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 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16K+ 18.1% |
$705K - $759K
|
104K
$4.84M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
15.9K+ 16.91% |
$701K - $755K
|
110K
$5.1M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
15.4K+ 55.41% |
$679K - $731K
|
43.2K
$2M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15.4K+ 13.77% |
$677K - $729K
|
127K
$5.88M
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
14.8K+ 24.3% |
$654K - $705K
|
75.9K
$3.52M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.6K+ 5.97% |
$600K - $646K
|
241K
$11.2M
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
13.5KNew |
$593K - $639K
|
13.5K
$624K
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
13.4KNew |
$590K - $635K
|
13.4K
$620K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
13.3K+ 85.07% |
$585K - $630K
|
28.9K
$1.34M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
12.9K+ 4.92% |
$568K - $612K
|
275K
$12.7M
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
12.6K+ 14.14% |
$558K - $600K
|
102K
$4.73M
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
12.6K+ 45.7% |
$556K - $599K
|
40.2K
$1.86M
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
12.4K+ 79.72% |
$547K - $589K
|
28K
$1.3M
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11.9K+ 42.83% |
$526K - $566K
|
39.8K
$1.84M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
11.9K+ 377.72% |
$526K - $566K
|
15.1K
$699K
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
11.9K+ 0.89% |
$525K - $565K
|
1.35M
$62.7M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.6K+ 11.57% |
$511K - $550K
|
112K
$5.18M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.5K+ 59.73% |
$506K - $545K
|
30.7K
$1.42M
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
11.3K+ 8.34% |
$498K - $536K
|
147K
$6.8M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.2K+ 127.43% |
$494K - $532K
|
20K
$928K
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
11KNew |
$487K - $524K
|
11K
$512K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11K+ 14.34% |
$483K - $520K
|
87.4K
$4.05M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
10.4K+ 119.74% |
$458K - $493K
|
19.1K
$883K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.3K+ 34.2% |
$456K - $491K
|
40.6K
$1.88M
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10K+ 3.54% |
$443K - $477K
|
293K
$13.6M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.2K+ 563.56% |
$406K - $437K
|
10.8K
$502K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.86K+ 3.42% |
$391K - $421K
|
268K
$12.4M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.22K+ 33.88% |
$363K - $390K
|
32.5K
$1.51M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.98K+ 8.28% |
$352K - $379K
|
104K
$4.84M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.95KNew |
$351K - $378K
|
7.95K
$369K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.59KNew |
$335K - $360K
|
7.59K
$352K
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
7.55K+ 1.63% |
$333K - $359K
|
472K
$21.9M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.53K+ 10.65% |
$332K - $358K
|
78.2K
$3.63M
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
7.48K+ 101.03% |
$330K - $355K
|
14.9K
$690K
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.37KNew |
$325K - $350K
|
7.37K
$342K
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.44K+ 2.94% |
$284K - $306K
|
226K
$10.5M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.4K+ 6.65% |
$282K - $304K
|
103K
$4.76M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.38K+ 7.1% |
$281K - $303K
|
96.2K
$4.46M
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.01KNew |
$265K - $286K
|
6.01K
$279K
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.75K+ 9.92% |
$253K - $273K
|
63.7K
$2.95M
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.55KNew |
$245K - $264K
|
5.55K
$257K
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.52K+ 90.44% |
$244K - $262K
|
11.6K
$539K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5.38K+ 9.41% |
$237K - $255K
|
62.5K
$2.9M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5KNew |
$221K - $238K
|
5K
$232K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
5KNew |
$221K - $237K
|
5K
$232K
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
4.87KNew |
$215K - $231K
|
4.87K
$226K
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.78K+ 6.18% |
$211K - $227K
|
82.2K
$3.81M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.57K+ 20.33% |
$201K - $217K
|
27K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.57K+ 20.33% |
$201K - $217K
|
27K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
4.57KNew |
$201K - $217K
|
4.57K
$212K
|