Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / SENIOR LN FD
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Number of holders
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351
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Total 13F shares, excl. options
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34.6M
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Shares change
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+1.64M
-
Total reported value, excl. options
-
$1.6B
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Value change
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+$75.8M
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Number of buys
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175
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Number of sells
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-130
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Price
-
$46.24
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD (FTSL) as of Q4 2024
377 filings reported holding FTSL - FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD as of Q4 2024.
FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD (FTSL) has 351 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 34.6M shares
.
Largest 10 shareholders include MORGAN STANLEY (4.54M shares), LPL Financial LLC (1.92M shares), BANK OF AMERICA CORP /DE/ (1.86M shares), Royal Bank of Canada (1.59M shares), WELLS FARGO & COMPANY/MN (1.51M shares), RAYMOND JAMES FINANCIAL INC (1.45M shares), FIRST TRUST ADVISORS LP (1.11M shares), One Capital Management, LLC (1.02M shares), UBS Group AG (886K shares), and Flaharty Asset Management, LLC (755K shares).
This table shows the top 351 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.