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Get Institutions for : 
First Trust Senior Loan Fund (FTSL)  
$46.26 0.01 (0.02%) as of 4:30 Tue 5/14


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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  : 
0.46 (1%)  




 
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
   Little Harbor Advisors LLC 5 - 2023-12-31 135,202 $6,228,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 83 - 2024-03-31 70,000 $3,235,000 0
   Clarity Financial LLC 52 - 2024-03-31 19,611 $906,000 0
   Asset Allocation & Management Company LLC 27 - 2024-03-31 17,000 $786,000 0
   HBW Advisory Services LLC 171 - 2024-03-31 12,032 $554,000 0
   Alpha Cubed Investments LLC 146 - 2024-03-31 11,243 $520,000 0
   Purus Wealth Management LLC 64 - 2024-03-31 10,424 $482,000 0
   Delta Financial Group Inc. 156 - 2024-03-31 7,612 $352,000 0
   CLS INVESTMENT FIRM LLC 1114 - 2022-12-31 7,362 $328,000 0
   Argent Trust Co 506 - 2024-03-31 7,000 $323,000 0
   1776 WEALTH LLC 102 - 2024-03-31 6,986 $323,000 0
   Lion Street Advisors LLC 174 - 2024-03-31 6,813 $314,000 0
   RICHARDSON FINANCIAL SERVICES INC. 137 - 2024-03-31 4,871 $225,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 168 - 2023-12-31 2,700 $124,000 0
   Sachetta LLC 229 - 2024-03-31 1,330 $61,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 287 - 2023-12-31 1,278 $59,000 0
   Aptus Capital Advisors LLC 657 - 2023-12-31 1,278 $59,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 343 - 2024-03-31 1,050 $49,000 0
   Archer Investment Corp 403 - 2024-03-31 1,000 $46,000 0
   Semmax Financial Advisors Inc. 150 - 2023-12-31 930 $43,000 0
   BARTLETT & CO. LLC 816 - 2023-12-31 545 $25,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 794 - 2024-03-31 545 $25,000 0
   CITY HOLDING CO 370 - 2024-03-31 482 $22,000 0
   VisionPoint Advisory Group LLC 388 - 2024-03-31 410 $19,000 0
   Beacon Capital Management LLC 665 - 2023-12-31 110 $5,000 0
   Pacifica Partners Inc. 417 - 2024-03-31 96 $4,000 0
   Farther Finance Advisors LLC 2304 - 2023-12-31 70 $3,000 0
   AllSquare Wealth Management LLC 455 - 2024-03-31 48 $2,000 0
   SANDY SPRING BANK 1046 - 2024-03-31 39 $2,000 0
   Tyler-Stone Wealth Management 810 - 2023-12-31 21 $1,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 2576 - 2024-03-31 100 $0 0
   Northwest Financial Advisors 807 *Closed 2024-03-31 0 $0 0

  32 Records found
  1    
  Page 1 of 1
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