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 357 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 |
|---|---|---|---|---|---|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
58,386
shares
|
$2.68 Million
1.42% of portfolio
|
Q3 2025
Added 25.89%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
57,143
shares
|
$2.63 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
55,806
shares
|
$2.57 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
55,469
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2025
Added 263.9%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
55,148
shares
|
$2.54 Million
4.05% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
54,176
shares
|
$2.49 Million
0.02% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
53,583
shares
|
$2.46 Million
1.63% of portfolio
|
Q3 2025
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
53,074
shares
|
$2.44 Million
2.11% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
51,881
shares
|
$2.38 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
51,356
shares
|
$2.36 Million
0.8% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
50,910
shares
|
$2.34 Million
1.32% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
50,058
shares
|
$2.3 Million
0.43% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
49,886
shares
|
$2.29 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
48,675
shares
|
$2.24 Million
0.12% of portfolio
|
Q3 2025
Added 104.0%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
48,573
shares
|
$2.23 Million
1.79% of portfolio
|
Q3 2025
Added 48.22%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
46,537
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2022
Reduced 2.48%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
44,616
shares
|
$2.05 Million
0.13% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
44,136
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
43,776
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 44.58%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
43,382
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.19%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
42,973
shares
|
$1.98 Million
0.82% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
42,575
shares
|
$1.96 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
42,178
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
41,033
shares
|
$1.89 Million
1.34% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
40,765
shares
|
$1.87 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.95%
|
|