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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.49K+ 20.51% |
$198K - $213K
|
26.4K
$1.22M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.4K+ 12.4% |
$194K - $209K
|
39.8K
$1.85M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.39K+ 12.4% |
$194K - $209K
|
39.8K
$1.85M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.2K+ 5.36% |
$185K - $200K
|
82.7K
$3.83M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.17K+ 11.93% |
$184K - $198K
|
39.2K
$1.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.92K+ 5.65% |
$173K - $186K
|
73.4K
$3.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.67K+ 4.93% |
$162K - $174K
|
78.1K
$3.62M
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.63K+ 19.56% |
$160K - $172K
|
22.2K
$1.03M
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.61K+ 4.15% |
$159K - $171K
|
90.5K
$4.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
3.46K+ 12.64% |
$152K - $164K
|
30.8K
$1.43M
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
3.38K+ 5.94% |
$149K - $161K
|
60.4K
$2.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
3.36K+ 15.77% |
$148K - $159K
|
24.7K
$1.14M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.33K+ 19.8% |
$147K - $158K
|
20.2K
$935K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.31K+ 21.5% |
$146K - $157K
|
18.7K
$867K
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.28K+ 21.51% |
$145K - $156K
|
18.5K
$859K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.25K+ 8.27% |
$143K - $154K
|
42.6K
$1.97M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.23K+ 12.52% |
$142K - $153K
|
29K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.14K+ 29.86% |
$138K - $149K
|
13.6K
$633K
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
3.06K+ 9.11% |
$135K - $145K
|
36.6K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.03K+ 34.63% |
$134K - $144K
|
11.8K
$546K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.89K+ 3.93% |
$127K - $137K
|
76.3K
$3.54M
|
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.87K+ 2.32% |
$126K - $136K
|
126K
$5.85M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.62K+ 9.1% |
$116K - $124K
|
31.4K
$1.46M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
2.54K+ 20.28% |
$112K - $121K
|
15.1K
$698K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.35K+ 12.48% |
$104K - $112K
|
21.2K
$982K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.25K+ 5.28% |
$99.3K - $107K
|
44.9K
$2.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.19KNew |
$96.5K - $104K
|
2.19K
$101K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
2.17K+ 7.93% |
$95.5K - $103K
|
29.5K
$1.37M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
2.03K+ 24.1% |
$89.3K - $96.2K
|
10.4K
$484K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.96K+ 3.16% |
$86.5K - $93.2K
|
64K
$2.97M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.81K+ 5.41% |
$79.8K - $85.9K
|
35.3K
$1.63M
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.7K+ 9.22% |
$75K - $80.7K
|
20.1K
$934K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.61K+ 5.8% |
$70.8K - $76.3K
|
29.3K
$1.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.61K+ 2.12% |
$70.8K - $76.3K
|
77.3K
$3.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.48K+ 5.12% |
$65K - $70K
|
30.3K
$1.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.46K+ 1.4% |
$64.5K - $69.4K
|
106K
$4.92M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.38K+ 6.9% |
$60.8K - $65.5K
|
21.4K
$991K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.31K+ 7.47% |
$57.6K - $62K
|
18.8K
$871K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$51.8K - $55.8K
|
1.18K
$54.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.17K+ 3.01% |
$51.6K - $55.5K
|
40K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 2.83% |
$50.3K - $54.2K
|
41.5K
$1.92M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.11K+ 2.04% |
$49K - $52.8K
|
55.7K
$2.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$44.2K - $47.6K
|
1K
$46.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
812+ 2.81% |
$35.8K - $38.6K
|
29.7K
$1.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
771+ 6.83% |
$34K - $36.6K
|
12.1K
$559K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
631+ 0.44% |
$27.8K - $30K
|
146K
$6.75M
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
620+ 4.36% |
$27.3K - $29.4K
|
14.8K
$688K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
545New |
$24K - $25.9K
|
545
$25.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
545New |
$24K - $25.9K
|
545
$25.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
515+ 6.09% |
$22.7K - $24.5K
|
8.98K
$416K
|