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Get Institutions for : 
First Trust Senior Loan Fund (FTSL)  
$45.93 0.02 (0.04%) as of 4:30 Wed 5/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 306    0
Total shares held : 
 35,535,438  
% of shares held : 
 6.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 2,810,425  
% of shares held change : 
   0.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $45.68  
Last Quarter's Ending Price : 
 $46.07  
Last Quarter's Average Price : 
 $45.80  
Change from last quarter's     
avg. price to the last closing  : 
0.13 (0.28%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 721,087
 2.03%
 
Increased Positions :
116
 5,381,519
 15.14%
 
Unchanged Positions :
45
 416,520
 1.17%
 
Decreased Positions :
127
-2,626,562
-7.39%
 
Closed Positions :
18
-665,619
-1.87%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Kovitz Investment Group Partners LLC 55 *New 2024-03-31 478,575 $22,115,000 478,575
   WARREN AVERETT ASSET MANAGEMENT, LLC 287 *New 2024-03-31 36,475 $1,685,000 36,475
   HARTLINE INVESTMENT CORP/ 82 *New 2024-03-31 32,988 $1,524,000 32,988
   Eudaimonia Partners LLC 65 *New 2024-03-31 31,439 $1,453,000 31,439
   Imprint Wealth LLC 78 *New 2024-03-31 27,524 $1,271,000 27,524
   HILTON CAPITAL MANAGEMENT, LLC 124 *New 2024-03-31 26,720 $1,235,000 26,720
   EUDAIMONIA ADVISORS LLC 66 *New 2024-03-31 18,294 $845,000 18,294
   Wealthfront Advisers LLC 774 *New 2024-03-31 8,168 $377,000 8,168
   JT Stratford LLC 222 *New 2024-03-31 6,654 $307,000 6,654
   IWAMOTO KONG & CO INC 147 *New 2024-03-31 5,300 $245,000 5,300
   WILLNER & HELLER LLC 117 *New 2023-12-31 5,261 $242,000 5,261
   HRT FINANCIAL LLC 1577 *New 2024-03-31 5,126 $236,000 5,126
   Perigon Wealth Management LLC 766 *New 2024-03-31 4,904 $227,000 4,904
   LWS Wealth Advisors Inc. 65 *New 2023-12-31 4,601 $212,000 4,601
   FLC Capital Advisors 159 *New 2024-03-31 4,480 $207,000 4,480
   LVZ Advisors Inc. 135 *New 2024-03-31 4,338 $200,000 4,338
   LFA - Lugano Financial Advisors SA 82 *New 2024-03-31 3,270 $151,000 3,270
   Gilliland Jeter Wealth Management LLC 279 *New 2024-03-31 1,225 $57,000 1,225
   Key Financial Inc 448 *New 2024-03-31 1,000 $46,000 1,000
   WASHINGTON TRUST CO 543 *New 2024-03-31 522 $24,000 522
   FinTrust Capital Advisors LLC 762 *New 2024-03-31 314 $15,000 314
   JONES FINANCIAL COMPANIES LLLP 1157 *New 2024-03-31 104 $5,000 104
   TORONTO DOMINION BANK 973 *New 2024-03-31 20 $1,000 20
   Cape Investment Advisory Inc. 1184 *New 2023-12-31 5 $0 5
  24 Records found
  1    
  Page 1 of 1
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