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 |
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
30,954
shares
|
$1.42 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
29,911
shares
|
$1.37 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
28,594
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Added 42.27%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
27,524
shares
|
$1.27 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
25,762
shares
|
$1.18 Million
0.56% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
25,667
shares
|
$1.18 Million
1.1% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
24,975
shares
|
$1.15 Million
0.26% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
24,969
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
24,196
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
23,303
shares
|
$1.07 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
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%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
22,932
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
22,459
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 39.81%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
22,400
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,997
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 233.09%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
21,698
shares
|
$997,240
0.37% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
21,272
shares
|
$977,661
0.03% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
19,883
shares
|
$913,822
0.09% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
19,870
shares
|
$913,225
0.75% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
19,638
shares
|
$902,562
0.0% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19,633
shares
|
$902,332
0.03% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
19,370
shares
|
$890,245
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
18,498
shares
|
$850,168
0.02% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
18,472
shares
|
$848,973
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,449
shares
|
$847,916
0.31% of portfolio
|
Q2 2025
Reduced 0.87%
|