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 14, 2021 Q1 2021
Assetmark, Inc

BUY
 -
16.8K
+ 4940.0%
$798K - $810K
17.1K $794K
May 24, 2021 Q1 2021
Advisory Services Network, LLC

BUY
 -
16.4K
+ 1690.0%
$779K - $791K
17.4K $805K
May 11, 2021 Q1 2021
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
16.1K
New
$765K - $776K
16.1K $746K
May 13, 2021 Q1 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
15.6K
+ 33.05%
$742K - $753K
62.8K $2.91M
May 21, 2021 Q1 2021
Spire Wealth Management

BUY
 -
14.4K
New
$685K - $696K
14.4K $668K
May 10, 2021 Q1 2021
Accel Wealth Management

BUY
 -
14.3K
+ 161.68%
$681K - $691K
23.2K $1.07M
May 14, 2021 Q1 2021
Old Mission Capital LLC

BUY
 -
14.1K
+ 29.25%
$671K - $681K
62.3K $2.89M
May 24, 2021 Q1 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
13.6K
+ 32.38%
$647K - $657K
55.6K $2.58M
May 14, 2021 Q1 2021
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
12.6K
New
$598K - $607K
12.6K $583K
Apr 27, 2021 Q1 2021
Janney Montgomery Scott LLC

BUY
 -
11.8K
+ 19.44%
$562K - $570K
72.6K $3.36M
May 13, 2021 Q1 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
11K
+ 87.74%
$522K - $530K
23.5K $1.09M
May 26, 2021 Q1 2021
Aspire Private Capital, LLC

BUY
 -
10.6K
New
$504K - $511K
10.6K $491K
May 18, 2021 Q1 2021
Chiron Capital Management, LLC

BUY
 -
10.4K
New
$493K - $500K
10.4K $480K
Nov 14, 2024 Q1 2021
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
10.2K
+ 162.04%
$484K - $491K
16.4K $763K
Apr 20, 2021 Q1 2021
Telemus Capital, LLC

BUY
 -
10K
+ 4.45%
$477K - $484K
236K $10.9M
May 04, 2021 Q1 2021
Commonwealth Equity Services, LLC

BUY
 -
9.99K
+ 8.04%
$475K - $482K
134K $6.22M
Apr 29, 2021 Q1 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
9.91K
+ 172.4%
$471K - $478K
15.7K $726K
Apr 26, 2021 Q1 2021
Wedbush Securities Inc

BUY
 -
8.3K
New
$395K - $401K
8.3K $385K
Apr 28, 2021 Q1 2021
Investors Research Corp

BUY
 -
7.89K
+ 44.13%
$375K - $381K
25.8K $1.19M
May 10, 2021 Q1 2021
Prw Wealth Management LLC

BUY
 -
7.5K
+ 40.98%
$357K - $362K
25.8K $1.2M
Apr 19, 2021 Q1 2021
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
7.12K
+ 98.18%
$338K - $343K
14.4K $666K
May 10, 2021 Q1 2021
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
7.08K
+ 109.78%
$337K - $342K
13.5K $627K
Apr 28, 2021 Q1 2021
Center For Asset Management LLC

BUY
 -
6.71K
New
$319K - $324K
6.71K $311K
Apr 22, 2021 Q1 2021
Private Advisor Group, LLC

BUY
 -
6.66K
+ 39.62%
$317K - $321K
23.5K $1.09M
May 07, 2021 Q1 2021
Brasada Capital Management, LP

Houston, TX
BUY
 -
6.65K
New
$316K - $321K
6.65K $308K
Apr 06, 2021 Q1 2021
Private Trust CO Na

BUY
 -
6.35K
+ 110.31%
$302K - $306K
12.1K $561K
Apr 19, 2021 Q1 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
6.35K
+ 23.14%
$302K - $306K
33.8K $1.57M
Apr 30, 2021 Q1 2021
Truadvice, LLC

Sarasota, FL
BUY
 -
6.33K
New
$301K - $305K
6.33K $293K
Apr 28, 2021 Q1 2021
Park Avenue Securities LLC

BUY
 -
5.94K
New
$282K - $286K
5.94K $275K
May 14, 2021 Q1 2021
Western Wealth Management, LLC

BUY
 -
5.46K
New
$260K - $263K
5.46K $253K
May 07, 2021 Q1 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
5.42K
+ 11.48%
$258K - $262K
52.6K $2.44M
May 10, 2021 Q1 2021
Vestmark Advisory Solutions, Inc.

BUY
 -
5.3K
New
$252K - $256K
5.3K $246K
May 10, 2021 Q1 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
4.89K
+ 44.46%
$232K - $236K
15.9K $736K
May 17, 2021 Q1 2021
Pacific Capital Wealth Advisors, Inc

BUY
 -
4.86K
+ 8.33%
$231K - $235K
63.3K $2.93M
Apr 16, 2021 Q1 2021
Harbor Investment Advisory, LLC

BUY
 -
4.81K
New
$228K - $232K
4.81K $223K
May 17, 2021 Q1 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
4.23K
New
$201K - $204K
4.23K $196K
May 12, 2021 Q1 2021
Vista Investment Management

Pittsburgh, PA
BUY
 -
4.19K
New
$199K - $202K
4.19K $194K
Apr 30, 2021 Q1 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
4K
New
$190K - $193K
4K $185K
Apr 26, 2021 Q1 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.89K
+ 30.81%
$185K - $188K
16.5K $766K
May 11, 2021 Q1 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
3.89K
+ 12.52%
$185K - $188K
35K $1.62M
May 17, 2021 Q1 2021
Private Portfolio Partners LLC

BUY
 -
3.77K
+ 27.55%
$179K - $182K
17.4K $808K
Mar 14, 2023 Q1 2021
Private Portfolio Partners LLC

BUY
 -
3.77K
+ 27.55%
$179K - $182K
17.4K $808K
May 04, 2021 Q1 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
3.72K
+ 26600.0%
$177K - $180K
3.74K $173K
May 05, 2021 Q1 2021
Bay Harbor Wealth Management, LLC

BUY
 -
3.56K
New
$169K - $172K
3.56K $165K
May 05, 2021 Q1 2021
Dhjj Financial Advisors, Ltd.

BUY
 -
2.99K
+ 14.56%
$142K - $144K
23.5K $1.09M
May 06, 2021 Q1 2021
Stonebridge Financial Planning Group, LLC

BUY
 -
2.99K
+ 746.5%
$142K - $144K
3.39K $157K
Apr 21, 2021 Q1 2021
Colorado Capital Management, Inc.

BUY
 -
2.97K
+ 2.97%
$141K - $143K
103K $4.77M
Apr 28, 2021 Q1 2021
Milestone Advisory Partners

BUY
 -
2.91K
+ 0.95%
$138K - $140K
308K $14.3M
May 14, 2021 Q1 2021
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
2.7K
+ 2.58%
$129K - $130K
108K $4.99M

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