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
4,841
shares
|
$223,993
0.16% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,742
shares
|
$219,412
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,657
shares
|
$215,479
0.09% of portfolio
|
Q3 2023
Reduced 56.17%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
4,601
shares
|
$212,888
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
4,533
shares
|
$209,741
0.06% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
4,533
shares
|
$209,741
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
4,394
shares
|
$203,310
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
4,392
shares
|
$203,217
0.0% of portfolio
|
Q4 2024
Reduced 71.91%
|