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 377 institutions that hold shares in the stock, with a total of 36.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
131,080
shares
|
$6.02 Million
0.69% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
127,594
shares
|
$5.86 Million
4.14% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
124,454
shares
|
$5.72 Million
0.14% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
118,286
shares
|
$5.44 Million
0.05% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
117,549
shares
|
$5.4 Million
0.03% of portfolio
|
Q4 2024
Added 27.86%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
116,185
shares
|
$5.34 Million
1.77% of portfolio
|
Q4 2024
Added 1744.21%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
114,051
shares
|
$5.24 Million
4.81% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
106,140
shares
|
$4.88 Million
2.68% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
103,245
shares
|
$4.74 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
101,679
shares
|
$4.67 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
100,798
shares
|
$4.63 Million
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
100,708
shares
|
$4.63 Million
1.78% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
100,006
shares
|
$4.6 Million
0.87% of portfolio
|
Q1 2024
Added 239.11%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
98,185
shares
|
$4.51 Million
1.18% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
94,732
shares
|
$4.35 Million
0.05% of portfolio
|
Q4 2024
Added 86.41%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
92,301
shares
|
$4.24 Million
0.33% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
86,508
shares
|
$3.98 Million
0.41% of portfolio
|
Q4 2024
Added 38.08%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
85,355
shares
|
$3.92 Million
0.02% of portfolio
|
Q4 2024
Added 33.76%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
85,239
shares
|
$3.92 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
85,000
shares
|
$3.91 Million
0.29% of portfolio
|
Q2 2024
Added 21.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
84,251
shares
|
$3.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
84,018
shares
|
$3.86 Million
2.36% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
81,738
shares
|
$3.76 Million
1.76% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
79,800
shares
|
$3.67 Million
2.76% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
79,691
shares
|
$3.66 Million
0.03% of portfolio
|
Q4 2024
Added 41.03%
|