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Get Institutions for : 
First Trust Senior Loan Fund (FTSL)  
$46.00 0.07 (0.15%) as of 4:30 Thu 5/30


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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  : 
0.20 (0.44%)  




 
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
   MORGAN STANLEY 770 - 2024-03-31 4,496,052 $207,763,000 944,019
   LPL FINANCIAL CORP 273 - 2024-03-31 2,512,166 $116,087,000 204,759
   One Capital Management LLC 7 - 2024-03-31 1,301,150 $60,126,000 205,823
   WELLS FARGO & CO/MN 657 - 2024-03-31 1,268,574 $58,621,000 62,623
   FIRST TRUST ADVISORS LP 522 - 2024-03-31 934,778 $43,209,000 266,496
   Advisor Group Holdings Inc. 271 - 2024-03-31 714,363 $33,012,000 4,634
   ENVESTNET ASSET MANAGEMENT INC 888 - 2024-03-31 655,019 $30,268,000 155,896
   WELCH & FORBES LLC 69 - 2024-03-31 604,916 $27,953,000 40,709
   RAYMOND JAMES & ASSOCIATES 708 - 2024-03-31 501,176 $23,159,000 18,725
   TL Private Wealth 4 - 2024-03-31 464,284 $21,482,000 21,097
   TELEMUS CAPITAL LLC 15 - 2023-12-31 450,223 $20,742,000 18,256
   STIFEL FINANCIAL CORP 556 - 2024-03-31 430,132 $19,876,000 49,418
   HIKARI TSUSHIN, INC. 11 - 2024-03-31 363,055 $16,777,000 155,764
   CWM LLC 224 - 2024-03-31 343,890 $15,891,000 56,388
   Cyndeo Wealth Partners LLC 11 - 2024-03-31 340,080 $15,715,000 8,653
   Cetera Investment Advisers 498 - 2024-03-31 323,042 $14,928,000 261,397
   BB&T CORP 542 - 2024-03-31 271,735 $12,557,000 35,745
   Tower Wealth Partners Inc. 9 - 2024-03-31 197,725 $9,137,000 5,819
   Goss Wealth Management LLC 244 - 2024-03-31 195,501 $9,034,000 15,975
   Cherry Creek Investment Advisors Inc. 7 - 2024-03-31 183,863 $8,496,000 5,415
   Presidio Capital Management LLC 7 - 2024-03-31 178,060 $8,228,000 22,273
   RFG Advisory Group LLC 68 - 2024-03-31 165,796 $7,661,000 12,075
   Nilsine Partners LLC 25 - 2024-03-31 145,187 $6,709,000 3,084
   Chicago Partners Investment Group LLC 82 - 2024-03-31 137,423 $6,327,000 8,818
   LAKE STREET FINANCIAL LLC 25 - 2024-03-31 133,265 $6,158,000 6,413
   PROSPERA FINANCIAL SERVICES 118 - 2023-12-31 129,372 $5,960,000 67,057
   MULTIFINANCIAL SECURITIES CORP 400 - 2024-03-31 128,029 $5,916,000 47,090
   Coppell Advisory Solutions LLC 16 - 2023-12-31 126,236 $5,816,000 117,633
   RPg Family Wealth Advisory LLC 24 - 2024-03-31 123,616 $5,712,000 5,741
   Accel Wealth Management 4 - 2024-03-31 122,477 $5,660,000 70
   Steward Partners Investment Advisory LLC 313 - 2024-03-31 120,201 $5,555,000 16,112
   Midwest Heritage Bank FSB 10 - 2024-03-31 115,951 $5,358,000 18,315
   U.S. Capital Wealth Advisors LLC 118 - 2024-03-31 115,786 $5,350,000 33,185
   Clear Creek Financial Management LLC 32 - 2024-03-31 115,393 $5,332,000 54,934
   Asset Allocation Strategies LLC 21 - 2024-03-31 110,343 $5,099,000 3,523
   MARINER WEALTH ADVISORS, LLC 761 - 2024-03-31 100,887 $4,662,000 10,286
   Coppell Advisory Solutions Corp. 27 - 2024-03-31 100,006 $4,621,000 70,515
   Adams Wealth Management 20 - 2024-03-31 97,887 $4,523,000 15,418
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 697 - 2024-03-31 94,807 $4,381,000 401
   TrueWealth Advisors LLC 13 - 2024-03-31 82,496 $3,812,000 68,064
   Integrity Financial Corp /WA 10 - 2024-03-31 78,109 $3,609,000 7,280
   Integrated Advisors Network LLC 149 - 2024-03-31 77,794 $3,595,000 703
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 84 - 2024-03-31 73,584 $3,400,000 4,694
   Aurora Private Wealth Inc. 5 - 2024-03-31 72,166 $3,333,000 8,115
   DAVENPORT & CO LLC 358 - 2024-03-31 69,449 $3,209,000 10,695
   Kovack Advisors Inc. 54 - 2024-03-31 66,760 $3,085,000 9,860
   Philip James Wealth Mangement LLC 13 - 2024-03-31 65,808 $3,041,000 3,010
