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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
40,634
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2025
Reduced 78.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
38,311
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
38,220
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
37,981
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
37,608
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
37,558
shares
|
$1.73 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
37,496
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2025
Added 16.47%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
37,477
shares
|
$1.72 Million
1.18% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
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%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
36,888
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
36,640
shares
|
$1.68 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
36,227
shares
|
$1.67 Million
0.33% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
36,112
shares
|
$1.66 Million
1.29% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
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%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
35,397
shares
|
$1.63 Million
0.8% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
35,218
shares
|
$1.62 Million
0.86% of portfolio
|
Q3 2025
Reduced 50.12%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
34,257
shares
|
$1.57 Million
0.66% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
34,065
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
33,822
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
33,610
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2025
Reduced 69.29%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
32,872
shares
|
$1.51 Million
0.22% of portfolio
|
Q3 2025
Added 120.01%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,439
shares
|
$1.45 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,527
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
30,146
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 65.34%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
29,539
shares
|
$1.36 Million
0.26% of portfolio
|
Q4 2025
Reduced 1.24%
|
|