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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
   MORGAN STANLEY 870 - 2023-12-31 3,552,033 $163,642,000 -416,356
   ROYAL BANK OF CANADA 485 - 2023-12-31 2,122,058 $97,762,000 -413,433
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 342 - 2024-03-31 753,742 $34,830,000 -167,523
   STIFEL FINANCIAL CORP 568 - 2023-12-31 380,714 $17,539,000 -73,665
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 505 - 2024-03-31 188,331 $8,703,000 -52,193
   COMMONWEALTH EQUITY SERVICES LLC. 950 - 2024-03-31 153,859 $7,110,000 -138,680
   FINANCIAL NETWORK 448 - 2023-12-31 149,259 $6,876,000 -438
   EMPIRICAL FINANCIAL SERVICES, LLC 97 - 2024-03-31 137,817 $6,369,000 -8,541
   RiverTree Advisors LLC 11 - 2024-03-31 127,153 $5,876,000 -470
   JANNEY MONTGOMERY SCOTT LLC 714 - 2024-03-31 123,596 $5,711,000 -30,736
   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
   HIGHTOWER ADVISORS, LLC 975 - 2024-03-31 103,314 $4,776,000 -3,880
   Sowell Financial Services LLC 132 - 2024-03-31 83,025 $3,837,000 -49,608
   MULTIFINANCIAL SECURITIES CORP 345 - 2023-12-31 80,939 $3,729,000 -25,943
   HARBOUR INVESTMENTS INC. 125 - 2023-12-31 80,705 $3,718,000 -50,340
   J.W. COLE ADVISORS INC. 127 - 2024-03-31 76,432 $3,532,000 -6,507
   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
   H D Vest Advisory Services 391 - 2024-03-31 74,558 $3,445,000 -935
   Private Advisor Group LLC 595 - 2024-03-31 72,739 $3,361,000 -27,545
   Rockefeller Capital Management L.P. 770 - 2023-12-31 67,511 $3,110,000 -5,820
   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
   American Financial Advisors LLC 34 - 2024-03-31 61,597 $2,846,000 -1,259
   Wagner Wealth Management LLC 24 - 2024-03-31 59,644 $2,756,000 -1,044,229
   Financial Enhancement Group LLC 58 - 2024-03-31 56,100 $2,591,000 -11,174
   Blackhawk Capital Partners LLC. 21 - 2024-03-31 52,119 $2,408,000 -865
   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
   Trinity Legacy Partners LLC 51 - 2024-03-31 49,917 $2,307,000 -2,400
   SAXON INTERESTS INC. 22 - 2024-03-31 47,042 $2,174,000 -900
   Twin Peaks Wealth Advisors LLC 22 - 2024-03-31 46,014 $2,126,000 -6,939
   Apollon Wealth Management LLC 277 - 2024-03-31 44,999 $2,079,000 -12,540
   Private Advisory Group LLC 71 - 2023-12-31 43,272 $1,994,000 -4,758
   Murphy Middleton Hinkle & Parker Inc. 28 - 2024-03-31 41,496 $1,918,000 -3,017
   OPPENHEIMER & CO INC 554 - 2024-03-31 37,511 $1,733,000 -116
   ICA Group Wealth Management LLC 57 - 2023-12-31 37,537 $1,729,000 -3,872
   Mutual Advisors LLC 324 - 2024-03-31 34,604 $1,599,000 -9,783
   SILVER OAK SECURITIES Inc 99 - 2024-03-31 33,145 $1,532,000 -3,891
   Investors Research Corp 58 - 2024-03-31 31,349 $1,449,000 -705
   Dynamic Advisors Solutions LLC 365 - 2024-03-31 30,389 $1,404,000 -2,818
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 870 - 2023-12-31 29,449 $1,357,000 -7,249
   NewEdge Wealth LLC 377 - 2024-03-31 29,295 $1,351,000 -503
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 508 - 2023-12-31 26,573 $1,224,000 -57,270
   Quad-Cities Investment Group LLC 36 - 2024-03-31 25,980 $1,201,000 -3,311
   My Legacy Advisors LLC 63 - 2023-12-31 25,962 $1,197,000 -766
   RVW Wealth LLC 62 - 2024-03-31 24,534 $1,134,000 -3,944
   BURNS WEALTH MANAGEMENT, INC. 264 - 2024-03-31 23,627 $1,092,000 -202
   WealthCare Investment Partners LLC 49 - 2024-03-31 23,590 $1,090,000 -1,535
   DAVIDSON D A & CO 685 - 2023-12-31 23,480 $1,082,000 -525