   Concurrent Investment Advisors LLC 183 - 2024-03-31 62,528 $2,889,000 10,883
   McNaughton Wealth Management LLC 18 - 2024-03-31 61,624 $2,848,000 2,872
   Oder Investment Management LLC 11 - 2024-03-31 58,280 $2,693,000 1,234
   Atria Wealth Solutions Inc. 551 - 2024-03-31 55,385 $2,559,000 6,805
   FIRST HEARTLAND CONSULTANTS INC 96 - 2024-03-31 54,220 $2,506,000 49
   NATIONAL ASSET MANAGEMENT, INC. 293 - 2024-03-31 52,973 $2,423,000 2,140
   DHK Financial Advisors Inc. 15 - 2024-03-31 52,402 $2,422,000 1,244
   Resources Investment Advisors Inc. 294 - 2024-03-31 52,399 $2,421,000 2,465
   Kingsview Wealth Management LLC 302 - 2024-03-31 50,434 $2,331,000 1,417
   Harvest Investment Services LLC 32 - 2024-03-31 47,409 $2,191,000 10,283
   Private Portfolio Partners LLC 44 - 2024-03-31 45,779 $2,115,000 2,012
   Envestnet Portfolio Solutions Inc. 622 - 2024-03-31 45,294 $2,093,000 35,230
   J P MORGAN CHASE & CO 2981 - 2024-03-31 43,648 $2,017,000 8,553
   IFRAH FINANCIAL SERVICES INC 39 - 2024-03-31 43,275 $2,000,000 1,021
   EWG Elevate Inc. 44 - 2024-03-31 41,810 $1,932,000 2,142
   PROEQUITIES INC. 185 - 2024-03-31 38,566 $1,782,000 2,635
   PCG Wealth Advisors LLC 40 - 2024-03-31 37,570 $1,736,000 3,960
   PARK AVENUE SECURITIES LLC 452 - 2024-03-31 37,375 $1,727,000 7,067
   Strategic Financial Group LLC - 2023-12-31 37,031 $1,706,000 3,481
   Clear Point Advisors Inc. 14 - 2024-03-31 35,720 $1,651,000 485
   Moloney Securities Asset Management LLC 101 - 2024-03-31 34,901 $1,613,000 1,578
   Endowment Wealth Management Inc. 22 - 2024-03-31 34,229 $1,582,000 1,443
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 82 - 2024-03-31 32,988 $1,524,000 349
   WESPAC ADVISORS, LLC 32 - 2024-03-31 32,497 $1,502,000 469
   Snowden Capital Advisors LLC 390 - 2024-03-31 32,042 $1,481,000 8,668
   Capital Investment Advisory Services LLC 147 - 2024-03-31 32,003 $1,479,000 3,522
   Ameritas Advisory Services LLC 316 - 2024-03-31 28,618 $1,321,000 6,857
   ATRIA INVESTMENTS LLC 826 - 2024-03-31 28,349 $1,310,000 6,054
   Mattern Wealth Management LLC 77 - 2024-03-31 28,222 $1,304,000 814
   DAVIDSON D A & CO 661 - 2024-03-31 26,960 $1,246,000 3,480
   Coastwise Capital Group LLC 20 - 2024-03-31 26,762 $1,237,000 2,340
   QUANTITATIVE ADVANTAGE LLC 83 - 2023-03-31 22,977 $1,039,000 8,130
   Key Client Fiduciary Advisors LLC 42 - 2024-03-31 22,280 $1,030,000 1,268
   Retirement Group LLC 41 - 2024-03-31 21,698 $1,003,000 31
   BNP PARIBAS ARBITRAGE SA 1830 - 2024-03-31 19,748 $913,000 18,637
   L & S ADVISORS INC 163 - 2024-03-31 19,165 $886,000 596
   Moors & Cabot Inc. 346 - 2024-03-31 18,431 $852,000 4,021
   KMG FIDUCIARY PARTNERS LLC 153 - 2024-03-31 18,420 $851,000 65
   VALMARK ADVISERS INC 299 - 2024-03-31 17,465 $807,000 681
   Sigma Planning Corp 585 - 2024-03-31 16,743 $774,000 7,324
   Significant Wealth Partners LLC 58 - 2024-03-31 16,060 $742,000 7,228
   JAFFETILCHIN INVESTMENT PARTNERS LLC 168 - 2024-03-31 15,972 $738,000 64
   Equitable Holdings Inc. 692 - 2024-03-31 15,914 $735,000 113
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 775 - 2024-03-31 15,774 $729,000 15,004
   Strategic Blueprint LLC 334 - 2024-03-31 13,778 $637,000 795
   Cambridge Advisors Inc. 97 - 2024-03-31 13,764 $636,000 74
   WILEY BROS.-AINTREE CAPITAL LLC 229 - 2024-03-31 13,347 $617,000 13,347
   Fortress Wealth Group LLC 46 - 2024-03-31 12,873 $596,000 375
   TFG Advisers LLC 115 - 2024-03-31 12,370 $572,000 3,951
   Curtis Advisory Group LLC 59 - 2024-03-31 12,327 $570,000 833
   PRINCIPAL SECURITIES INC. 619 - 2024-03-31 12,042 $556,000 711
   Castleview Partners LLC 71 - 2024-03-31 12,010 $555,000 231
   RAYMOND JAMES TRUST CO 700 - 2024-03-31 11,479 $530,000 569
  100 Records found
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