Who Owns First Trust Senior Loan Fund (FTSL)?Hedge Fund & Institutional Holders

$44.88-0.04 (-0.10%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.9300091000814556e+225T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$44.54$45.02$45.51$45.99$46.48Jun 24May 25Mar 26

FTSL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Flaharty Asset Management, LLCNew Position+784K+$36.0M
WELCH & FORBES LLCNew Position+697K+$31.0M
Focus Partners WealthNew Position+650K+$29.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+613K+$28.0M
Capital Investment Counsel, LLCNew Position+448K+$20.6M
Sanctuary Advisors, LLCNew Position+328K+$15.0M
Concurrent Investment Advisors, LLCNew Position+314K+$14.4M
CWM, LLCNew Position+312K+$14.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+244K+$11.2M
Ocean Park Asset Management, LLCNew Position+232K+$10.6M
Pine Valley Investments Ltd Liability CoNew Position+228K+$10.4M
RiverTree Advisors, LLCNew Position+181K+$8.3M
Blackhawk Capital Partners, LLCNew Position+163K+$7.5M
NATIONS FINANCIAL GROUP INC, /IA/ /ADVNew Position+160K+$7.3M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+174K+$7.0M

FTSL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-335K-$208.9B
LPL Financial LLCDecreased-47K-$93.3B
WELLS FARGO & COMPANY/MNDecreased-123K-$89.4B
BANK OF AMERICA CORP /DE/Decreased-79K-$83.5B
RAYMOND JAMES FINANCIAL INCDecreased-167K-$71.6B
FIRST TRUST ADVISORS LPDecreased-52K-$52.8B
Kovitz Investment Group Partners, LLCClosed Position-656K-$30.1B
OSAIC HOLDINGS, INC.Decreased-16K-$27.3B
STIFEL FINANCIAL CORPDecreased-38K-$19.8B
RENAISSANCE TECHNOLOGIES LLCDecreased-273K-$14.7B
Integrated Wealth Concepts LLCDecreased-219K-$10.5B
RPg Family Wealth Advisory, LLCDecreased-2K-$7.4B
OLD MISSION CAPITAL LLCDecreased-141K-$7.1B
Adams Wealth ManagementDecreased-17K-$6.6B
TrueWealth Advisors, LLCDecreased-47K-$6.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY4,226,715$193.0M0.01%Share
2LPL Financial LLC1,990,621$91.0M0.02%Share
3New England Private Wealth Advisors LLC1,774,626$81.5M4.91%Share
4One Capital Management, LLC1,263,061$57.9M1.75%Share
5RAYMOND JAMES FINANCIAL INC1,216,729$55.0M0.02%Share
6FIRST TRUST ADVISORS LP1,101,459$50.0M0.04%Share
7BANK OF AMERICA CORP /DE/1,012,561$46.0M0.00%Share
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO898,262$44.1M0.03%Share
9WELLS FARGO & COMPANY/MN962,267$44.0M0.01%Share
10WELLS FARGO & COMPANY/MN867,413$39.0M0.01%Share
11UBS Group AG815,183$37.4M0.01%Share
12Flaharty Asset Management, LLC783,751$36.0M4.49%Share
13ROYAL BANK OF CANADA771,976$35.0M0.01%Share
14BANK OF AMERICA CORP /DE/730,124$33.0M0.00%Share
15WELCH & FORBES LLC696,962$31.0M0.38%Share
16Focus Partners Wealth650,182$29.0M0.03%Share
17ENVESTNET ASSET MANAGEMENT INC612,700$28.0M0.01%Share
18ROYAL BANK OF CANADA592,782$27.0M0.00%Share
19Hikari Tsushin, Inc.570,196$26.0M1.69%Share
20TL Private Wealth534,764$24.6M9.48%Share
21OSAIC HOLDINGS, INC.524,537$24.0M0.04%Share
22Capital Investment Counsel, LLC448,171$20.6M2.86%Share
23Cetera Investment Advisers437,181$20.0M0.02%Share
24Cyndeo Wealth Partners, LLC403,906$18.5M1.00%Share
25STIFEL FINANCIAL CORP392,488$18.0M0.02%Share
26Cambridge Investment Research Advisors, Inc.327,713$15.0M0.04%Share
27HARBOR ADVISORY CORP /MA/326,213$15.0M4.53%Share
28Concurrent Investment Advisors, LLC313,785$14.4M0.16%Share
29CWM, LLC312,161$14.3M0.04%Share
30Fairvoy Private Wealth, LLC309,472$14.2M3.18%Share
31NewEdge Advisors, LLC307,637$14.0M0.05%Share
32Private Advisor Group, LLC271,259$12.0M0.06%Share
33WEALTH ENHANCEMENT ADVISORY SERVICES, LLC244,320$11.2M0.02%Share
34Ocean Park Asset Management, LLC231,800$10.6M0.50%Share
35Clear Creek Financial Management, LLC211,871$9.7M0.79%Share
36EXCHANGE TRADED CONCEPTS, LLC198,306$9.1M0.07%Share
37Nilsine Partners, LLC193,804$8.9M0.77%Share
38Pine Valley Investments Ltd Liability Co188,852$8.6M0.52%Share
39RiverTree Advisors, LLC181,110$8.3M5.30%Share
40Empirical Financial Services, LLC d.b.a. Empirical Wealth Management178,205$8.2M0.15%Share
41DAVENPORT & Co LLC169,784$7.8M0.04%Share
42Blackhawk Capital Partners, LLC163,210$7.5M2.81%Share
43CacheTech Inc.161,723$7.4M1.37%Share
44RPg Family Wealth Advisory, LLC160,036$7.3M1.61%Share
45NATIONS FINANCIAL GROUP INC, /IA/ /ADV159,889$7.3M0.39%Share
46LAKE STREET PRIVATE WEALTH, LLC155,424$7.1M0.87%Share
47JANE STREET GROUP, LLC155,368$7.0M0.00%Share
48MML INVESTORS SERVICES, LLC156,649$7.0M0.02%Share
49COMMONWEALTH EQUITY SERVICES, LLC174,200$7.0M0.01%Share
50RAYMOND JAMES FINANCIAL INC167,381$7.0M0.00%Share

FTSL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025308$1.7B+116
Q3 2025192$1.3T-111
Q2 2025303$1.2T-27
Q1 2025330$1.6T+52
Q4 2024278$107.4T+72
Q3 2024206$833.6T-6
Q2 2024212$881.3T+16
Q1 2024196$877.8T—

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As of Q4 2025, 50 institutional investors hold FTSL (First Trust Senior Loan Fund). The largest holder is MORGAN STANLEY with $193.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FTSL?

As of Q4 2025, 50 institutional investors report holding FTSL (First Trust Senior Loan Fund) in their 13F filings.

Who is the largest institutional holder of FTSL?

The largest institutional holder of FTSL is MORGAN STANLEY with $193.0M in shares.

Is institutional ownership of FTSL increasing or decreasing?

This quarter, 15 institutions opened new positions in FTSL and 1 closed their positions.