Purchases and Sales Made in Q1 2024 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q1 2024. 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 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.23K+ 2.16% |
$56.5K - $57.3K
|
58.3K
$2.7M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.23KNew |
$56.1K - $56.8K
|
1.23K
$56.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.19K+ 13.35% |
$54.5K - $55.3K
|
10.1K
$469K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.11K+ 48.47% |
$50.8K - $51.5K
|
3.4K
$157K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.02K+ 2.42% |
$46.8K - $47.4K
|
43.3K
$2.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1K+ 29.32% |
$45.8K - $46.4K
|
4.41K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1KNew |
$45.8K - $46.4K
|
1K
$46.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
833+ 7.25% |
$38.2K - $38.7K
|
12.3K
$571K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
814+ 2.97% |
$37.3K - $37.8K
|
28.2K
$1.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
795+ 6.12% |
$36.4K - $36.9K
|
13.8K
$639K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
711+ 6.27% |
$32.6K - $33K
|
12K
$558K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
703+ 0.91% |
$32.2K - $32.6K
|
77.8K
$3.61M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
681+ 4.06% |
$31.2K - $31.6K
|
17.5K
$810K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
616+ 161.26% |
$28.2K - $28.6K
|
998
$46.3K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
596+ 3.21% |
$27.3K - $27.7K
|
19.2K
$888K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
569+ 5.22% |
$26.1K - $26.4K
|
11.5K
$532K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
547+ 2.17% |
$25.1K - $25.4K
|
25.8K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
522New |
$23.9K - $24.2K
|
522
$24.2K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
485+ 1.38% |
$22.2K - $22.5K
|
35.7K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
475+ 5.9% |
$21.8K - $22K
|
8.53K
$395K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
469+ 1.46% |
$21.5K - $21.8K
|
32.5K
$1.51M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
429+ 6.5% |
$19.6K - $19.9K
|
7.03K
$326K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
401+ 0.42% |
$18.4K - $18.6K
|
94.8K
$4.4M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
375+ 3.0% |
$17.2K - $17.4K
|
12.9K
$597K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
349+ 1.07% |
$16K - $16.2K
|
33K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
314New |
$14.4K - $14.6K
|
314
$14.6K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
242+ 10.74% |
$11.1K - $11.2K
|
2.5K
$116K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
231+ 1.96% |
$10.6K - $10.7K
|
12K
$557K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
145New |
$6.64K - $6.73K
|
145
$6.72K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
114+ 1.84% |
$5.22K - $5.29K
|
6.32K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
113+ 0.72% |
$5.18K - $5.24K
|
15.9K
$738K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
104New |
$4.76K - $4.83K
|
104
$4.82K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
98+ 1.46% |
$4.49K - $4.55K
|
6.83K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
80+ 8.0% |
$3.66K - $3.71K
|
1.08K
$50.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
74+ 0.54% |
$3.39K - $3.43K
|
13.8K
$638K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
70+ 0.06% |
$3.21K - $3.25K
|
122K
$5.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
65+ 0.35% |
$2.98K - $3.02K
|
18.4K
$854K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
64+ 0.4% |
$2.93K - $2.97K
|
16K
$740K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
49+ 0.09% |
$2.24K - $2.27K
|
54.2K
$2.51M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
39+ 1.16% |
$1.79K - $1.81K
|
3.4K
$158K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34+ 178.95% |
$1.56K - $1.58K
|
53
$2.46K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
31+ 0.14% |
$1.42K - $1.44K
|
21.7K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
29+ 0.58% |
$1.33K - $1.35K
|
5K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
28+ 0.54% |
$1.28K - $1.3K
|
5.22K
$242K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23+ 0.28% |
$1.05K - $1.07K
|
8.37K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20New |
$916 - $928
|
20
$927
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
17+ 0.24% |
$779 - $789
|
7.07K
$328K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 0.84% |
$321 - $325
|
836
$38.8K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5+ 0.1% |
$229 - $232
|
5.24K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4+ 2.48% |
$183 - $186
|
165
$7.65K
|