Catatan efek
FTSL
First Trust Senior Loan Fund · Financial Services · Asset Management - Bonds
39Pemegang yang dilacak
0Δ pemegang
19.87MSaham yang dipegang
$889.14MNilai yang dilaporkan
+1Posisi baru
−2Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +3.9% · posisi baru bersih -2.6% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — |
| Q2 2025 | 2 | 0 | 411.19K | $18.87M | — | — |
| Q1 2025 | 2 | +1 | 116.71K | $5.33M | +1 | — |
| Q4 2024 | 1 | -1 | 277.69K | $12.84M | — | −1 |
| Q3 2024 | 2 | +1 | 266.91K | $12.25M | +1 | — |
| Q2 2024 | 1 | — | 137.60K | $6.29M | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.92M | +2.9% | $220.04M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 2.79M | +10.7% | $124.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.67M | +0.8% | $74.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 1.50M | +4.9% | $67.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 5 | Bank Of America Corp /De/ | 1.47M | +0.1% | $65.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 1.44M | +5.5% | $64.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | First Trust Advisors Lp | 1.30M | +1.8% | $58.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 937.44K | +0.6% | $41.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 884.01K | +5.6% | $39.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Focus Partners Wealth | 669.14K | +0.3% | $29.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 455.07K | +4.3% | $20.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 378.08K | +25.7% | $16.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Stifel Financial Corp | 362.08K | -2.8% | $16.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 195.17K | +23.4% | $8.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 161.88K | -0.2% | $7.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 138.83K | +23.3% | $6.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | JPMorgan Chase ✦ | 110.17K | -27.2% | $4.93M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 18 | Wealth Enhancement Advisory… | 56.44K | +42.2% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 51.03K | -1.7% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 47.30K | +2.3% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 45.13K | -35.9% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 39.39K | +21.0% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mariner, LLC | 38.02K | +21.4% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 37.65K | -8.0% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 32.91K | +13.7% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 29.94K | +46.5% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 24.06K | -49.9% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 19.60K | -1.2% | $877,214 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Wealthfront Advisers LLC | 17.50K | -8.1% | $783,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 15.48K | +0.2% | $692,751 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 13.39K | +15.0% | $599,068 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 11.24K | 0.0% | $503,080 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Creative Planning | 6.04K | -15.7% | $270,156 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 5.28K | +19.3% | $236,003 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 4.03K | +19.5% | $180,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 1.97K | -52.7% | $87,934 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | BlackRock ✦ (pasif) | 310 | -15.1% | $13,873 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 303 | Baru | $13,559 | 0.0% | New | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 268 | +1.1% | $11,995 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fidelity (FMR) | $13,559 | 0.0% |
Telah keluar
| HighTower Advisors, LLC | $10.12M | adalah 0.0% |
| Bnp Paribas Financial Markets | $79,789 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 299 pemegang, 34.70M saham, $1.52B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API