FTSL
First Trust Senior Loan Fund · Financial Services · Asset Management - Bonds
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -2.4% ·
pay akışı +0.3% ·
net yeni pozisyonlar -2.4%
· formül
Yoğunlaşmış birikim: daha az hissedar arasında artan hisseler
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 0 | 19.87M | $889.14M | +1 | −2 |
| Q1 2026 | 41 | -1 | 19.58M | $877.19M | +4 | −5 |
| Q4 2025 | 42 | 0 | 19.53M | $895.86M | +1 | −1 |
| Q3 2025 | 6 | +1 | 5.45M | $250.02M | +1 | n/a |
| Q2 2025 | 2 | 0 | 411.19K | $18.87M | n/a | n/a |
| Q1 2025 | 2 | +1 | 116.71K | $5.33M | +1 | n/a |
| Q4 2024 | 1 | -1 | 277.69K | $12.84M | n/a | −1 |
| Q3 2024 | 2 | +1 | 266.91K | $12.25M | +1 | n/a |
| Q2 2024 | 1 | n/a | 137.60K | $6.29M | n/a | n/a |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.78M | +13.1% | $214.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 2.52M | +26.5% | $112.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.66M | -9.5% | $74.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 1.47M | -15.9% | $65.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 1.43M | -7.6% | $64.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 6 | Raymond James Financial Inc | 1.36M | -2.3% | $61.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | First Trust Advisors Lp | 1.27M | +15.7% | $57.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 931.74K | +14.3% | $41.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 837.00K | +36.6% | $37.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Focus Partners Wealth | 667.00K | +2.6% | $29.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 436.32K | -0.2% | $19.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 372.31K | -5.6% | $16.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 300.75K | -48.1% | $13.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Cwm, Llc | 226.91K | -27.3% | $10.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 225.90K | +84.2% | $10.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 162.14K | -6.9% | $7.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 158.14K | +0.9% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 151.26K | -51.8% | $6.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Rockefeller Capital Management L.P. | 112.56K | -2.4% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Truist Financial Corp | 70.45K | +71.8% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Captrust Financial Advisors | 51.92K | +42.6% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 48.02K | Yeni | $2.15M | 0.0% | New | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 46.22K | +121.5% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 40.94K | Yeni | $1.83M | 0.0% | New | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 39.69K | -83.8% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 32.56K | +16.5% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 31.31K | -50.9% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 28.95K | +131.3% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 20.44K | +1.6% | $915,891 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 19.85K | -7.1% | $889,118 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Wealthfront Advisers LLC | 19.04K | +55.9% | $852,992 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 15.45K | +4.4% | $692,444 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 11.64K | -25.5% | $521,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 11.24K | Yeni | $503,642 | 0.0% | New | 1 | SEC ↗ |
| 35 | Creative Planning | 7.17K | Yeni | $320,992 | 0.0% | New | 1 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 4.42K | -10.2% | $198,146 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 4.15K | +28.0% | $186,010 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Qube Research & Technologies Ltd | 3.37K | +5.9% | $150,931 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 1.78K | -94.7% | $79,789 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (pasif) | 365 | 0.0% | $16,352 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 265 | +1.1% | $11,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| Susquehanna International… | $2.15M | 0.0% |
| Fifth Third Bancorp | $1.83M | 0.0% |
| UBS AM, a distinct business… | $503,642 | 0.0% |
| Creative Planning | $320,992 | 0.0% |
Çıkıldı
| Goldman Sachs Group | $7.23M | idi 0.0% |
| Jane Street Group, Llc | $7.13M | idi 0.0% |
| Citadel Advisors | $2.61M | idi 0.0% |
| Renaissance Technologies | $2.21M | idi 0.0% |
| Ameriprise Financial Inc | $415,305 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 299 sahipler, 34.70M hisseler, $1.52B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.