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 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 1.7% |
$183 - $186
|
239
$11.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.63% |
$45.8 - $46.4
|
160
$7.42K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1- 0.01% |
$45.8 - $46.4
|
6.75K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2- 0.02% |
$91.6 - $92.8
|
8.81K
$408K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14- 0.23% |
$641 - $650
|
6.04K
$280K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-15- 0.11% |
$687 - $696
|
13.6K
$632K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-22- 0.26% |
$1.01K - $1.02K
|
8.36K
$387K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-35- 0.24% |
$1.6K - $1.62K
|
14.7K
$679K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40- 0.13% |
$1.83K - $1.86K
|
30.4K
$1.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-43- 38.05% |
$1.97K - $2K
|
70
$3.25K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-50- 0.68% |
$2.29K - $2.32K
|
7.28K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-51- 0.03% |
$2.34K - $2.37K
|
149K
$6.92M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-52Closed |
$2.38K - $2.41K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-53- 0.81% |
$2.43K - $2.46K
|
6.52K
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-54- 0.6% |
$2.47K - $2.51K
|
8.93K
$414K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-69- 18.45% |
$3.16K - $3.2K
|
305
$14.1K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-100- 1.37% |
$4.58K - $4.64K
|
7.19K
$333K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-102- 0.85% |
$4.67K - $4.73K
|
11.9K
$551K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-116- 0.31% |
$5.31K - $5.38K
|
37.5K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-142- 1.02% |
$6.5K - $6.59K
|
13.8K
$637K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-143- 56.75% |
$6.55K - $6.64K
|
109
$5.05K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-158- 2.85% |
$7.24K - $7.33K
|
5.39K
$250K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-165- 0.89% |
$7.56K - $7.66K
|
18.3K
$849K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-202- 0.85% |
$9.25K - $9.37K
|
23.6K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-212- 42.48% |
$9.71K - $9.84K
|
287
$13.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-250- 4.12% |
$11.5K - $11.6K
|
5.82K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-296- 1.66% |
$13.6K - $13.7K
|
17.5K
$811K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-334- 3.02% |
$15.3K - $15.5K
|
10.7K
$497K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-402- 5.26% |
$18.4K - $18.7K
|
7.24K
$336K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-410- 9.61% |
$18.8K - $19K
|
3.86K
$179K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-432- 22.43% |
$19.8K - $20K
|
1.49K
$69.3K
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-470- 0.37% |
$21.5K - $21.8K
|
127K
$5.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-503- 5.77% |
$23K - $23.3K
|
8.22K
$381K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-503- 1.69% |
$23K - $23.3K
|
29.3K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-533- 4.35% |
$24.4K - $24.7K
|
11.7K
$543K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-538- 4.36% |
$24.6K - $25K
|
11.8K
$547K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-584- 8.53% |
$26.7K - $27.1K
|
6.26K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-608- 10.27% |
$27.8K - $28.2K
|
5.31K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-622- 0.8% |
$28.5K - $28.9K
|
77K
$3.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-632- 11.34% |
$28.9K - $29.3K
|
4.94K
$229K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-635- 5.13% |
$29.1K - $29.5K
|
11.7K
$544K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-652- 10.03% |
$29.9K - $30.3K
|
5.85K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-662- 12.13% |
$30.3K - $30.7K
|
4.8K
$222K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-689- 5.34% |
$31.6K - $32K
|
12.2K
$566K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-705- 2.2% |
$32.3K - $32.7K
|
31.3K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-712- 14.14% |
$32.6K - $33K
|
4.32K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-787- 5.25% |
$36K - $36.5K
|
14.2K
$658K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-789- 20.42% |
$36.1K - $36.6K
|
3.07K
$143K
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-803- 11.34% |
$36.8K - $37.3K
|
6.28K
$291K
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-865- 1.63% |
$39.6K - $40.1K
|
52.1K
$2.42M
|