Purchases and Sales Made in Q1 2023 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 2023. 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 17, 2023 Q1 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
318K
+ 81.84%
$14.2M - $14.6M
706K $32.7M
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
179K
+ 76.35%
$8M - $8.22M
414K $19.2M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
155K
+ 56.02%
$6.94M - $7.13M
433K $20.1M
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
152K
+ 92.41%
$6.79M - $6.97M
316K $14.7M
May 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
138K
New
$6.17M - $6.33M
138K $6.4M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
104K
+ 95.63%
$4.66M - $4.79M
214K $9.9M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
102K
+ 19.39%
$4.54M - $4.66M
626K $29M
May 03, 2023 Q1 2023
Presidio Capital Management, LLC

BUY
 -
101K
New
$4.53M - $4.66M
101K $4.71M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
101K
New
$4.53M - $4.65M
101K $4.7M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
80.3K
New
$3.59M - $3.68M
80.3K $3.72M
Apr 26, 2023 Q1 2023
Pinnacle Wealth Management Group, Inc.

BUY
 -
71K
New
$3.17M - $3.25M
71K $3.29M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
70.9K
+ 3.24%
$3.17M - $3.25M
2.26M $105M
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
58.5K
+ 14.82%
$2.62M - $2.69M
454K $21M
Apr 14, 2023 Q1 2023
Welch & Forbes LLC

BUY
 -
52K
+ 11.46%
$2.32M - $2.39M
506K $23.5M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
40.7K
+ 117.45%
$1.82M - $1.87M
75.4K $3.5M
May 03, 2023 Q1 2023
Adams Wealth Management

BUY
 -
40.4K
+ 404.14%
$1.81M - $1.85M
50.4K $2.34M
May 30, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
33.8K
New
$1.51M - $1.55M
33.8K $1.57M
Apr 11, 2023 Q1 2023
Paradigm Financial Partners, LLC

BUY
 -
31.9K
+ 18.89%
$1.43M - $1.46M
201K $9.32M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
31.5K
+ 5.97%
$1.41M - $1.44M
558K $25.9M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
27.6K
+ 3.64%
$1.23M - $1.27M
787K $36.5M
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
27.6K
+ 106.0%
$1.23M - $1.26M
53.6K $2.48M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
23.4K
New
$1.04M - $1.07M
23.4K $1.08M
Apr 19, 2023 Q1 2023
Midwest Heritage Bank, Fsb

BUY
 -
22.4K
+ 31.43%
$1M - $1.03M
93.7K $4.34M
May 05, 2023 Q1 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
22.1K
+ 95.03%
$986K - $1.01M
45.3K $2.1M
May 10, 2023 Q1 2023
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
20.9K
+ 242.8%
$933K - $958K
29.5K $1.37M
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
20.9K
+ 242.8%
$933K - $958K
29.5K $1.37M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
20K
New
$893K - $917K
20K $927K
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
19.6K
+ 52.53%
$875K - $898K
56.9K $2.64M
Apr 19, 2023 Q1 2023
Wt Wealth Management

BUY
 -
18.9K
+ 15.82%
$846K - $869K
139K $6.43M
Apr 18, 2023 Q1 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
18.3K
New
$815K - $837K
18.3K $846K
Apr 11, 2023 Q1 2023
Tl Private Wealth

BUY
 -
17.1K
+ 4.19%
$765K - $786K
426K $19.7M
May 11, 2023 Q1 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
16.4K
New
$731K - $751K
16.4K $759K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
15.9K
+ 34.65%
$710K - $729K
61.8K $2.86M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
15.5K
New
$694K - $713K
15.5K $721K
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
15.2K
New
$677K - $695K
15.2K $703K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
13.7K
+ 2636.68%
$610K - $626K
14.2K $657K
Apr 18, 2023 Q1 2023
Tanager Wealth Management LLP

BUY
 -
12.7K
+ 3.16%
$565K - $581K
413K $19.2M
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
12.6K
+ 106.73%
$561K - $576K
24.3K $1.13M
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
12.5K
New
$557K - $572K
12.5K $578K
May 04, 2023 Q1 2023
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
11.9K
+ 21.34%
$534K - $548K
67.9K $3.15M
May 26, 2023 Q1 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
11K
New
$492K - $505K
11K $510K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
10.7K
+ 7.6%
$478K - $491K
152K $7.03M
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
10.4K
+ 2.5%
$465K - $477K
427K $19.8M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
9.73K
+ 35.31%
$435K - $446K
37.3K $1.73M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
9.38K
+ 12.82%
$419K - $430K
82.6K $3.83M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
9.18K
+ 273.11%
$410K - $421K
12.5K $582K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
8.94K
+ 42.79%
$399K - $410K
29.8K $1.38M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
8.68K
+ 26.78%
$388K - $398K
41.1K $1.91M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
8.44K
+ 17.3%
$377K - $387K
57.2K $2.65M

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