Who Owns FTSL?
First Trust Senior Loan Fund — Institutional Ownership & 13F Holdings
$45.07
-0.04 (-0.09%)
Market Cap
$2.2B
Shares Outstanding
47,908,518
Institutional Holders
328
Total Inst. Value
$2.0B
% of Float Held
—
QoQ Holder Change
+134
Institutional data as of Q1 2025
New Positions
86
Closed Positions
36
Increased
120
Decreased
83
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $604.4M | 13,239 |
| 2 | MORGAN STANLEY | $215.0M | 4,709,857 |
| 3 | WELLS FARGO & COMPANY/MN | $98.8M | 2,164,738 |
| 4 | BANK OF AMERICA CORP /DE/ | $86.1M | 1,886,198 |
| 5 | ROYAL BANK OF CANADA | $71.9M | 1,574,414 |
| 6 | RAYMOND JAMES FINANCIAL INC | $70.3M | 1,539,336 |
| 7 | One Capital Management, LLC | $60.5M | 1,324,825 |
| 8 | FIRST TRUST ADVISORS LP | $51.1M | 1,119,862 |
| 9 | UBS Group AG | $36.8M | 806,502 |
| 10 | Flaharty Asset Management, LLC | $32.7M | 715,752 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +174K | $215.0M |
| WELLS FARGO & COMPANY/MN | +659K | $98.8M |
| BANK OF AMERICA CORP /DE/ | +25K | $86.1M |
| RAYMOND JAMES FINANCIAL INC | +92K | $70.3M |
| One Capital Management, LLC | +309K | $60.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | -218K | $2.7M |
| Steward Partners Investment Advisory, LLC | -105K | $602K |
| UBS Group AG | -80K | $36.8M |
| STIFEL FINANCIAL CORP | -67K | $16.9M |
| Western Wealth Management, LLC | -40K | $716K |
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Frequently Asked Questions
How many institutional investors hold FTSL?
As of Q1 2025, 328 institutional investors report holding FTSL (First Trust Senior Loan Fund) in their 13F filings.
Which hedge fund owns the most FTSL?
The largest institutional holder of FTSL is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $604.4M in shares.
Are institutions buying or selling FTSL?
This quarter, 86 institutions opened new positions in FTSL and 36 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.