Purchases and Sales Made in Q2 2021 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24K+ 14.92% |
$1.15M - $1.16M
|
185K
$8.57M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.3K+ 33.23% |
$1.11M - $1.12M
|
93.3K
$4.32M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22K+ 234.45% |
$1.05M - $1.06M
|
31.4K
$1.45M
|
|
|
Aug 09, 2021
Q2 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
21.7KNew |
$1.04M - $1.05M
|
21.7K
$1.01M
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
21.4K+ 91.13% |
$1.02M - $1.03M
|
44.9K
$2.08M
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.7K+ 6.33% |
$944K - $952K
|
332K
$15.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19.7K+ 59.12% |
$943K - $951K
|
53.1K
$2.46M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.8K+ 5.42% |
$848K - $856K
|
345K
$16M
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
17.5K+ 43.44% |
$835K - $842K
|
57.7K
$2.67M
|
|
|
Jul 09, 2021
Q2 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
16.9KNew |
$805K - $812K
|
16.9K
$781K
|
|
|
Jul 19, 2021
Q2 2021
|
Astor Investment Management LLC
|
BUY
|
- |
16.1K+ 4.34% |
$768K - $774K
|
386K
$17.9M
|
|
|
Jul 14, 2021
Q2 2021
|
Mjp Associates Inc
|
BUY
|
- |
16K+ 4.91% |
$763K - $770K
|
341K
$15.8M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16K+ 6.27% |
$763K - $769K
|
270K
$12.5M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.9K+ 2.34% |
$759K - $766K
|
694K
$32.2M
|
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15K+ 283.78% |
$719K - $725K
|
20.4K
$944K
|
|
|
Jul 13, 2021
Q2 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
15K+ 31.92% |
$715K - $721K
|
61.8K
$2.87M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.7KNew |
$703K - $709K
|
14.7K
$682K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.5K+ 91.07% |
$691K - $697K
|
30.3K
$1.41M
|
|
|
Jul 26, 2021
Q2 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 16.45% |
$687K - $692K
|
102K
$4.71M
|
|
|
Nov 14, 2024
Q2 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
14.4K+ 87.25% |
$686K - $692K
|
30.8K
$1.43M
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.8KNew |
$613K - $618K
|
12.8K
$595K
|
|
|
Jul 13, 2021
Q2 2021
|
Tl Private Wealth
|
BUY
|
- |
12.5K+ 6.51% |
$599K - $604K
|
205K
$9.51M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.6KNew |
$553K - $558K
|
11.6K
$536K
|
|
|
Jul 20, 2021
Q2 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
11.4K+ 110.0% |
$545K - $549K
|
21.8K
$1.01M
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.1K+ 34.33% |
$531K - $536K
|
43.5K
$2.02M
|
|
|
Aug 10, 2021
Q2 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.8K+ 26.53% |
$515K - $519K
|
51.4K
$2.38M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.67K+ 18.34% |
$462K - $466K
|
62.4K
$2.89M
|
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
BUY
|
- |
9.64KNew |
$461K - $465K
|
9.64K
$447K
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
9.61K+ 22.29% |
$459K - $463K
|
52.7K
$2.44M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
9.23K+ 68.25% |
$441K - $445K
|
22.7K
$1.05M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.02K+ 24.7% |
$431K - $435K
|
45.5K
$2.11M
|
|
|
Aug 13, 2021
Q2 2021
|
Milestone Advisory Partners
|
BUY
|
- |
8.82K+ 2.86% |
$421K - $425K
|
317K
$14.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.61K+ 7.99% |
$411K - $415K
|
116K
$5.39M
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.25K+ 24.44% |
$394K - $398K
|
42K
$1.95M
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.2K+ 14.54% |
$392K - $395K
|
64.6K
$2.99M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.06K+ 34.36% |
$385K - $389K
|
31.5K
$1.46M
|
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
7.8K+ 30.29% |
$373K - $376K
|
33.6K
$1.56M
|
|
|
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
BUY
|
- |
7.79K+ 3.3% |
$372K - $376K
|
244K
$11.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.78KNew |
$372K - $375K
|
7.78K
$360K
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.65KNew |
$365K - $368K
|
7.65K
$354K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.49K+ 1769.98% |
$358K - $361K
|
7.91K
$367K
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.22K+ 8.88% |
$345K - $348K
|
88.4K
$4.1M
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.18K+ 41.17% |
$343K - $346K
|
24.6K
$1.14M
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.18K+ 41.17% |
$343K - $346K
|
24.6K
$1.14M
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.8K+ 22.07% |
$325K - $328K
|
37.6K
$1.74M
|
|
|
Jul 27, 2021
Q2 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
6.8KNew |
$325K - $328K
|
6.8K
$315K
|
|
|
Aug 11, 2021
Q2 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
6.73KNew |
$321K - $324K
|
6.73K
$312K
|
|
|
Aug 02, 2021
Q2 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.68KNew |
$319K - $322K
|
6.68K
$310K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.61K+ 22.41% |
$316K - $319K
|
36.1K
$1.67M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.43K+ 19.03% |
$307K - $310K
|
40.2K
$1.86M
|