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 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
472+ 0.42% |
$20.8K - $22.4K
|
114K
$5.26M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
382New |
$16.8K - $18.1K
|
382
$17.7K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
333New |
$14.7K - $15.8K
|
333
$15.4K
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
294New |
$13K - $14K
|
294
$13.6K
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
294+ 3.64% |
$13K - $14K
|
8.38K
$388K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
291+ 3.48% |
$12.8K - $13.8K
|
8.64K
$401K
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
271New |
$12K - $12.9K
|
271
$12.6K
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
225+ 1.93% |
$9.92K - $10.7K
|
11.9K
$551K
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
207+ 2.37% |
$9.13K - $9.83K
|
8.93K
$414K
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
178+ 3.97% |
$7.85K - $8.45K
|
4.66K
$216K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
143+ 0.11% |
$6.31K - $6.79K
|
129K
$5.97M
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
109+ 0.45% |
$4.81K - $5.18K
|
24.3K
$1.13M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100New |
$4.41K - $4.75K
|
100
$4.64K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100New |
$4.41K - $4.75K
|
100
$4.64K
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
97+ 0.96% |
$4.28K - $4.61K
|
10.2K
$473K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
90+ 0.96% |
$3.97K - $4.27K
|
9.43K
$437K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
64+ 1.31% |
$2.82K - $3.04K
|
4.95K
$229K
|
|
Aug 09, 2022
Q2 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
58+ 0.3% |
$2.56K - $2.75K
|
19.1K
$885K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
55+ 0.89% |
$2.43K - $2.61K
|
6.23K
$289K
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
54+ 0.08% |
$2.38K - $2.56K
|
69K
$3.2M
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
54+ 0.97% |
$2.38K - $2.56K
|
5.63K
$261K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
41+ 0.56% |
$1.81K - $1.95K
|
7.4K
$343K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
37New |
$1.63K - $1.76K
|
37
$1.72K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 1400.0% |
$617 - $665
|
15
$695
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
11+ 0.07% |
$485 - $522
|
16.5K
$764K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.18% |
$176 - $190
|
2.29K
$106K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3+ 0.04% |
$132 - $142
|
7.39K
$342K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2- 2.38% |
$88.2 - $95
|
82
$3.8K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 0.41% |
$265 - $285
|
1.47K
$67.9K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-18Closed |
$794 - $855
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-38- 0.48% |
$1.68K - $1.8K
|
7.83K
$363K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54- 0.07% |
$2.38K - $2.56K
|
74.7K
$3.46M
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-56Closed |
$2.47K - $2.66K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-89Closed |
$3.92K - $4.23K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-132- 0.33% |
$5.82K - $6.27K
|
40.2K
$1.86M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-134- 6.16% |
$5.91K - $6.36K
|
2.04K
$94.7K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-155- 19.33% |
$6.84K - $7.36K
|
647
$30K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-295- 21.85% |
$13K - $14K
|
1.06K
$48.9K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-304- 1.67% |
$13.4K - $14.4K
|
17.9K
$828K
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-368- 33.64% |
$16.2K - $17.5K
|
726
$33.7K
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-396- 3.06% |
$17.5K - $18.8K
|
12.5K
$581K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-416- 5.61% |
$18.3K - $19.8K
|
7K
$324K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-423- 2.68% |
$18.7K - $20.1K
|
15.4K
$713K
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-435- 0.19% |
$19.2K - $20.7K
|
230K
$10.7M
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-450- 6.53% |
$19.8K - $21.4K
|
6.44K
$298K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-465- 79.22% |
$20.5K - $22.1K
|
122
$5.66K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-476- 1.89% |
$21K - $22.6K
|
24.8K
$1.15M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-527- 1.45% |
$23.2K - $25K
|
35.9K
$1.66M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-548- 10.39% |
$24.2K - $26K
|
4.73K
$219K
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-552- 6.13% |
$24.3K - $26.2K
|
8.45K
$392K
|