Purchases and Sales Made in Q1 2025 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q1 2025. 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 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
66.8K+ 25.99% |
$3.05M - $3.11M
|
324K
$14.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.1K+ 19.4% |
$1.83M - $1.86M
|
247K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.6K+ 61.27% |
$1.44M - $1.47M
|
83.3K
$3.78M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 20.08% |
$923K - $940K
|
121K
$5.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20.1K+ 5.46% |
$918K - $935K
|
388K
$17.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.1K+ 7.84% |
$645K - $656K
|
194K
$8.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
11.2K+ 63.3% |
$510K - $520K
|
28.8K
$1.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
10.7K+ 10.08% |
$488K - $497K
|
117K
$5.3M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.75K+ 6.07% |
$354K - $360K
|
135K
$6.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
6.24K+ 4.58% |
$285K - $290K
|
142K
$6.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.75K+ 25.63% |
$217K - $221K
|
23.3K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.59KNew |
$209K - $213K
|
4.59K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.75K+ 125100.0% |
$171K - $174K
|
3.76K
$171K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.31K+ 5.18% |
$151K - $154K
|
67.3K
$3.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.95K+ 5.26% |
$135K - $137K
|
59.1K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.28K+ 12.21% |
$58.5K - $59.6K
|
11.8K
$535K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.24K+ 8.11% |
$56.5K - $57.5K
|
16.5K
$749K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.11K+ 15.97% |
$50.9K - $51.8K
|
8.09K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
994+ 1.88% |
$45.4K - $46.2K
|
53.8K
$2.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
958+ 1.73% |
$43.7K - $44.5K
|
56.4K
$2.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
552+ 0.93% |
$25.2K - $25.7K
|
60K
$2.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
475+ 8.11% |
$21.7K - $22.1K
|
6.34K
$288K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
370+ 8.16% |
$16.9K - $17.2K
|
4.9K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
208+ 0.82% |
$9.5K - $9.67K
|
25.7K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
87+ 0.69% |
$3.97K - $4.04K
|
12.7K
$576K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23+ 0.06% |
$1.05K - $1.07K
|
37.5K
$1.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
22+ 0.23% |
$1K - $1.02K
|
9.44K
$428K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$91.3 - $93
|
18.5K
$839K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.13% |
$45.7 - $46.5
|
774
$35.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-87- 0.04% |
$3.97K - $4.04K
|
248K
$11.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-108- 0.36% |
$4.93K - $5.02K
|
30.3K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-170- 1.31% |
$7.76K - $7.9K
|
12.8K
$581K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-226- 4.24% |
$10.3K - $10.5K
|
5.1K
$232K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-297- 2.76% |
$13.6K - $13.8K
|
10.5K
$476K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-385- 2.03% |
$17.6K - $17.9K
|
18.6K
$845K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-812- 13.37% |
$37.1K - $37.7K
|
5.26K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-856- 13.36% |
$39.1K - $39.8K
|
5.55K
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-958- 2.3% |
$43.7K - $44.5K
|
40.7K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.09K- 2.87% |
$49.6K - $50.5K
|
36.8K
$1.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.59K- 4.74% |
$164K - $167K
|
72.1K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-4.9K- 13.41% |
$223K - $228K
|
31.6K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.14K- 88.61% |
$371K - $378K
|
1.05K
$47.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
SELL
|
- |
-11.1K- 2.38% |
$507K - $516K
|
456K
$20.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-13.4K- 68.91% |
$614K - $625K
|
6.07K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-21.8K- 36.05% |
$996K - $1.01M
|
38.7K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.4K- 27.18% |
$1.25M - $1.27M
|
73.4K
$3.33M
|