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 |
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,849
shares
|
$636,500
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
13,400
shares
|
$615,864
0.01% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
13,239
shares
|
$608,464
0.0% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
13,229
shares
|
$608,004
0.04% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
13,188
shares
|
$606,120
0.01% of portfolio
|
Q1 2025
Reduced 88.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,145
shares
|
$604,144
0.02% of portfolio
|
Q2 2020
Reduced 10.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
12,863
shares
|
$591,183
0.02% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
12,752
shares
|
$586,081
0.28% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
12,431
shares
|
$571,328
0.35% of portfolio
|
Q1 2025
Added 30.58%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
12,383
shares
|
$569,122
0.33% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,372
shares
|
$568,617
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
12,020
shares
|
$552,439
0.4% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
11,705
shares
|
$537,961
0.06% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,524
shares
|
$529,643
0.32% of portfolio
|
Q2 2024
Reduced 64.75%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,305
shares
|
$519,577
0.06% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
11,205
shares
|
$514,981
0.0% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,168
shares
|
$513,281
0.05% of portfolio
|
Q4 2022
Reduced 23.02%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
10,787
shares
|
$495,770
0.02% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
10,548
shares
|
$484,786
0.05% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
10,497
shares
|
$482,442
0.02% of portfolio
|
Q2 2025
Added 32.71%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,478
shares
|
$481,568
0.02% of portfolio
|
Q2 2025
Reduced 17.61%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,314
shares
|
$474,031
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
10,185
shares
|
$468,102
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
10,143
shares
|
$466,172
0.19% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,104
shares
|
$464,379
0.02% of portfolio
|
Q1 2025
Added 5.9%
|