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 |
|---|---|---|---|---|---|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
2,173
shares
|
$99,892
0.28% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,128
shares
|
$97,824
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,071
shares
|
$95,203
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,064
shares
|
$94,882
0.07% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
2,041
shares
|
$93,824
0.06% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,561
shares
|
$71,759
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,318
shares
|
$60,588
0.07% of portfolio
|
Q3 2025
Reduced 53.39%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,209
shares
|
$55,577
0.02% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,050
shares
|
$48,268
0.0% of portfolio
|
Q1 2020
Reduced 62.03%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$45,970
0.01% of portfolio
|
Q1 2023
Reduced 86.97%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
986
shares
|
$45,326
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
882
shares
|
$40,545
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
858
shares
|
$39,442
0.0% of portfolio
|
Q4 2025
Reduced 21.86%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
773
shares
|
$35,534
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
714
shares
|
$32,822
0.0% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
700
shares
|
$32,179
0.0% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
630
shares
|
$28,961
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
600
shares
|
$27,582
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
545
shares
|
$25,053
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
545
shares
|
$25,053
0.0% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
515
shares
|
$23,674
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
468
shares
|
$21,513
0.0% of portfolio
|
Q3 2025
Reduced 95.25%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
404
shares
|
$18,571
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
361
shares
|
$16,595
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
346
shares
|
$15,905
0.01% of portfolio
|
Q3 2025
New holding
|
|