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 365 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
329,623
shares
|
$15.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
296,600
shares
|
$13.6 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
290,274
shares
|
$13.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
273,160
shares
|
$12.6 Million
0.08% of portfolio
|
Q1 2025
Added 40.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
266,771
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
241,789
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
219,136
shares
|
$10.1 Million
0.12% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
190,164
shares
|
$8.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
183,035
shares
|
$8.41 Million
7.04% of portfolio
|
Q2 2025
Added 35.24%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
173,005
shares
|
$7.95 Million
0.8% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
171,019
shares
|
$7.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
165,377
shares
|
$7.6 Million
0.79% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
156,236
shares
|
$7.18 Million
0.16% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
153,995
shares
|
$7.08 Million
2.17% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Cno Financial Group, Inc.
|
May 14, 2025 Q1 2025 |
152,000
shares
|
$6.99 Million
5.8% of portfolio
|
Q1 2025
New holding
|
|
|
Little Harbor Advisors, LLC
|
May 14, 2025 Q1 2025 |
151,105
shares
|
$6.94 Million
4.25% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
150,820
shares
|
$6.93 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
146,593
shares
|
$6.74 Million
0.02% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
143,470
shares
|
$6.59 Million
1.23% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
142,496
shares
|
$6.55 Million
1.11% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
142,378
shares
|
$6.54 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
138,417
shares
|
$6.36 Million
1.38% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
138,403
shares
|
$6.36 Million
2.3% of portfolio
|
Q2 2025
Added 14.45%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
137,210
shares
|
$6.31 Million
0.04% of portfolio
|
Q2 2025
Added 7.77%
|