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 |
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
18,351
shares
|
$843,411
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,294
shares
|
$840,792
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
17,974
shares
|
$826,085
0.12% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
17,700
shares
|
$813,492
0.11% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
17,532
shares
|
$805,770
0.12% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,265
shares
|
$793,499
0.02% of portfolio
|
Q2 2025
Reduced 53.7%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
17,205
shares
|
$790,741
0.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
17,073
shares
|
$784,675
0.07% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
16,907
shares
|
$777,045
0.78% of portfolio
|
Q2 2025
Reduced 31.24%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
16,810
shares
|
$772,587
0.2% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
16,663
shares
|
$765,831
0.0% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
16,330
shares
|
$750,526
0.04% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
16,313
shares
|
$749,745
0.26% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
16,233
shares
|
$746,068
0.01% of portfolio
|
Q1 2025
Added 28.34%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
15,682
shares
|
$720,744
0.05% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
15,655
shares
|
$719,503
0.13% of portfolio
|
Q1 2025
Added 48.01%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,362
shares
|
$706,037
0.01% of portfolio
|
Q2 2024
Added 154.17%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
14,941
shares
|
$686,688
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
14,738
shares
|
$677,358
0.01% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
14,724
shares
|
$676,715
0.0% of portfolio
|
Q1 2025
Reduced 71.55%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
14,679
shares
|
$674,646
0.26% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
14,485
shares
|
$665,730
0.27% of portfolio
|
Q2 2025
Reduced 33.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
14,479
shares
|
$665,454
0.02% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,411
shares
|
$662,329
0.12% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
14,288
shares
|
$656,676
0.02% of portfolio
|
Q2 2025
Added 421.65%
|