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 |
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
44,095
shares
|
$2.03 Million
0.23% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
44,005
shares
|
$2.02 Million
0.28% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
43,902
shares
|
$2.02 Million
0.03% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
43,592
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
42,990
shares
|
$1.98 Million
1.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
42,390
shares
|
$1.95 Million
0.15% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
42,073
shares
|
$1.93 Million
0.27% of portfolio
|
Q1 2025
Reduced 33.32%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
41,710
shares
|
$1.92 Million
0.88% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
40,221
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
39,842
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
38,714
shares
|
$1.78 Million
0.8% of portfolio
|
Q1 2025
Reduced 36.05%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
37,558
shares
|
$1.73 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,031
shares
|
$1.7 Million
0.2% of portfolio
|
Q4 2023
Added 10.38%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
36,840
shares
|
$1.69 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
35,974
shares
|
$1.65 Million
1.39% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
35,870
shares
|
$1.65 Million
1.37% of portfolio
|
Q2 2025
Reduced 29.22%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
35,870
shares
|
$1.65 Million
1.37% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
34,096
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
33,432
shares
|
$1.54 Million
0.03% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
32,699
shares
|
$1.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
32,194
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
31,872
shares
|
$1.46 Million
0.67% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
31,656
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 25.65%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,439
shares
|
$1.44 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
31,003
shares
|
$1.42 Million
0.55% of portfolio
|
Q2 2025
Added 7.47%
|