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Get Institutions for : 
First Trust Senior Loan Fund (FTSL)  
$46.27 0.03 (0.06%) as of 4:30 Mon 5/13


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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  : 
0.47 (1.03%)  




 
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
   BANK OF AMERICA CORP /DE/ 651 - 2023-12-31 3,379,065 $155,674,000 1,289,343
   LPL FINANCIAL CORP 273 - 2024-03-31 2,512,166 $116,087,000 204,759
   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
   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
   Flaharty Asset Management LLC 4 - 2023-12-31 782,856 $36,066,000 2,158
   Advisor Group Holdings Inc. 271 - 2024-03-31 714,363 $33,012,000 4,634
   FIRST TRUST ADVISORS LP 582 - 2023-12-31 668,282 $30,783,000 608
   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
   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
   HIKARI TSUSHIN, INC. 11 - 2024-03-31 363,055 $16,777,000 155,764
   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
   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
   Tower Wealth Partners Inc. 9 - 2024-03-31 197,725 $9,137,000 5,819
   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
   AXXCESS WEALTH MANAGEMENT LLC 96 - 2023-12-31 153,025 $7,050,000 12,203
   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
   Lokken Investment Group LLC 6 - 2023-12-31 128,800 $5,934,000 2,410
   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
   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
   Steward Partners Investment Advisory LLC 295 - 2023-12-31 104,089 $4,795,000 4,309
   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
   TrueWealth Advisors LLC 13 - 2024-03-31 82,496 $3,812,000 68,064
   Adams Wealth Management 20 - 2023-12-31 82,469 $3,799,000 17,236
   Gladstone Institutional Advisory LLC 127 - 2023-12-31 80,809 $3,723,000 20,826
   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
   AMERIPRISE FINANCIAL INC 2498 - 2023-12-31 77,654 $3,578,000 607
   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
   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
   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
   Cetera Investment Advisers 644 - 2023-12-31 61,645 $2,840,000 2,700
   Oder Investment Management LLC 11 - 2024-03-31 58,280 $2,693,000 1,234
   FIRST HEARTLAND CONSULTANTS INC 96 - 2024-03-31 54,220 $2,506,000 49
   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
   Atria Wealth Solutions Inc. 565 - 2023-12-31 48,580 $2,238,000 4,321
   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
   CAPTRUST FINANCIAL ADVISORS 959 - 2023-12-31 38,300 $1,764,000 3,600
   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
   Harvest Investment Services LLC 37 - 2023-12-31 37,126 $1,710,000 10,041
   Strategic Financial Group LLC - 2023-12-31 37,031 $1,706,000 3,481
   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
   Schonfeld Strategic Advisors LLC 819 - 2023-12-31 33,843 $1,559,000 33,843
   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
   Capital Investment Advisory Services LLC 147 - 2024-03-31 32,003 $1,479,000 3,522
   BANK OF MONTREAL /CAN/ 1486 - 2023-12-31 30,431 $1,403,000 4,997
   Coppell Advisory Solutions Corp. 58 - 2023-03-31 29,491 $1,331,000 20,888
   FLOW TRADERS U.S. LLC 290 - 2023-12-31 27,867 $1,284,000 16,828
   Mattern Wealth Management LLC 78 - 2023-12-31 27,408 $1,263,000 502
   CITADEL ADVISORS LLC 2728 - 2023-12-31 27,181 $1,252,000 18,097
   Coastwise Capital Group LLC 25 - 2023-12-31 24,422 $1,125,000 4,924
   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
   Arete Wealth Advisors LLC 289 - 2023-12-31 17,791 $820,000 17,791
   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
   Garden State Investment Advisory Services LLC 75 - 2023-12-31 16,245 $748,000 2,353
   Significant Wealth Partners LLC 58 - 2024-03-31 16,060 $742,000 7,228
  100 Records found
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