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 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
8.39K
New
$375K - $385K
8.39K $389K
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
8.13K
+ 54.76%
$363K - $373K
23K $1.07M
May 15, 2023 Q1 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
8.1K
New
$362K - $372K
8.1K $376K
May 10, 2023 Q1 2023
Flaharty Asset Management, LLC

BUY
 -
7.51K
+ 1.04%
$335K - $344K
732K $33.9M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
7.25K
New
$324K - $333K
7.25K $336K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
7K
+ 47.22%
$313K - $321K
21.8K $1.01M
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
6.97K
+ 25.17%
$311K - $320K
34.6K $1.61M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
6.96K
+ 29.98%
$311K - $319K
30.2K $1.4M
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
6.91K
+ 115.39%
$309K - $317K
12.9K $598K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
6.58K
+ 6.39%
$294K - $302K
110K $5.08M
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
5.57K
+ 21.03%
$249K - $255K
32.1K $1.49M
May 10, 2023 Q1 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
5.52K
+ 31.56%
$247K - $253K
23K $1.07M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.3K
+ 8.94%
$237K - $243K
64.6K $3M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
5.27K
+ 14.3%
$236K - $242K
42.1K $1.95M
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
BUY
 -
5.25K
New
$235K - $241K
5.25K $243K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.19K
New
$232K - $238K
5.19K $241K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
5.14K
New
$230K - $236K
5.14K $238K
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
5.1K
New
$228K - $234K
5.1K $236K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
4.97K
New
$222K - $228K
4.97K $230K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
4.89K
New
$218K - $224K
4.89K $227K
May 15, 2023 Q1 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
4.58K
New
$204K - $210K
4.58K $212K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
4.53K
+ 9.95%
$202K - $208K
50.1K $2.32M
Apr 26, 2023 Q1 2023
Wespac Advisors, LLC

BUY
 -
4.01K
+ 16.16%
$179K - $184K
28.8K $1.34M
May 12, 2023 Q1 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
3.81K
+ 1.81%
$170K - $175K
214K $9.94M
Apr 18, 2023 Q1 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
3.78K
+ 3.27%
$169K - $173K
119K $5.53M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.53K
New
$158K - $162K
3.53K $164K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
3.48K
+ 209.02%
$155K - $159K
5.14K $238K
May 12, 2023 Q1 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
3.06K
+ 24.45%
$137K - $140K
15.6K $722K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
3.06K
+ 18.04%
$137K - $140K
20K $927K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.92K
+ 5.64%
$130K - $134K
54.6K $2.53M
Apr 05, 2023 Q1 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
2.86K
+ 6.72%
$128K - $131K
45.4K $2.1M
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.7K
+ 15.01%
$121K - $124K
20.7K $959K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.69K
New
$120K - $124K
2.69K $125K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2K
+ 2.06%
$89.4K - $91.8K
99.2K $4.6M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1.94K
+ 2.16%
$86.8K - $89.1K
91.9K $4.26M
Apr 06, 2023 Q1 2023
Saxon Interests, Inc.

BUY
 -
1.87K
+ 3.34%
$83.5K - $85.7K
57.8K $2.68M
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.76K
+ 12.75%
$78.6K - $80.7K
15.6K $721K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
1.67K
+ 13.14%
$74.5K - $76.5K
14.4K $666K
Apr 24, 2023 Q1 2023
Cherry Creek Investment Advisors, Inc.

BUY
 -
1.59K
+ 1.06%
$71.1K - $73K
152K $7.03M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
1.27K
+ 15.73%
$56.5K - $58K
9.31K $432K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
1.26K
+ 27.73%
$56.5K - $58K
5.82K $270K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.18K
+ 3.26%
$52.6K - $54K
37.3K $1.73M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.18K
+ 87.44%
$52.6K - $54K
2.52K $117K
Apr 18, 2023 Q1 2023
Hanson & Doremus Investment Management

BUY
 -
993
New
$44.4K - $45.5K
993 $46K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
837
New
$37.4K - $38.4K
837 $38.8K
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
746
+ 8.8%
$33.3K - $34.2K
9.22K $427K
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
727
+ 1.98%
$32.5K - $33.3K
37.5K $1.74M
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
676
+ 3.09%
$30.2K - $31K
22.5K $1.05M
Apr 28, 2023 Q1 2023
Colorado Capital Management, Inc.

BUY
 -
627
+ 0.61%
$28K - $28.8K
103K $4.8M

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