Purchases and Sales Made in Q2 2022 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q2 2022. 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 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.03MNew |
$89.7M - $96.6M
|
2.03M
$94.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
714KNew |
$31.5M - $33.9M
|
714K
$33M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
580KNew |
$25.6M - $27.5M
|
580K
$26.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
451K+ 12.53% |
$19.9M - $21.4M
|
4.05M
$187M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
368K+ 4315.69% |
$16.2M - $17.5M
|
377K
$17.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
314K+ 63.48% |
$13.8M - $14.9M
|
809K
$37.4M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
282K+ 515.63% |
$12.5M - $13.4M
|
337K
$15.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
239K+ 243.8% |
$10.5M - $11.3M
|
337K
$15.6M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
228K+ 3611.57% |
$10M - $10.8M
|
234K
$10.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
189K+ 35.62% |
$8.35M - $8.99M
|
721K
$33.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
133K+ 4.57% |
$5.87M - $6.32M
|
3.05M
$141M
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
115KNew |
$5.07M - $5.46M
|
115K
$5.32M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
88.6K+ 840.35% |
$3.91M - $4.21M
|
99.1K
$4.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
71.9K+ 58.81% |
$3.17M - $3.41M
|
194K
$8.98M
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
67.6K+ 514.5% |
$2.98M - $3.21M
|
80.7K
$3.74M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
51.1KNew |
$2.25M - $2.42M
|
51.1K
$2.36M
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
48.8K+ 9.21% |
$2.15M - $2.32M
|
578K
$26.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47.5K+ 139.61% |
$2.09M - $2.25M
|
81.5K
$3.77M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
44.3KNew |
$1.95M - $2.1M
|
44.3K
$2.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
42.1K+ 19.02% |
$1.86M - $2M
|
264K
$12.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
38.6KNew |
$1.7M - $1.83M
|
38.6K
$1.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
38.1K+ 7.72% |
$1.68M - $1.81M
|
531K
$24.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
37.4K+ 16.45% |
$1.65M - $1.78M
|
265K
$12.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
36.6K+ 425.44% |
$1.61M - $1.74M
|
45.2K
$2.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36.4K+ 43.08% |
$1.61M - $1.73M
|
121K
$5.6M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34.3K+ 43.66% |
$1.51M - $1.63M
|
113K
$5.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34.3K+ 43.66% |
$1.51M - $1.63M
|
113K
$5.22M
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
33.7K+ 4.74% |
$1.48M - $1.6M
|
743K
$34.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.2K+ 112.9% |
$1.46M - $1.58M
|
62.6K
$2.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
32.7KNew |
$1.44M - $1.55M
|
32.7K
$1.51M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31.7KNew |
$1.4M - $1.51M
|
31.7K
$1.47M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
31.2K+ 22.1% |
$1.38M - $1.48M
|
173K
$7.98M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
29.5KNew |
$1.3M - $1.4M
|
29.5K
$1.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28.5K+ 29.9% |
$1.26M - $1.35M
|
124K
$5.72M
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
28.1K+ 4.35% |
$1.24M - $1.34M
|
674K
$31.2M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28K+ 213.08% |
$1.24M - $1.33M
|
41.2K
$1.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.6K+ 7.34% |
$1.22M - $1.31M
|
403K
$18.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
26.7K+ 40.09% |
$1.18M - $1.27M
|
93.4K
$4.32M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
26K+ 9.88% |
$1.15M - $1.24M
|
289K
$13.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
24.4K+ 291.83% |
$1.07M - $1.16M
|
32.7K
$1.51M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23.4K+ 94.45% |
$1.03M - $1.11M
|
48.2K
$2.23M
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
21.8KNew |
$961K - $1.03M
|
21.8K
$1.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
21.7KNew |
$959K - $1.03M
|
21.7K
$1.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
21.7K+ 16.24% |
$956K - $1.03M
|
155K
$7.18M
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
21.6KNew |
$954K - $1.03M
|
21.6K
$1M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.4K+ 29.12% |
$810K - $872K
|
81.4K
$3.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
17.8K+ 17.44% |
$783K - $843K
|
120K
$5.53M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17.2K+ 50.95% |
$757K - $815K
|
50.9K
$2.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
16.5K+ 133.71% |
$729K - $784K
|
28.9K
$1.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16K+ 14.12% |
$706K - $760K
|
129K
$5.98M
|