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
May 13, 2022 Q1 2022
Assetmark, Inc

SELL
 -
-522
- 3.2%
$24.3K - $25.1K
15.8K $733K
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

SELL
 -
-550
- 3.05%
$25.6K - $26.4K
17.5K $810K
Apr 22, 2022 Q1 2022
Purus Wealth Management, LLC

SELL
 -
-552
- 3.24%
$25.7K - $26.5K
16.5K $764K
May 05, 2022 Q1 2022
Larson Financial Group LLC

SELL
 -
-600
- 75.38%
$27.9K - $28.8K
196 $9.09K
May 13, 2022 Q1 2022
Outlook Wealth Advisors, LLC

SELL
 -
-614
- 1.98%
$28.6K - $29.5K
30.4K $1.41M
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-641
- 3.65%
$29.8K - $30.8K
16.9K $784K
Apr 15, 2022 Q1 2022
Colorado Capital Management, Inc.

SELL
 -
-678
- 0.64%
$31.5K - $32.6K
105K $4.85M
Apr 27, 2022 Q1 2022
Vestmark Advisory Solutions, Inc.

SELL
 -
-731
- 4.09%
$34K - $35.1K
17.2K $795K
Apr 29, 2022 Q1 2022
Columbia Advisory Partners LLC

SELL
 -
-773
- 11.24%
$36K - $37.2K
6.11K $283K
May 11, 2022 Q1 2022
State Of Tennessee, Treasury Department

Nashville, TN
SELL
 -
-890
- 12.36%
$41.4K - $42.8K
6.31K $293K
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-968
- 98.17%
$45K - $46.5K
18 $834
Nov 14, 2024 Q1 2022
Plotkin Financial Advisors, LLC

Chevy Chase, MD
SELL
 -
-1.07K
- 8.41%
$49.8K - $51.5K
11.7K $541K
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-1.08K
Closed
$50.3K - $52K
0 $0
Apr 12, 2022 Q1 2022
Private Trust CO Na

SELL
 -
-1.18K
- 10.33%
$54.9K - $56.7K
10.2K $475K
Apr 22, 2022 Q1 2022
Concorde Asset Management, LLC

SELL
 -
-1.29K
- 18.93%
$59.8K - $61.8K
5.51K $255K
Apr 26, 2022 Q1 2022
Center For Asset Management LLC

SELL
 -
-1.31K
- 23.18%
$61K - $63.1K
4.35K $202K
May 06, 2022 Q1 2022
Retirement Group, LLC

SELL
 -
-1.32K
- 6.17%
$61.2K - $63.2K
20K $927K
May 10, 2022 Q1 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
SELL
 -
-1.4K
- 25.93%
$65.1K - $67.3K
4K $185K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

SELL
 -
-1.53K
- 1.07%
$71.2K - $73.6K
141K $6.55M
Apr 27, 2022 Q1 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-1.54K
- 36.27%
$71.6K - $73.9K
2.7K $125K
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-1.71K
Closed
$79.4K - $82.1K
0 $0
May 11, 2022 Q1 2022
Wintrust Investments LLC

Chicago, IL
SELL
 -
-1.87K
- 21.56%
$86.8K - $89.7K
6.79K $315K
May 04, 2022 Q1 2022
Ifg Advisory, LLC

SELL
 -
-2.19K
- 5.32%
$102K - $105K
38.9K $1.8M
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-2.21K
Closed
$103K - $106K
0 $0
May 12, 2022 Q1 2022
Private Portfolio Partners LLC

SELL
 -
-2.23K
- 5.92%
$104K - $107K
35.4K $1.64M
Mar 14, 2023 Q1 2022
Private Portfolio Partners LLC

SELL
 -
-2.23K
- 5.92%
$104K - $107K
35.4K $1.64M
May 16, 2022 Q1 2022
Kovack Advisors, Inc.

SELL
 -
-2.33K
- 2.42%
$108K - $112K
94K $4.36M
Apr 20, 2022 Q1 2022
Octavia Wealth Advisors, LLC

SELL
 -
-2.4K
- 1.07%
$111K - $115K
221K $10.3M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-2.4K
- 11.31%
$112K - $115K
18.8K $873K
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-2.59K
Closed
$120K - $124K
0 $0
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

SELL
 -
-2.6K
- 19.69%
$121K - $125K
10.6K $492K
Apr 27, 2022 Q1 2022
Wespac Advisors, LLC

SELL
 -
-2.74K
- 9.04%
$128K - $132K
27.6K $1.28M
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-2.77K
- 21.73%
$129K - $133K
9.97K $462K
May 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-3.71K
- 21.51%
$173K - $178K
13.5K $627K
Apr 18, 2022 Q1 2022
Key Client Fiduciary Advisors, LLC

SELL
 -
-4.07K
- 7.79%
$189K - $196K
48.2K $2.23M
May 10, 2022 Q1 2022
Moloney Securities Asset Management, LLC

SELL
 -
-4.2K
- 18.54%
$195K - $202K
18.4K $855K
Apr 20, 2022 Q1 2022
Advisor Resource Council

SELL
 -
-4.52K
Closed
$210K - $217K
0 $0
Apr 28, 2022 Q1 2022
Alpha Star Capital Management, LLC

SELL
 -
-4.53K
- 37.83%
$211K - $218K
7.44K $345K
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-4.55K
- 9.79%
$212K - $219K
41.9K $1.94M
May 16, 2022 Q1 2022
Bsw Wealth Partners

Boulder, CO
SELL
 -
-4.61K
Closed
$215K - $222K
0 $0
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-4.85K
- 3.24%
$226K - $233K
145K $6.72M
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-5.02K
Closed
$233K - $241K
0 $0
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-5.14K
Closed
$239K - $247K
0 $0
May 09, 2022 Q1 2022
Brown Advisory Securities, LLC

SELL
 -
-5.28K
Closed
$246K - $254K
0 $0
May 06, 2022 Q1 2022
Crabel Capital Management, LLC

Milwaukee, WI
SELL
 -
-5.47K
Closed
$255K - $263K
0 $0
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-5.61K
- 39.46%
$261K - $270K
8.6K $399K
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
SELL
 -
-6.21K
Closed
$289K - $298K
0 $0
May 02, 2022 Q1 2022
Advisory Alpha, LLC

SELL
 -
-6.33K
Closed
$295K - $305K
0 $0
Apr 21, 2022 Q1 2022
Cwm, LLC

SELL
 -
-6.48K
- 2.62%
$301K - $311K
241K $11.2M

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