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Get Institutions for : 
First Trust Senior Loan Fund (FTSL)  
$46.03 0.04 (0.09%) as of 4:30 Fri 4/26


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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  : 
0.23 (0.5%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 870 - 2023-12-31 3,552,033 $163,642,000 -416,356
   BANK OF AMERICA CORP /DE/ 651 - 2023-12-31 3,379,065 $155,674,000 1,289,343
   LPL FINANCIAL CORP 264 - 2023-12-31 2,307,407 $106,302,000 675,121
   CONSULTIVA WEALTH MANAGEMENT CORP. 6 *New 2023-09-30 2,173 $99,393,000 2,173
   ROYAL BANK OF CANADA 485 - 2023-12-31 2,122,058 $97,762,000 -413,433
   JANE STREET GROUP LLC 198 - 2023-12-31 1,400,069 $64,501,000 1,383,856
   UBS Group AG 575 - 2023-12-31 1,374,490 $63,323,000 29,552
   WELLS FARGO & CO/MN 640 - 2023-12-31 1,205,951 $55,558,000 -252,896
   One Capital Management LLC 8 - 2023-12-31 1,095,327 $50,462,000 113,857
   Flaharty Asset Management LLC 4 - 2023-12-31 782,856 $36,066,000 2,158
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 342 - 2024-03-31 753,742 $34,830,000 -167,523
   Advisor Group Holdings Inc. 313 - 2023-12-31 709,729 $32,699,000 -207,547
   FIRST TRUST ADVISORS LP 582 - 2023-12-31 668,282 $30,783,000 608
   WELCH & FORBES LLC 66 - 2023-12-31 564,207 $25,993,000 -10,947
   RAYMOND JAMES & ASSOCIATES 708 - 2024-03-31 501,176 $23,159,000 18,725
   RENAISSANCE TECHNOLOGIES LLC 561 - 2023-12-31 499,900 $23,030,000 325,756
   ENVESTNET ASSET MANAGEMENT INC 957 - 2023-12-31 499,123 $22,995,000 154,115
   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
   Virtue Capital Management LLC 4 - 2023-12-31 402,891 $18,571,000 47,341
   STIFEL FINANCIAL CORP 568 - 2023-12-31 380,714 $17,539,000 -73,665
   Kestra Advisory Services LLC 160 - 2023-12-31 347,996 $16,032,000 11,132
   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
   COMMONWEALTH EQUITY SERVICES LLC. 596 - 2023-12-31 292,539 $13,477,000 -29,876
   BB&T CORP 573 - 2023-12-31 235,990 $10,872,000 40,629
   Global Assets Advisory LLC 48 - 2024-03-31 476,116 $10,310,000 465,806
   HIKARI TSUSHIN, INC. 18 *New 2023-12-31 207,291 $9,550,000 207,291
   Tower Wealth Partners Inc. 9 - 2024-03-31 197,725 $9,137,000 5,819
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 505 - 2024-03-31 188,331 $8,703,000 -52,193
   Cherry Creek Investment Advisors Inc. 7 - 2024-03-31 183,863 $8,496,000 5,415
   Goss Wealth Management LLC 237 - 2023-12-31 179,526 $8,242,000 11,302
   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
   JANNEY MONTGOMERY SCOTT LLC 611 - 2023-12-31 154,332 $7,110,000 -16,447
   AXXCESS WEALTH MANAGEMENT LLC 96 - 2023-12-31 153,025 $7,050,000 12,203
   FINANCIAL NETWORK 448 - 2023-12-31 149,259 $6,876,000 -438
   EMPIRICAL FINANCIAL SERVICES, LLC 87 - 2023-12-31 146,358 $6,743,000 -1,382
   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
   Little Harbor Advisors LLC 5 - 2023-12-31 135,202 $6,228,000 0
   LAKE STREET FINANCIAL LLC 25 - 2024-03-31 133,265 $6,158,000 6,413
   Sowell Financial Services LLC - 2023-12-31 132,633 $6,110,000 2,038
   PROSPERA FINANCIAL SERVICES 118 - 2023-12-31 129,372 $5,960,000 67,057
   Lokken Investment Group LLC 6 - 2023-12-31 128,800 $5,934,000 2,410
   RiverTree Advisors LLC 11 - 2024-03-31 127,153 $5,876,000 -470
   Coppell Advisory Solutions LLC 16 - 2023-12-31 126,236 $5,816,000 117,633
   Accel Wealth Management 4 - 2024-03-31 122,477 $5,660,000 70
   Baird Financial Group Inc. 640 - 2023-12-31 118,770 $5,472,000 -1,091
   RPg Family Wealth Advisory LLC - 2023-12-31 117,875 $5,431,000 -7,630
