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 356 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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
321,430
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
308,963
shares
|
$14.2 Million
4.2% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
308,419
shares
|
$14.2 Million
3.22% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
291,788
shares
|
$13.4 Million
0.07% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
288,984
shares
|
$13.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
238,456
shares
|
$11 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
231,800
shares
|
$10.7 Million
0.47% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
228,459
shares
|
$10.5 Million
0.1% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
218,779
shares
|
$10.1 Million
0.05% of portfolio
|
Q3 2025
Added 16.92%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
207,494
shares
|
$9.54 Million
0.9% of portfolio
|
Q3 2025
Added 25.47%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
187,564
shares
|
$8.62 Million
0.08% of portfolio
|
Q3 2025
Added 36.92%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
184,436
shares
|
$8.48 Million
7.02% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
182,263
shares
|
$8.38 Million
0.75% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
179,625
shares
|
$8.26 Million
0.01% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
172,645
shares
|
$7.94 Million
0.16% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
171,723
shares
|
$7.89 Million
0.47% of portfolio
|
Q4 2024
Added 25.19%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
161,562
shares
|
$7.43 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
159,088
shares
|
$7.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.34%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
154,050
shares
|
$7.08 Million
0.02% of portfolio
|
Q3 2025
Added 59.68%
|
|
|
Cno Financial Group, Inc.
|
Nov 13, 2025 Q3 2025 |
152,000
shares
|
$6.99 Million
4.63% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
150,888
shares
|
$6.94 Million
0.95% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
150,873
shares
|
$6.94 Million
0.04% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
149,458
shares
|
$6.87 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
149,169
shares
|
$6.86 Million
1.38% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
147,495
shares
|
$6.78 Million
0.45% of portfolio
|
Q3 2025
Added 11.62%
|
|