Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / SENIOR LN FD
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Number of holders
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309
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Total 13F shares, excl. options
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33.2M
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Shares change
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-2.27M
-
Total reported value, excl. options
-
$1.53B
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Value change
-
-$105M
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Number of buys
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146
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Number of sells
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-162
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Price
-
$46.21
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD (FTSL) as of Q1 2024
342 filings reported holding FTSL - FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD as of Q1 2024.
FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD (FTSL) has 309 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 33.2M shares
.
Largest 10 shareholders include MORGAN STANLEY (4.5M shares), LPL Financial LLC (2.51M shares), BANK OF AMERICA CORP /DE/ (1.96M shares), Royal Bank of Canada (1.92M shares), One Capital Management, LLC (1.3M shares), UBS Group AG (1.29M shares), WELLS FARGO & COMPANY/MN (1.27M shares), FIRST TRUST ADVISORS LP (935K shares), Raymond James Financial Services Advisors, Inc. (754K shares), and Flaharty Asset Management, LLC (729K shares).
This table shows the top 309 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.