   Midwest Heritage Bank FSB 10 - 2024-03-31 115,951 $5,358,000 18,315
   Clear Creek Financial Management LLC 32 - 2024-03-31 115,393 $5,332,000 54,934
   HIGHTOWER ADVISORS, LLC 962 - 2023-12-31 107,194 $4,942,000 -25,121
   Asset Allocation Strategies LLC 19 - 2023-12-31 106,820 $4,921,000 -8,160
   Steward Partners Investment Advisory LLC 295 - 2023-12-31 104,089 $4,795,000 4,309
   Private Advisor Group LLC 458 - 2023-12-31 100,284 $4,620,000 902
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 697 - 2024-03-31 94,807 $4,381,000 401
   MARINER WEALTH ADVISORS, LLC 750 - 2023-12-31 90,601 $4,174,000 28,477
   MML INVESTORS SERVICES LLC 681 - 2023-12-31 90,515 $4,170,000 9,520
   J.W. COLE ADVISORS INC. 104 - 2023-12-31 82,939 $3,821,000 -254
   TrueWealth Advisors LLC 13 - 2024-03-31 82,496 $3,812,000 68,064
   U.S. Capital Wealth Advisors LLC 144 - 2023-12-31 82,601 $3,805,000 20,585
   Adams Wealth Management 20 - 2023-12-31 82,469 $3,799,000 17,236
   MULTIFINANCIAL SECURITIES CORP 345 - 2023-12-31 80,939 $3,729,000 -25,943
   Gladstone Institutional Advisory LLC 127 - 2023-12-31 80,809 $3,723,000 20,826
   HARBOUR INVESTMENTS INC. 125 - 2023-12-31 80,705 $3,718,000 -50,340
   AMERIPRISE FINANCIAL INC 2498 - 2023-12-31 77,654 $3,578,000 607
   Geneos Wealth Management Inc. - 2023-12-31 77,529 $3,572,000 -27,803
   Integrated Advisors Network LLC 143 - 2023-12-31 77,091 $3,552,000 -18,444
   SageView Advisory Group LLC 67 - 2023-12-31 76,983 $3,534,000 -428
   H D Vest Advisory Services 351 - 2023-12-31 75,493 $3,478,000 26,692
   Colorado Capital Management Inc. 17 - 2024-03-31 74,898 $3,461,000 -8,682
   ASPEN INVESTMENT MANAGEMENT INC 10 - 2024-03-31 74,730 $3,453,000 -13,244
   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
   COMERICA BANK 908 - 2023-12-31 71,705 $3,303,000 5,080
   Integrity Financial Corp /WA 11 - 2023-12-31 70,829 $3,263,000 -1,772
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 79 *New 2023-12-31 70,000 $3,225,000 70,000
   Rockefeller Capital Management L.P. 770 - 2023-12-31 67,511 $3,110,000 -5,820
   Kovack Advisors Inc. 54 - 2024-03-31 66,760 $3,085,000 9,860
   PRUDENTIAL CORP PLC 331 - 2023-12-31 66,200 $3,050,000 -2,000
   Paradigm Financial Partners LLC 44 - 2023-12-31 64,752 $2,983,000 -996
   Philip James Wealth Mangement LLC 12 - 2023-12-31 62,798 $2,893,000 0
   AE Wealth Management LLC 775 - 2023-12-31 62,520 $2,868,000 10,474
   McNaughton Wealth Management LLC 18 - 2024-03-31 61,624 $2,848,000 2,872
   American Financial Advisors LLC 34 - 2024-03-31 61,597 $2,846,000 -1,259
   Cetera Investment Advisers 644 - 2023-12-31 61,645 $2,840,000 2,700
   Wagner Wealth Management LLC 24 - 2024-03-31 59,644 $2,756,000 -1,044,229
   DAVENPORT & CO LLC - 2023-12-31 58,754 $2,707,000 12,296
   Apollon Wealth Management LLC 201 - 2023-12-31 57,539 $2,651,000 7,345
   Oder Investment Management LLC 10 - 2023-12-31 57,046 $2,628,000 1,671
   Financial Enhancement Group LLC 58 - 2024-03-31 56,100 $2,591,000 -11,174
   FIRST HEARTLAND CONSULTANTS INC 78 - 2023-12-31 54,171 $2,496,000 -1,809
   Western Wealth Management LLC 123 - 2023-12-31 53,923 $2,484,000 4,281
   Blackhawk Capital Partners LLC. 24 - 2023-12-31 52,984 $2,441,000 105
   Concurrent Investment Advisors LLC 198 - 2023-12-31 51,645 $2,379,000 0
   FIDUCIARY TRUST CO 226 *New 2023-12-31 51,358 $2,366,000 51,358
   DHK Financial Advisors Inc. 16 - 2023-12-31 51,158 $2,357,000 985
   SIGNATURE SECURITIES GROUP CORPORATION 40 - 2024-03-31 50,808 $2,348,000 -11,130
   NATIONAL ASSET MANAGEMENT, INC. 320 - 2023-12-31 50,833 $2,342,000 -2,140
  100 Records found
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