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 367 institutions that hold shares in the stock, with a total of 36.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
162
shares
|
$7,495
0.0% of portfolio
|
Q2 2024
Added 47.27%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
156
shares
|
$7,218
0.0% of portfolio
|
Q2 2024
Added 7.59%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
141
shares
|
$6,524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
123
shares
|
$5,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
117
shares
|
$5,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
113
shares
|
$5,228
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
100
shares
|
$4,627
0.0% of portfolio
|
Q2 2023
Reduced 2.91%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
96
shares
|
$4,441
0.0% of portfolio
|
Q3 2020
Reduced 52.48%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
70
shares
|
$3,238
0.0% of portfolio
|
Q1 2024
Reduced 38.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
57
shares
|
$2,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
48
shares
|
$2,220
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
39
shares
|
$1,804
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
18
shares
|
$832
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
16
shares
|
$740
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
12
shares
|
$555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3
shares
|
$138
0.02% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q1 2023
Reduced 93.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|