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 357 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
327
shares
|
$15,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
314
shares
|
$14,434
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
276
shares
|
$12,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
267
shares
|
$12,273
0.0% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
259
shares
|
$11,906
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
255
shares
|
$11,722
0.0% of portfolio
|
Q3 2025
Reduced 59.27%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
240
shares
|
$11,032
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
225
shares
|
$10,343
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
201
shares
|
$9,239
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
200
shares
|
$9,194
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
135
shares
|
$6,205
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
125
shares
|
$5,746
0.0% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
125
shares
|
$5,746
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
96
shares
|
$4,413
0.0% of portfolio
|
Q3 2020
Reduced 52.48%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
90
shares
|
$4,137
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
87
shares
|
$3,999
0.0% of portfolio
|
Q3 2025
Reduced 44.23%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
79
shares
|
$3,631
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
69
shares
|
$3,171
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
48
shares
|
$2,206
0.0% of portfolio
|
Q4 2024
Added 308.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
48
shares
|
$2,206
0.0% of portfolio
|
Q3 2017
New holding
|
|