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 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-570Closed |
$25.1K - $27.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-573- 8.44% |
$25.3K - $27.2K
|
6.22K
$288K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-577- 1.59% |
$25.4K - $27.4K
|
35.7K
$1.65M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-634- 0.19% |
$28K - $30.1K
|
326K
$15.1M
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-740- 2.42% |
$32.6K - $35.1K
|
29.8K
$1.38M
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-740- 3.01% |
$32.6K - $35.1K
|
23.8K
$1.1M
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-791- 1.28% |
$34.9K - $37.6K
|
61.1K
$2.83M
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-861Closed |
$38K - $40.9K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-869- 32.15% |
$38.3K - $41.3K
|
1.83K
$85K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-884- 8.33% |
$39K - $42K
|
9.73K
$451K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-918Closed |
$40.5K - $43.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1K- 12.5% |
$44.1K - $47.5K
|
7K
$325K
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.06K- 7.02% |
$46.7K - $50.3K
|
14K
$651K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.28K- 2.56% |
$56.5K - $60.8K
|
48.7K
$2.26M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.31K- 12.75% |
$57.6K - $62K
|
8.93K
$414K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.31K- 17.46% |
$57.7K - $62.2K
|
6.19K
$287K
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.45K- 2.36% |
$63.7K - $68.6K
|
59.8K
$2.77M
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.53K- 7.25% |
$67.4K - $72.5K
|
19.5K
$906K
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-1.58K- 0.44% |
$69.7K - $75.1K
|
355K
$16.5M
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.59K- 2.77% |
$70.2K - $75.6K
|
55.9K
$2.59M
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.68K- 1.23% |
$74.2K - $79.9K
|
135K
$6.28M
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-1.88K- 46.0% |
$82.7K - $89K
|
2.2K
$102K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.04K- 9.64% |
$89.8K - $96.7K
|
19.1K
$885K
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.04K- 1.0% |
$89.8K - $96.7K
|
202K
$9.37M
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.38K- 34.55% |
$105K - $113K
|
4.51K
$209K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.6K- 0.4% |
$114K - $123K
|
643K
$29.8M
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.64K- 10.79% |
$116K - $125K
|
21.8K
$1.01M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.82K- 5.11% |
$124K - $134K
|
52.4K
$2.43M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.86K- 6.25% |
$126K - $136K
|
42.8K
$1.99M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.01K- 93.57% |
$133K - $143K
|
207
$9.6K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.21K- 49.52% |
$142K - $153K
|
3.28K
$152K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.27K- 10.75% |
$144K - $155K
|
27.2K
$1.26M
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.38K- 7.72% |
$149K - $160K
|
40.3K
$1.87M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.38K- 19.72% |
$149K - $161K
|
13.8K
$638K
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-3.73KClosed |
$164K - $177K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.74KClosed |
$165K - $178K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-3.79K- 4.82% |
$167K - $180K
|
74.9K
$3.47M
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.83K- 38.43% |
$169K - $182K
|
6.14K
$285K
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4KClosed |
$176K - $190K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-4.35KClosed |
$192K - $206K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.6KClosed |
$203K - $218K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.71KClosed |
$207K - $223K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.13K- 5.08% |
$226K - $244K
|
95.8K
$4.44M
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.2KClosed |
$229K - $247K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.51KClosed |
$243K - $261K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-5.59KClosed |
$247K - $265K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.68K- 2.11% |
$250K - $269K
|
264K
$12.2M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.68K- 14.59% |
$250K - $270K
|
33.2K
$1.54M
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.95KClosed |
$262K - $283K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5.97K- 4.75% |
$263K - $283K
|
120K
$5.55M
|