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 |
|---|---|---|---|---|---|
|
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 |
Jan 12, 2026 Q3 2025 |
48
shares
|
$2,206
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
46
shares
|
$2,114
0.0% of portfolio
|
Q3 2025
Reduced 99.11%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
16
shares
|
$735
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
12
shares
|
$551
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
4
shares
|
$183
0.0% of portfolio
|
Q3 2025
Reduced 98.19%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q1 2023
Reduced 93.33%
|
|