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 |
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
136,986
shares
|
$6.3 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
135,934
shares
|
$6.25 Million
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
131,835
shares
|
$6.06 Million
3.75% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
128,074
shares
|
$5.89 Million
1.97% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
126,840
shares
|
$5.83 Million
2.69% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
120,269
shares
|
$5.53 Million
0.15% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
118,686
shares
|
$5.45 Million
4.61% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
115,095
shares
|
$5.29 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
115,081
shares
|
$5.29 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
108,096
shares
|
$4.97 Million
0.03% of portfolio
|
Q1 2025
Added 26.64%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
103,841
shares
|
$4.77 Million
0.16% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
100,810
shares
|
$4.63 Million
0.01% of portfolio
|
Q1 2025
Added 19.65%
|
|
|
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%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
97,783
shares
|
$4.49 Million
0.36% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
97,566
shares
|
$4.48 Million
0.01% of portfolio
|
Q1 2025
Added 35.69%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
97,320
shares
|
$4.47 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
95,393
shares
|
$4.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
94,007
shares
|
$4.32 Million
0.34% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
92,699
shares
|
$4.26 Million
2.01% of portfolio
|
Q2 2025
Added 31.91%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
91,893
shares
|
$4.22 Million
0.43% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
91,438
shares
|
$4.2 Million
0.13% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
89,282
shares
|
$4.1 Million
0.3% of portfolio
|
Q1 2025
Added 53.18%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
87,893
shares
|
$4.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
86,966
shares
|
$4 Million
0.06% of portfolio
|
Q2 2025
Added 106.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
86,017
shares
|
$3.95 Million
0.01% of portfolio
|
Q1 2025
Added 13.06%
|