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 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
625
+ 2.42%
$27.9K - $28.7K
26.4K $1.22M
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
625
+ 2.42%
$27.9K - $28.7K
26.4K $1.22M
May 11, 2023 Q1 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
595
+ 1.87%
$26.6K - $27.3K
32.5K $1.51M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
594
+ 0.66%
$26.5K - $27.2K
90.4K $4.19M
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
593
+ 143.24%
$26.5K - $27.2K
1.01K $46.7K
May 04, 2023 Q1 2023
Ifrah Financial Services, Inc.

BUY
 -
592
+ 1.42%
$26.5K - $27.2K
42.3K $1.96M
Apr 20, 2023 Q1 2023
Lvz, Inc.

BUY
 -
531
+ 3.65%
$23.7K - $24.4K
15.1K $699K
May 15, 2023 Q1 2023
Harvest Investment Services, LLC

BUY
 -
521
+ 2.24%
$23.3K - $23.9K
23.8K $1.1M
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
501
+ 10.14%
$22.4K - $23K
5.44K $252K
Jan 24, 2024 Q1 2023
Cedrus LLC

Littleton, CO
BUY
 -
500
+ 7.75%
$22.3K - $22.9K
6.95K $322K
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
405
+ 3.92%
$18.1K - $18.6K
10.7K $498K
Apr 06, 2023 Q1 2023
Aurora Private Wealth, Inc.

BUY
 -
393
+ 0.8%
$17.6K - $18K
49.8K $2.31M
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
385
+ 1.54%
$17.2K - $17.7K
25.4K $1.18M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
376
+ 4.52%
$16.8K - $17.2K
8.7K $403K
May 01, 2023 Q1 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
327
+ 3.88%
$14.6K - $15K
8.75K $406K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
276
+ 2.53%
$12.3K - $12.7K
11.2K $519K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
269
+ 0.65%
$12K - $12.3K
41.4K $1.92M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
250
New
$11.2K - $11.5K
250 $11.6K
Apr 22, 2024 Q1 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
226
New
$10.1K - $10.4K
226 $10.5K
May 08, 2023 Q1 2023
Triumph Capital Management

BUY
 -
214
+ 4.45%
$9.56K - $9.82K
5.02K $233K
May 11, 2023 Q1 2023
Seaview Investment Managers LLC

BUY
 -
212
+ 3.5%
$9.47K - $9.72K
6.28K $291K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
207
+ 1.75%
$9.25K - $9.5K
12K $558K
May 08, 2023 Q1 2023
Lokken Investment Group LLC

BUY
 -
205
+ 0.24%
$9.16K - $9.4K
86.5K $4.01M
May 10, 2023 Q1 2023
Signature Securities Group Corporation

BUY
 -
199
+ 1.9%
$8.89K - $9.13K
10.7K $495K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
195
+ 1.15%
$8.71K - $8.94K
17.1K $793K
Apr 13, 2023 Q1 2023
Edge Rock Capital LLC

BUY
 -
139
+ 3.09%
$6.21K - $6.38K
4.64K $215K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
112
+ 0.14%
$5K - $5.14K
80.4K $3.73M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
105
+ 3.19%
$4.69K - $4.82K
3.4K $157K
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
100
+ 18.35%
$4.47K - $4.59K
645 $29.9K
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
100
+ 18.35%
$4.47K - $4.59K
645 $29.9K
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
98
+ 1.91%
$4.38K - $4.5K
5.24K $243K
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
86
+ 1.42%
$3.84K - $3.94K
6.12K $284K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
80
+ 0.23%
$3.57K - $3.67K
35.5K $1.65M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
80
New
$3.57K - $3.67K
80 $3.71K
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
67
+ 0.44%
$2.99K - $3.07K
15.4K $715K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
54
+ 0.59%
$2.41K - $2.48K
9.18K $426K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
31
New
$1.39K - $1.42K
31 $1.44K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
29
+ 21.8%
$1.3K - $1.33K
162 $7.51K
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
16
+ 0.25%
$715 - $734
6.31K $292K
May 10, 2023 Q1 2023
Purus Wealth Management, LLC

BUY
 -
8
+ 0.05%
$357 - $367
16.5K $763K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
7
+ 0.3%
$313 - $321
2.31K $107K
May 12, 2023 Q1 2023
Clear Street Markets LLC

BUY
 -
1
New
$44.7 - $45.9
1 $46.4
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1
+ 1.43%
$44.7 - $45.9
71 $3.29K
Apr 28, 2023 Q1 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-3
- 8.57%
$134 - $138
32 $1.48K
Apr 21, 2023 Q1 2023
Global Assets Advisory, LLC

Orlando, FL
SELL
 -
-4
- 0.03%
$179 - $183
11.7K $542K
Apr 11, 2023 Q1 2023
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-10
- 0.13%
$447 - $459
7.72K $358K
May 11, 2023 Q1 2023
Investors Research Corp

SELL
 -
-12
- 0.03%
$536 - $550
35.4K $1.64M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
SELL
 -
-14
- 93.33%
$626 - $642
1 $46.4
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-21
- 16.94%
$938 - $963
103 $4.78K

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