Who owns FTSL?
First Trust Senior Loan Fund · First Trust
302 institutions reported holding FTSL, worth $1.7B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FTSL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $220.0M | 4,917,166 | +138,578 shares |
| LPL Financial LLC | Fort Mill, SC | $124.7M | 2,785,802 | +268,241 shares |
| Wells Fargo & Company | San Francisco, CA | $74.7M | 1,669,953 | +13,489 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $67.3M | 1,503,098 | +70,230 shares |
| Bank of America Corp. | Charlotte, NC | $65.7M | 1,467,308 | +1,641 shares |
| One Capital Management, LLC | Westlake Village, CA | $64.5M | 1,439,544 | No change |
| Raymond James Financial Inc. | St. Petersburg, FL | $64.4M | 1,439,234 | +75,297 shares |
| First Trust Advisors LP | Wheaton, IL | $58.0M | 1,298,064 | +23,251 shares |
| UBS Group AG | Zurich, Switzerland | $42.0M | 937,444 | +5,706 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $39.6M | 884,010 | +47,005 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FTSL?
302 institutional managers reported holding FTSL in Form 13F filings for June 30, 2026, worth $1.7B in total. The largest reported position was held by Morgan Stanley, at $220.0M.
Did institutions buy or sell FTSL last quarter?
Reported 13F value rose 7.0% from March 31, 2026, which includes price moves as well as buying and selling. 35 firms reported a new position and 24 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FTSL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.