Purchases and Sales Made in Q2 2020 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 Q2 2020. 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
Jul 31, 2020 Q2 2020
Kovack Advisors, Inc.

BUY
 -
1.5K
+ 1.58%
$62.7K - $69.5K
96.7K $4.48M
Aug 05, 2020 Q2 2020
Ifp Advisors, Inc

BUY
 -
1.05K
+ 13.58%
$43.9K - $48.6K
8.78K $407K
Aug 06, 2020 Q2 2020
Steward Partners Investment Advisory, LLC

BUY
 -
1.01K
+ 1.53%
$42K - $46.6K
66.5K $3.09M
Jul 13, 2020 Q2 2020
Rvw Wealth, LLC

BUY
 -
953
+ 3.15%
$39.8K - $44.1K
31.2K $1.45M
Jul 30, 2020 Q2 2020
American Financial Advisors, LLC

BUY
 -
875
+ 0.21%
$36.6K - $40.5K
413K $19.1M
Jul 16, 2020 Q2 2020
Clear Creek Financial Management, LLC

BUY
 -
841
+ 4.33%
$35.1K - $38.9K
20.3K $940K
Aug 06, 2020 Q2 2020
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
800
+ 0.91%
$33.4K - $37K
89K $4.12M
Aug 14, 2020 Q2 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
662
New
$27.7K - $30.7K
662 $30.7K
Aug 05, 2020 Q2 2020
Mutual Advisors, LLC

Casper, WY
BUY
 -
623
+ 6.78%
$26K - $28.8K
9.81K $455K
Aug 14, 2020 Q2 2020
Keel Point, LLC

Huntsville, AL
BUY
 -
461
+ 5.68%
$19.3K - $21.3K
8.58K $398K
Jul 28, 2020 Q2 2020
Davenport & CO LLC

BUY
 -
272
+ 1.87%
$11.4K - $12.6K
14.8K $687K
Aug 11, 2020 Q2 2020
Pacific Capital Wealth Advisors, Inc

BUY
 -
218
+ 0.38%
$9.11K - $10.1K
57.3K $2.66M
Aug 14, 2020 Q2 2020
Northwestern Mutual Wealth Management CO

BUY
 -
200
New
$8.36K - $9.26K
200 $9.27K
Aug 17, 2020 Q2 2020
Private Advisor Group, LLC

BUY
 -
164
+ 1.25%
$6.85K - $7.59K
13.3K $616K
Aug 06, 2020 Q2 2020
Wealthpoint, LLC

BUY
 -
47
+ 0.96%
$1.96K - $2.18K
4.95K $230K
Jul 13, 2020 Q2 2020
Dfpg Investments, LLC

BUY
 -
27
+ 0.42%
$1.13K - $1.25K
6.38K $296K
Jul 31, 2020 Q2 2020
Flagship Harbor Advisors, LLC

BUY
 -
18
+ 25.35%
$752 - $833
89 $4.13K
Jul 24, 2020 Q2 2020
Allworth Financial LP

BUY
 -
4
+ 0.96%
$167 - $185
420 $19.5K
Aug 06, 2020 Q2 2020
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
3
+ 0.27%
$125 - $139
1.1K $51.1K
Aug 13, 2020 Q2 2020
Archer Investment Corp

BUY
 -
3
+ 1.12%
$125 - $139
272 $12.6K
Aug 11, 2020 Q2 2020
Assetmark, Inc

SELL
 -
-15
- 29.41%
$627 - $695
36 $1.67K
Aug 12, 2020 Q2 2020
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-31
Closed
$1.3K - $1.44K
0 $0
Aug 13, 2020 Q2 2020
Equitable Holdings, Inc.

New York, NY
SELL
 -
-44
- 0.7%
$1.84K - $2.04K
6.22K $288K
Jul 08, 2020 Q2 2020
Trinity Legacy Partners, LLC

SELL
 -
-45
- 0.06%
$1.88K - $2.08K
79.4K $3.68M
Aug 12, 2020 Q2 2020
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-50
- 0.96%
$2.09K - $2.32K
5.18K $240K
Jul 10, 2020 Q2 2020
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-118
- 14.17%
$4.93K - $5.46K
715 $33.1K
Jul 20, 2020 Q2 2020
Valeo Financial Advisors, LLC

SELL
 -
-160
- 62.99%
$6.69K - $7.41K
94 $4.36K
Aug 14, 2020 Q2 2020
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-191
- 14.49%
$7.98K - $8.84K
1.13K $52.2K
Jul 17, 2020 Q2 2020
Salomon & Ludwin, LLC

SELL
 -
-198
Closed
$8.27K - $9.17K
0 $0
Aug 10, 2020 Q2 2020
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-200
- 11.11%
$8.36K - $9.26K
1.6K $74.2K
Aug 14, 2020 Q2 2020
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-279
- 1.1%
$11.7K - $12.9K
25K $1.16M
Aug 13, 2020 Q2 2020
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-316
- 5.85%
$13.2K - $14.6K
5.09K $236K
Aug 05, 2020 Q2 2020
Beaumont Financial Partners, LLC

SELL
 -
-325
- 5.21%
$13.6K - $15K
5.92K $274K
Aug 14, 2020 Q2 2020
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-351
- 55.98%
$14.7K - $16.3K
276 $12.8K
Aug 12, 2020 Q2 2020
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-387
Closed
$16.2K - $17.9K
0 $0
Aug 12, 2020 Q2 2020
Stone X Group Inc.

SELL
 -
-390
- 3.22%
$16.3K - $18.1K
11.7K $543K
Jul 16, 2020 Q2 2020
Raymond James Trust N.A.

SELL
 -
-400
- 7.47%
$16.7K - $18.5K
4.95K $230K
Aug 12, 2020 Q2 2020
Blair William & CO

Chicago, IL
SELL
 -
-400
Closed
$16.7K - $18.5K
0 $0
Jul 29, 2020 Q2 2020
Koshinski Asset Management, Inc.

SELL
 -
-470
- 2.37%
$19.6K - $21.8K
19.4K $899K
Aug 06, 2020 Q2 2020
Darwin Advisors, LLC

SELL
 -
-472
Closed
$19.7K - $21.9K
0 $0
Jul 27, 2020 Q2 2020
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-525
- 5.46%
$21.9K - $24.3K
9.1K $422K
Aug 05, 2020 Q2 2020
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-592
- 1.51%
$24.7K - $27.4K
38.5K $1.79M
Aug 07, 2020 Q2 2020
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-638
- 11.23%
$26.7K - $29.5K
5.04K $234K
Jul 17, 2020 Q2 2020
Cambridge Advisors Inc.

SELL
 -
-650
- 7.75%
$27.2K - $30.1K
7.73K $359K
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-696
Closed
$29.1K - $32.2K
0 $0
Jul 29, 2020 Q2 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-696
Closed
$29.1K - $32.2K
0 $0
Aug 10, 2020 Q2 2020
Ifg Advisory, LLC

SELL
 -
-705
- 4.67%
$29.5K - $32.6K
14.4K $667K
Aug 07, 2020 Q2 2020
Us Bancorp \De\

SELL
 -
-839
- 25.06%
$35.1K - $38.8K
2.51K $116K
Aug 06, 2020 Q2 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-1.01K
Closed
$42.2K - $46.8K
0 $0

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