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 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.2K+ 169.67% |
$755K - $780K
|
25.8K
$1.2M
|
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
15.3KNew |
$710K - $733K
|
15.3K
$707K
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15.2K+ 17.76% |
$709K - $732K
|
101K
$4.68M
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
15.1KNew |
$702K - $726K
|
15.1K
$700K
|
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
14.4K+ 112.0% |
$671K - $693K
|
27.3K
$1.27M
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.4K+ 175.28% |
$624K - $645K
|
21.1K
$977K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
13.4K+ 157.48% |
$623K - $644K
|
21.9K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
13.1KNew |
$611K - $632K
|
13.1K
$609K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$585K - $605K
|
12.6K
$583K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
12.5KNew |
$582K - $602K
|
12.5K
$580K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.4K+ 65.02% |
$577K - $596K
|
31.5K
$1.46M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1K+ 23.99% |
$563K - $582K
|
62.6K
$2.9M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11.6K+ 29.33% |
$539K - $557K
|
51.1K
$2.37M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.4K+ 85.07% |
$530K - $547K
|
24.8K
$1.15M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.3KNew |
$525K - $543K
|
11.3K
$523K
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
11.2KNew |
$520K - $538K
|
11.2K
$518K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 49.28% |
$518K - $535K
|
33.7K
$1.56M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.7K+ 13.79% |
$498K - $515K
|
88.4K
$4.1M
|
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
10.5KNew |
$487K - $503K
|
10.5K
$485K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.5K+ 70.73% |
$487K - $503K
|
25.2K
$1.17M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.4K+ 86.44% |
$485K - $501K
|
22.5K
$1.04M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.4K+ 86.44% |
$485K - $501K
|
22.5K
$1.04M
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
10.3K+ 38.31% |
$480K - $496K
|
37.2K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.44K+ 20.62% |
$439K - $454K
|
55.2K
$2.56M
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.2K+ 8.14% |
$428K - $442K
|
122K
$5.67M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.92K+ 86.83% |
$415K - $429K
|
19.2K
$890K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.74KNew |
$407K - $420K
|
8.74K
$405K
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
8.35KNew |
$388K - $401K
|
8.35K
$387K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.09KNew |
$377K - $389K
|
8.09K
$375K
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.08KNew |
$376K - $389K
|
8.08K
$375K
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8.01K+ 14.87% |
$373K - $385K
|
61.9K
$2.87M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.97K+ 4.81% |
$371K - $383K
|
174K
$8.05M
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7.95K+ 4.67% |
$370K - $382K
|
178K
$8.26M
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7.93K+ 14.88% |
$369K - $381K
|
61.2K
$2.84M
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
7.87KNew |
$366K - $378K
|
7.87K
$365K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.7K+ 46.44% |
$358K - $370K
|
24.3K
$1.12M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.64KNew |
$355K - $367K
|
7.64K
$354K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
7.54K+ 6.23% |
$351K - $363K
|
129K
$5.96M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.5KNew |
$349K - $360K
|
7.5K
$348K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.39K+ 34.48% |
$344K - $355K
|
28.8K
$1.34M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.95K+ 80.38% |
$324K - $334K
|
15.6K
$723K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.89K+ 10.79% |
$320K - $331K
|
70.7K
$3.28M
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
6.69K+ 5.2% |
$311K - $322K
|
135K
$6.28M
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
6.66K+ 2.21% |
$310K - $320K
|
307K
$14.3M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.6K+ 20.06% |
$307K - $317K
|
39.5K
$1.83M
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.18KNew |
$287K - $297K
|
6.18K
$286K
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.16K+ 5.41% |
$287K - $296K
|
120K
$5.57M
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.06K+ 7.49% |
$282K - $291K
|
86.9K
$4.03M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
5.75K+ 1.36% |
$267K - $276K
|
428K
$19.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.68K+ 15.34% |
$264K - $273K
|
42.7K
$1.98M
|