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 353 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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
19,743
shares
|
$907,585
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
19,671
shares
|
$904,275
0.0% of portfolio
|
Q3 2025
Reduced 24.69%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
19,556
shares
|
$898,989
0.05% of portfolio
|
Q3 2025
Added 12.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
19,120
shares
|
$878,946
0.06% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
18,960
shares
|
$871,591
0.11% of portfolio
|
Q3 2025
Reduced 56.91%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
18,587
shares
|
$854,444
0.8% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,449
shares
|
$848,100
0.31% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
18,372
shares
|
$844,560
0.11% of portfolio
|
Q3 2025
Reduced 43.81%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,294
shares
|
$840,975
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
17,902
shares
|
$822,954
0.04% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
17,533
shares
|
$805,992
0.1% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
17,405
shares
|
$800,107
0.01% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
17,402
shares
|
$799,969
0.08% of portfolio
|
Q4 2025
Reduced 9.27%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
17,395
shares
|
$799,648
0.19% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,265
shares
|
$793,672
0.02% of portfolio
|
Q2 2025
Reduced 53.7%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
17,166
shares
|
$789,121
0.04% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
17,108
shares
|
$786,454
0.17% of portfolio
|
Q3 2025
Added 23.5%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
16,313
shares
|
$749,908
0.26% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
15,963
shares
|
$733,819
0.03% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
15,559
shares
|
$715,247
0.0% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,362
shares
|
$706,191
0.01% of portfolio
|
Q2 2024
Added 154.17%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
15,334
shares
|
$704,903
0.08% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
15,122
shares
|
$695,158
0.58% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
14,387
shares
|
$661,370
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
13,459
shares
|
$618,710
0.1% of portfolio
|
Q3 2025
Reduced 6.61%
|
|