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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
79,250
shares
|
$3.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
79,094
shares
|
$3.63 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
78,691
shares
|
$3.62 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
76,904
shares
|
$3.53 Million
0.12% of portfolio
|
Q4 2024
Added 37.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
76,083
shares
|
$3.5 Million
0.01% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
75,685
shares
|
$3.48 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
75,360
shares
|
$3.46 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
74,068
shares
|
$3.4 Million
0.14% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
72,784
shares
|
$3.34 Million
1.78% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
72,660
shares
|
$3.34 Million
0.95% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
71,904
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
71,248
shares
|
$3.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 81.44%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
70,346
shares
|
$3.23 Million
1.57% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
70,333
shares
|
$3.23 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
66,314
shares
|
$3.05 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
63,966
shares
|
$2.94 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
63,529
shares
|
$2.92 Million
2.48% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
63,100
shares
|
$2.9 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
62,990
shares
|
$2.89 Million
0.01% of portfolio
|
Q4 2024
Added 155.71%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
60,742
shares
|
$2.79 Million
0.13% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
60,550
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
60,539
shares
|
$2.78 Million
1.18% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
59,459
shares
|
$2.73 Million
0.7% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
58,542
shares
|
$2.69 Million
0.31% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
58,287
shares
|
$2.68 Million
0.16% of portfolio
|
Q4 2024
Added 460.61%
|