Purchases and Sales Made in Q1 2022 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q1 2022. 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 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
58.6K+ 9.97% |
$2.73M - $2.82M
|
646K
$30M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
56K+ 126.69% |
$2.61M - $2.69M
|
100K
$4.65M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
54.2K+ 684.14% |
$2.52M - $2.6M
|
62.1K
$2.88M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.8KNew |
$2.51M - $2.59M
|
53.8K
$2.5M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
49.9KNew |
$2.32M - $2.4M
|
49.9K
$2.32M
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
49.9K+ 3.87% |
$2.32M - $2.4M
|
1.34M
$62.1M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
48.4K+ 9.02% |
$2.25M - $2.33M
|
585K
$27.1M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.4K+ 22.38% |
$2.2M - $2.28M
|
259K
$12M
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
41.7K+ 23.91% |
$1.94M - $2M
|
216K
$10M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.1K+ 13.24% |
$1.87M - $1.93M
|
343K
$15.9M
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
38.6K+ 6.74% |
$1.8M - $1.86M
|
611K
$28.3M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
38.2K+ 74.1% |
$1.78M - $1.84M
|
89.8K
$4.16M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
36.1K+ 7.34% |
$1.68M - $1.74M
|
529K
$24.5M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
36KNew |
$1.68M - $1.73M
|
36K
$1.67M
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
35.9K+ 163.37% |
$1.67M - $1.73M
|
57.9K
$2.69M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.1K+ 72.77% |
$1.54M - $1.59M
|
78.5K
$3.64M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.1K+ 388.13% |
$1.49M - $1.54M
|
40.3K
$1.87M
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
31.9K+ 393.9% |
$1.48M - $1.53M
|
40K
$1.85M
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
31.9KNew |
$1.48M - $1.53M
|
31.9K
$1.48M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.8K+ 47.86% |
$1.43M - $1.48M
|
95.2K
$4.41M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.9K+ 78.96% |
$1.39M - $1.44M
|
67.8K
$3.14M
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
29.8K+ 109.29% |
$1.38M - $1.43M
|
57K
$2.64M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
29.5K+ 71.28% |
$1.37M - $1.42M
|
70.9K
$3.29M
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
27.8KNew |
$1.3M - $1.34M
|
27.8K
$1.29M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.8K+ 7.99% |
$1.29M - $1.34M
|
376K
$17.4M
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
27.3KNew |
$1.27M - $1.31M
|
27.3K
$1.27M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
27K+ 205.34% |
$1.26M - $1.3M
|
40.1K
$1.86M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
26.2KNew |
$1.22M - $1.26M
|
26.2K
$1.21M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.7K+ 691.57% |
$1.2M - $1.23M
|
29.4K
$1.36M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
25.7K+ 104.04% |
$1.19M - $1.23M
|
50.3K
$2.33M
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
25KNew |
$1.16M - $1.2M
|
25K
$1.16M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
22.7K+ 363.95% |
$1.06M - $1.09M
|
28.9K
$1.34M
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
22.3KNew |
$1.04M - $1.07M
|
22.3K
$1.03M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21.8K+ 44.42% |
$1.01M - $1.05M
|
70.8K
$3.28M
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
21.3K+ 31.33% |
$993K - $1.03M
|
89.4K
$4.15M
|
|
May 10, 2022
Q1 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
21.1KNew |
$982K - $1.01M
|
21.1K
$978K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.3K+ 25.07% |
$899K - $929K
|
96.4K
$4.47M
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
19KNew |
$886K - $915K
|
19K
$883K
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
19K+ 45.11% |
$883K - $913K
|
61.1K
$2.83M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
18.8K+ 49.04% |
$875K - $904K
|
57.2K
$2.65M
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
18.6K+ 7.01% |
$864K - $893K
|
283K
$13.1M
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
18.4K+ 46.95% |
$854K - $882K
|
57.4K
$2.66M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.9K+ 563.03% |
$835K - $862K
|
21.1K
$979K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
17.8K+ 178.87% |
$829K - $857K
|
27.8K
$1.29M
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
17.7K+ 9.52% |
$826K - $853K
|
204K
$9.47M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
17.5K+ 93.75% |
$816K - $844K
|
36.3K
$1.68M
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
17.3K+ 8.11% |
$806K - $833K
|
231K
$10.7M
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
17.3K+ 27.4% |
$805K - $832K
|
80.4K
$3.73M
|
|
Apr 22, 2022
Q1 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
16.9K+ 102.55% |
$788K - $814K
|
33.5K
$1.55M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.8KNew |
$783K - $809K
|
16.8K
$780K
|