Purchases and Sales Made in Q1 2021 in First Trust Senior Ln Fund (FTSL)

FTSL Quotes by TradingView

This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q1 2021. The information is specifically focused on institutions that hold shares of FIRST TRUST SENIOR LN FUND.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 13, 2021 Q1 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
954K
+ 113.97%
$45.4M - $46.1M
1.79M $82.9M
Aug 16, 2021 Q1 2021
Beacon Financial Group

BUY
 -
814K
+ 510.35%
$38.7M - $39.3M
973K $45M
May 14, 2021 Q1 2021
First Trust Advisors LP

Wheaton, IL
BUY
 -
670K
+ 170.22%
$31.9M - $32.3M
1.06M $49.2M
May 04, 2021 Q1 2021
Envestnet Asset Management Inc

BUY
 -
408K
+ 239.2%
$19.4M - $19.7M
579K $26.8M
Apr 15, 2021 Q1 2021
Astor Investment Management LLC

BUY
 -
370K
+ 133110.44%
$17.6M - $17.9M
370K $17.1M
May 14, 2021 Q1 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
319K
+ 89.03%
$15.2M - $15.4M
678K $31.4M
May 18, 2021 Q1 2021
Jane Street Group, LLC

New York, NY
BUY
 -
285K
+ 209.12%
$13.6M - $13.8M
422K $19.5M
May 12, 2021 Q1 2021
Ubs Group Ag

BUY
 -
246K
+ 34.08%
$11.7M - $11.9M
970K $44.9M
May 13, 2021 Q1 2021
Barclays PLC

London, X0
BUY
 -
239K
New
$11.4M - $11.5M
239K $11.1M
May 14, 2021 Q1 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
212K
+ 32.45%
$10.1M - $10.2M
864K $40M
May 13, 2021 Q1 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
191K
+ 82.25%
$9.07M - $9.2M
423K $19.6M
May 14, 2021 Q1 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
189K
+ 137.11%
$9.01M - $9.14M
328K $15.2M
May 10, 2021 Q1 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
180K
+ 2263.61%
$8.57M - $8.7M
188K $8.71M
May 07, 2021 Q1 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
157K
+ 271.94%
$7.45M - $7.56M
214K $9.92M
Apr 27, 2021 Q1 2021
Ae Wealth Management LLC

BUY
 -
150K
+ 540.84%
$7.11M - $7.21M
177K $8.2M
May 10, 2021 Q1 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
132K
+ 73.26%
$6.27M - $6.36M
312K $14.4M
May 14, 2021 Q1 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
125K
+ 57.53%
$5.94M - $6.03M
342K $15.8M
Apr 19, 2021 Q1 2021
Engrave Wealth Partners LLC

BUY
 -
123K
New
$5.85M - $5.94M
123K $5.7M
May 04, 2021 Q1 2021
Mjp Associates Inc

BUY
 -
120K
+ 58.52%
$5.71M - $5.8M
325K $15.1M
May 04, 2021 Q1 2021
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
103K
New
$4.9M - $4.97M
103K $4.76M
May 17, 2021 Q1 2021
Truist Financial Corp

BUY
 -
99K
+ 216.02%
$4.71M - $4.78M
145K $6.7M
May 14, 2021 Q1 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
89.4K
+ 41.88%
$4.25M - $4.31M
303K $14M
May 28, 2021 Q1 2021
Ssi Investment Management LLC

Los Angeles, CA
BUY
 -
81.2K
New
$3.86M - $3.92M
81.2K $3.75M
Aug 17, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
64.1K
+ 3403.56%
$3.05M - $3.09M
65.9K $3.05M
May 13, 2021 Q1 2021
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
60.5K
+ 211.99%
$2.88M - $2.92M
89K $4.12M
Apr 14, 2021 Q1 2021
Centennial Wealth Advisory LLC

BUY
 -
59.4K
+ 407.44%
$2.83M - $2.87M
74K $3.43M
Apr 28, 2021 Q1 2021
Csenge Advisory Group

BUY
 -
57.2K
+ 27.44%
$2.72M - $2.76M
266K $12.3M
Apr 13, 2021 Q1 2021
Walkner Condon Financial Advisors LLC

BUY
 -
56.4K
New
$2.68M - $2.72M
56.4K $2.61M
Apr 20, 2021 Q1 2021
Ivc Wealth Advisors LLC

BUY
 -
46.9K
New
$2.23M - $2.26M
46.9K $2.17M
May 10, 2021 Q1 2021
Octavia Wealth Advisors, LLC

BUY
 -
43.1K
+ 97.36%
$2.05M - $2.08M
87.3K $4.04M
Apr 14, 2021 Q1 2021
Welch & Forbes LLC

BUY
 -
35.5K
+ 9.31%
$1.69M - $1.71M
417K $19.3M
May 14, 2021 Q1 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
32.9K
+ 166.43%
$1.57M - $1.59M
52.7K $2.44M
May 04, 2021 Q1 2021
Outlook Wealth Advisors, LLC

BUY
 -
32.3K
New
$1.54M - $1.56M
32.3K $1.5M
May 06, 2021 Q1 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
31.7K
+ 168.94%
$1.51M - $1.53M
50.5K $2.33M
Apr 09, 2021 Q1 2021
First Hawaiian Bank

BUY
 -
29.5K
New
$1.4M - $1.42M
29.5K $1.36M
Apr 21, 2021 Q1 2021
Trinity Legacy Partners, LLC

BUY
 -
26.9K
+ 26.15%
$1.28M - $1.3M
130K $5.99M
Apr 08, 2021 Q1 2021
Private Advisory Group LLC

Redmond, WA
BUY
 -
26.7K
New
$1.27M - $1.29M
26.7K $1.23M
May 10, 2021 Q1 2021
Wespac Advisors, LLC

BUY
 -
26.1K
New
$1.24M - $1.26M
26.1K $1.21M
May 17, 2021 Q1 2021
Insight Advisors, LLC

Newtown, PA
BUY
 -
25.7K
+ 336.46%
$1.22M - $1.24M
33.4K $1.54M
May 17, 2021 Q1 2021
First Heartland Consultants, Inc.

BUY
 -
25.1K
+ 51.78%
$1.19M - $1.21M
73.5K $3.4M
May 13, 2021 Q1 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
20.9K
+ 133.07%
$991K - $1.01M
36.5K $1.69M
May 11, 2021 Q1 2021
Flaharty Asset Management, LLC

BUY
 -
20K
+ 5.08%
$951K - $965K
413K $19.1M
Jun 10, 2021 Q1 2021
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
19.4K
+ 42.05%
$922K - $935K
65.5K $3.03M
Apr 13, 2021 Q1 2021
Tl Private Wealth

BUY
 -
19.2K
+ 11.08%
$913K - $927K
193K $8.91M
Apr 13, 2021 Q1 2021
Hbw Advisory Services LLC

BUY
 -
18.5K
New
$880K - $893K
18.5K $857K
Apr 07, 2021 Q1 2021
Echo Wealth Management, LLC

BUY
 -
18.3K
New
$869K - $882K
18.3K $846K
May 17, 2021 Q1 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
18.2K
+ 62.08%
$866K - $879K
47.5K $2.2M
May 04, 2021 Q1 2021
Retirement Group, LLC

BUY
 -
17.5K
+ 68.6%
$834K - $847K
43.1K $2M
Apr 21, 2021 Q1 2021
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
16.9K
+ 142.6%
$806K - $818K
28.8K $1.33M

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