   Snowden Capital Advisors LLC 418 - 2023-12-31 23,374 $1,077,000 -26,201
   ATRIA INVESTMENTS LLC 884 - 2023-12-31 22,295 $1,027,000 -27,189
   Ameritas Advisory Services LLC 287 - 2023-12-31 21,761 $1,002,000 -8,656
   Geneos Wealth Management Inc. 349 - 2024-03-31 21,441 $991,000 -56,088
   BEACON FINANCIAL GROUP 158 - 2024-03-31 21,374 $988,000 -3,494
   INTL FCSTONE INC. 172 - 2024-03-31 18,331 $847,000 -972
   Financial Partners Group Inc 74 - 2024-03-31 18,305 $846,000 -165
   Csenge Advisory Group 301 - 2024-03-31 18,172 $840,000 -5,623
   Western Wealth Management LLC 257 - 2024-03-31 17,911 $828,000 -36,012
   Coastal Investment Advisors Inc. 146 - 2024-03-31 16,807 $777,000 -2,308
   KESTRA PRIVATE WEALTH SERVICES LLC 644 - 2024-03-31 16,051 $742,000 -3,513
   JAFFETILCHIN INVESTMENT PARTNERS LLC 174 - 2023-12-31 15,908 $733,000 -1,785
   Equitable Holdings Inc. 662 - 2023-12-31 15,801 $728,000 -4,413
   Miracle Mile Advisors LLC 305 - 2024-03-31 15,410 $712,000 -20,354
   NORTHWEST WEALTH MANAGEMENT LLC 78 - 2023-12-31 14,989 $691,000 -70
   ADVISORY SERVICES NETWORK, LLC 828 - 2024-03-31 14,654 $677,000 -35
   Pine Valley Investments Ltd Liability Co 255 - 2024-03-31 13,803 $638,000 -4,036
   Octavia Wealth Advisors LLC 102 - 2024-03-31 13,109 $606,000 -1,249
   Walkner Condon Financial Advisors LLC 134 - 2024-03-31 12,831 $592,000 -1,685
   Morris Retirement Advisors LLC 38 - 2024-03-31 12,525 $579,000 -3,726
   Fortress Wealth Group LLC 45 - 2023-12-31 12,498 $577,000 -2,652
   Legacy Capital Group California Inc. 152 - 2024-03-31 12,414 $574,000 -905
   IVC Wealth Advisors LLC 72 - 2024-03-31 12,219 $565,000 -689
   IFG Advisory LLC 305 - 2024-03-31 11,894 $550,000 -102
   CAPITAL WEALTH MANAGEMENT LLC 31 - 2024-03-31 11,860 $548,000 -31,217
   COZAD ASSET MANAGEMENT INC 245 - 2024-03-31 11,802 $545,000 -538
   Stratos Wealth Partners LTD. 844 - 2024-03-31 11,745 $543,000 -635
   Brookstone Capital Management 601 - 2024-03-31 11,711 $541,000 -533
   AlphaStar Capital Management LLC 173 - 2024-03-31 6,264 $537,000 -584
   Koshinski Asset Management Inc. 314 - 2024-03-31 11,160 $516,000 -5,849
   Glass Jacobson Investment Advisors llc 126 - 2024-03-31 11,140 $515,000 -2,541
   Laurel Wealth Advisors Inc. 356 - 2022-12-31 11,168 $498,000 -3,339
   Fortis Group Advisors LLC 130 - 2024-03-31 10,730 $496,000 -334
   LINCOLN NATIONAL CORP 748 - 2024-03-31 10,562 $488,000 -9,167
   KINGSWOOD WEALTH ADVISORS LLC 388 - 2024-03-31 8,931 $413,000 -54
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 434 - 2024-03-31 8,567 $396,000 -1,257
   Capital Analysts Inc. 345 - 2023-12-31 8,377 $386,000 -1,661
   VISTA INVESTMENT MANAGEMENT 121 - 2023-12-31 8,350 $385,000 -1,757
   Integrys Wealth Advisors LLC 103 - 2024-03-31 8,215 $380,000 -503
   CREATIVE FINANCIAL DESIGNS INC /ADV 304 - 2024-03-31 7,966 $368,000 -15,778
   Integrated Wealth Concepts LLC 1145 - 2023-12-31 7,849 $362,000 -2,176
   COLUMBIA ADVISORY PARTNERS LLC 36 - 2024-03-31 7,280 $336,000 -50
   NBT BANK N A /NY 319 - 2024-03-31 7,237 $334,000 -402
   HILLTOP HOLDINGS INC. 444 - 2023-12-31 7,220 $333,000 -195
   Insight Advisors LLC/ PA 217 - 2024-03-31 7,193 $332,000 -100
   IFP Advisors Inc 707 - 2023-12-31 7,168 $330,000 -5,141
   Elevated Capital Advisors LLC 154 - 2024-03-31 7,038 $325,000 -1,081
   Southland Equity Partners LLC 149 - 2024-03-31 6,897 $319,000 -2,675
   GRIMES & COMPANY INC 267 - 2024-03-31 6,752 $312,000 -1
  100 Records found
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