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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
   Next Level Private LLC 132 *Closed 2024-03-31 0 $0 -6,399
   Cranbrook Wealth Management LLC 291 *Closed 2024-03-31 0 $0 -2,671
   Richardson Capital Management LLC 144 *Closed 2024-03-31 0 $0 -174
   Foundations Investment Advisors LLC 681 *Closed 2023-12-31 0 $0 -58,747
   Americana Partners LLC 339 *Closed 2024-03-31 0 $0 -21,012
   Zega Financial LLC 94 *Closed 2024-03-31 0 $0 -5,218
   BAYSTATE WEALTH MANAGEMENT LLC 1292 *Closed 2023-12-31 0 $0 -13
   Meridian Wealth Management LLC 323 *Closed 2024-03-31 0 $0 -16,783
   Northwest Financial Advisors 807 *Closed 2024-03-31 0 $0 0
   COMERICA SECURITIESINC. 467 *Closed 2023-09-30 0 $0 -6,239
   Tanager Wealth Management LLP 86 *Closed 2024-03-31 0 $0 -5,386
   Legacy Capital Wealth Partners LLC 266 *Closed 2024-03-31 0 $0 -42,459
   SageView Advisory Group LLC 744 *Closed 2024-03-31 0 $0 -76,983
   Authentikos Wealth Advisory LLC 510 *Closed 2023-12-31 0 $0 -250
   Clarus Wealth Advisors 138 *Closed 2024-03-31 0 $0 -8,024
   CIBC WORLD MARKETS INC. 1236 *Closed 2023-12-31 0 $0 -4,851
   WHITTIER TRUST CO 1547 *Closed 2024-03-31 0 $0 -779
   Stonebridge Capital Advisors LLC 915 *Closed 2023-12-31 0 $0 -74
   COTTONWOOD CAPITAL ADVISORS LLC 127 *Closed 2024-03-31 0 $0 -86,282
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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