Purchases and Sales Made in Q1 2022 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 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
Apr 25, 2022 Q1 2022
Bailard, Inc.

BUY
 -
569
+ 0.16%
$26.5K - $27.4K
364K $16.9M
May 06, 2022 Q1 2022
Auxano Advisors, LLC

BUY
 -
560
+ 11.13%
$26.1K - $26.9K
5.59K $259K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
553
+ 21.25%
$25.7K - $26.6K
3.16K $146K
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
480
+ 1.24%
$22.3K - $23.1K
39.3K $1.82M
May 05, 2022 Q1 2022
Cambridge Advisors Inc.

BUY
 -
470
+ 6.78%
$21.9K - $22.6K
7.41K $343K
May 13, 2022 Q1 2022
Ignite Planners, LLC

BUY
 -
386
+ 0.49%
$18K - $18.6K
78.7K $3.65M
May 03, 2022 Q1 2022
Goal Vest Advisory LLC

BUY
 -
380
New
$17.7K - $18.3K
380 $17.6K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
342
+ 74.35%
$15.9K - $16.4K
802 $37.2K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
324
+ 131.71%
$15.1K - $15.6K
570 $26.4K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
237
New
$11K - $11.4K
237 $11K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
215
+ 2.61%
$10K - $10.3K
8.46K $392K
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

BUY
 -
119
+ 2.66%
$5.54K - $5.72K
4.6K $213K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
114
+ 1.33%
$5.3K - $5.48K
8.67K $402K
Apr 14, 2022 Q1 2022
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
106
+ 0.27%
$4.93K - $5.1K
38.8K $1.8M
Jul 28, 2022 Q1 2022
Outlook Wealth Advisors, LLC

BUY
 -
95
+ 0.31%
$4.42K - $4.57K
30.5K $1.42M
May 05, 2022 Q1 2022
Signature Securities Group Corporation

BUY
 -
91
+ 0.91%
$4.23K - $4.38K
10.1K $468K
Nov 13, 2023 Q1 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
84
New
$3.91K - $4.04K
84 $3.89K
May 13, 2022 Q1 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
68
New
$3.16K - $3.27K
68 $3.15K
May 10, 2022 Q1 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
56
New
$2.61K - $2.69K
56 $2.6K
May 25, 2022 Q1 2022
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
51
+ 0.92%
$2.37K - $2.45K
5.57K $258K
May 12, 2022 Q1 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
39
+ 0.8%
$1.81K - $1.88K
4.88K $226K
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
29
+ 3.26%
$1.35K - $1.39K
918 $42.6K
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
20
+ 0.15%
$931 - $962
12.9K $599K
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

BUY
 -
12
+ 0.16%
$558 - $577
7.41K $344K
Apr 12, 2022 Q1 2022
Global Trust Asset Management, LLC

BUY
 -
5
+ 0.16%
$233 - $240
3.22K $149K
May 02, 2022 Q1 2022
Simplex Trading, LLC

SELL
 -
-11
- 11.0%
$512 - $529
89 $4.13K
May 04, 2022 Q1 2022
S.C. Financial Services, Inc.

SELL
 -
-41
- 0.43%
$1.91K - $1.97K
9.43K $437K
Apr 13, 2022 Q1 2022
Cnb Bank

Clearfield, PA
SELL
 -
-43
Closed
$2K - $2.07K
0 $0
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-63
Closed
$2.93K - $3.03K
0 $0
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-65
- 4.23%
$3.02K - $3.13K
1.47K $68.2K
Apr 14, 2022 Q1 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-73
- 1.04%
$3.4K - $3.51K
6.92K $321K
Apr 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

SELL
 -
-95
- 87.96%
$4.42K - $4.57K
13 $603
Jan 02, 2024 Q1 2022
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-130
- 1.42%
$6.05K - $6.25K
9.01K $417K
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-158
- 0.14%
$7.35K - $7.6K
113K $5.24M
May 03, 2022 Q1 2022
Platform Technology Partners

SELL
 -
-175
- 1.29%
$8.14K - $8.41K
13.4K $619K
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-179
- 4.57%
$8.33K - $8.61K
3.74K $173K
May 02, 2022 Q1 2022
Crumly & Associates Inc.

SELL
 -
-187
- 0.55%
$8.7K - $8.99K
33.6K $1.56M
May 11, 2022 Q1 2022
Tradition Wealth Management, LLC

SELL
 -
-201
Closed
$9.35K - $9.66K
0 $0
Apr 13, 2022 Q1 2022
Investors Research Corp

SELL
 -
-250
- 0.68%
$11.6K - $12K
36.4K $1.69M
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

SELL
 -
-271
- 16.72%
$12.6K - $13K
1.35K $62.6K
May 16, 2022 Q1 2022
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-272
- 3.71%
$12.7K - $13.1K
7.06K $327K
Apr 29, 2022 Q1 2022
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-311
- 2.07%
$14.5K - $15K
14.7K $683K
May 16, 2022 Q1 2022
True Link Financial Advisors, LLC

SELL
 -
-320
Closed
$14.9K - $15.4K
0 $0
May 13, 2022 Q1 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-331
- 0.44%
$15.4K - $15.9K
74.9K $3.47M
Apr 29, 2022 Q1 2022
Whittier Trust CO

SELL
 -
-400
Closed
$18.6K - $19.2K
0 $0
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-405
- 2.18%
$18.8K - $19.5K
18.2K $842K
May 16, 2022 Q1 2022
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-414
- 5.31%
$19.3K - $19.9K
7.38K $342K
Apr 21, 2022 Q1 2022
Destiny Wealth Partners, LLC

SELL
 -
-454
Closed
$21.1K - $21.8K
0 $0
May 16, 2022 Q1 2022
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-478
- 5.6%
$22.2K - $23K
8.06K $374K

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