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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-900- 1.88% |
$41.2K - $41.8K
|
47K
$2.18M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-905- 6.79% |
$41.4K - $42K
|
12.4K
$576K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-935- 1.24% |
$42.8K - $43.4K
|
74.6K
$3.46M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-972- 5.04% |
$44.5K - $45.1K
|
18.3K
$850K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.07K- 18.71% |
$48.9K - $49.5K
|
4.64K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.08K- 13.31% |
$49.5K - $50.2K
|
7.04K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.19K- 16.52% |
$54.6K - $55.4K
|
6.03K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 1.77% |
$54.8K - $55.5K
|
66.3K
$3.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.22K- 24.71% |
$55.9K - $56.7K
|
3.72K
$172K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 8.7% |
$57.2K - $58K
|
13.1K
$608K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.26K- 12.8% |
$57.6K - $58.3K
|
8.57K
$397K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 2.0% |
$57.7K - $58.4K
|
61.6K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.39K- 1.08% |
$63.7K - $64.5K
|
127K
$5.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.54K- 6.11% |
$70.3K - $71.2K
|
23.6K
$1.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.57K- 98.24% |
$71.7K - $72.6K
|
28
$1.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.69K- 11.61% |
$77.2K - $78.2K
|
12.8K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.76K- 22.37% |
$80.4K - $81.5K
|
6.09K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.01K- 27.71% |
$92.1K - $93.3K
|
5.25K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.17K- 28.06% |
$99.6K - $101K
|
5.58K
$258K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.31K- 12.07% |
$106K - $107K
|
16.8K
$779K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.4K- 4.59% |
$110K - $111K
|
49.9K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.5KClosed |
$114K - $116K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.54K- 18.57% |
$116K - $118K
|
11.1K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.6K- 4.01% |
$119K - $121K
|
62.2K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Little Harbor Advisors, LLC
|
SELL
|
- |
-2.65K- 1.96% |
$121K - $123K
|
133K
$6.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.68K- 27.95% |
$123K - $124K
|
6.9K
$320K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.82K- 8.49% |
$129K - $131K
|
30.4K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.02K- 6.78% |
$138K - $140K
|
41.5K
$1.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.31K- 11.3% |
$152K - $154K
|
26K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.49K- 14.05% |
$160K - $162K
|
21.4K
$991K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.51K- 17.96% |
$161K - $163K
|
16.1K
$744K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.73K- 22.93% |
$171K - $173K
|
12.5K
$581K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.87K- 42.08% |
$177K - $180K
|
5.33K
$247K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 3.62% |
$178K - $180K
|
103K
$4.79M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.89K- 10.51% |
$178K - $181K
|
33.1K
$1.54M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.94K- 13.85% |
$181K - $183K
|
24.5K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4.04K- 22.62% |
$185K - $187K
|
13.8K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.76K- 5.89% |
$218K - $221K
|
76.1K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.85K- 12.91% |
$222K - $225K
|
32.7K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.19K- 1.49% |
$238K - $241K
|
343K
$15.9M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.62K- 23.63% |
$258K - $261K
|
18.2K
$842K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.85K- 34.39% |
$268K - $271K
|
11.2K
$517K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-6.1K- 49.4% |
$279K - $283K
|
6.24K
$289K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.51K- 7.85% |
$298K - $302K
|
76.4K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.68K- 17.43% |
$306K - $310K
|
31.6K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-6.94K- 13.1% |
$318K - $322K
|
46K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.87K- 8.7% |
$361K - $365K
|
82.6K
$3.83M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.54K- 5.84% |
$391K - $396K
|
138K
$6.39M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.55K- 12.92% |
$392K - $397K
|
57.7K
$2.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-8.68K- 10.39% |
$398K - $403K
|
74.9K
$3.47M
|