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 |
|---|---|---|---|---|---|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
29,037
shares
|
$1.33 Million
0.47% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
28,215
shares
|
$1.3 Million
0.57% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
26,355
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2025
Reduced 29.71%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
26,284
shares
|
$1.21 Million
0.37% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
25,772
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2025
Added 50.95%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
24,750
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 28.01%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
24,531
shares
|
$1.13 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
24,397
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
24,351
shares
|
$1.12 Million
0.24% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
24,249
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Added 23.51%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
23,611
shares
|
$1.09 Million
1.4% of portfolio
|
Q4 2025
Reduced 6.88%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
23,212
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
23,204
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
23,144
shares
|
$1.06 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
22,977
shares
|
$1.06 Million
0.15% of portfolio
|
Q1 2023
Added 54.76%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
22,717
shares
|
$1.04 Million
0.51% of portfolio
|
Q3 2025
Added 26.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,879
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
21,698
shares
|
$997,457
0.37% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
21,436
shares
|
$985,412
0.02% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
20,582
shares
|
$946,154
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
20,261
shares
|
$931,398
0.06% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
20,253
shares
|
$931,030
0.04% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
20,215
shares
|
$929,283
0.06% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
19,938
shares
|
$916,549
0.02% of portfolio
|
Q3 2025
Reduced 67.72%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
19,870
shares
|
$913,423
0.75% of portfolio
|
Q2 2025
Added 12.18%
|
|