Purchases and Sales Made in Q2 2022 in First Trust Senior Ln Fund (FTSL)

FTSL Quotes by TradingView

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 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-6.07K
- 44.85%
$268K - $288K
7.47K $346K
Aug 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-6.94K
- 8.17%
$306K - $330K
78K $3.62M
Aug 12, 2022 Q2 2022
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-7.06K
Closed
$311K - $335K
0 $0
Aug 04, 2022 Q2 2022
Platform Technology Partners

SELL
 -
-7.15K
- 53.55%
$315K - $340K
6.2K $288K
Jul 27, 2022 Q2 2022
Alpha Star Capital Management, LLC

SELL
 -
-7.44K
Closed
$328K - $353K
0 $0
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

SELL
 -
-7.63K
- 27.06%
$336K - $362K
20.5K $953K
Jul 19, 2022 Q2 2022
Sawtooth Solutions, LLC

SELL
 -
-7.64K
Closed
$337K - $363K
0 $0
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

SELL
 -
-7.67K
- 2.24%
$338K - $364K
336K $15.6M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-8.06K
- 0.96%
$355K - $383K
835K $38.7M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

SELL
 -
-8.09K
Closed
$357K - $384K
0 $0
Jul 27, 2022 Q2 2022
Lvz, Inc.

SELL
 -
-8.26K
- 2.69%
$364K - $392K
299K $13.9M
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-8.43K
- 49.85%
$372K - $400K
8.48K $393K
Jul 26, 2022 Q2 2022
Prw Wealth Management LLC

SELL
 -
-8.92K
- 40.0%
$393K - $424K
13.4K $620K
Jul 20, 2022 Q2 2022
Financial Futures LTD Liability Co.

SELL
 -
-9.15K
Closed
$404K - $435K
0 $0
Jul 13, 2022 Q2 2022
Midwest Heritage Bank, Fsb

SELL
 -
-9.4K
- 11.69%
$414K - $446K
71K $3.29M
Jul 11, 2022 Q2 2022
S.C. Financial Services, Inc.

SELL
 -
-9.43K
Closed
$416K - $448K
0 $0
Aug 12, 2022 Q2 2022
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-9.47K
- 64.34%
$418K - $450K
5.25K $243K
Jul 13, 2022 Q2 2022
Tl Private Wealth

SELL
 -
-10.3K
- 2.22%
$455K - $489K
455K $21.1M
Aug 10, 2022 Q2 2022
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-10.4K
- 45.3%
$459K - $494K
12.6K $582K
Aug 15, 2022 Q2 2022
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-10.9K
Closed
$479K - $516K
0 $0
Jul 28, 2022 Q2 2022
Avestar Capital, LLC

SELL
 -
-11.2K
Closed
$493K - $531K
0 $0
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-12K
- 38.26%
$531K - $572K
19.4K $901K
Aug 11, 2022 Q2 2022
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-12.1K
Closed
$532K - $573K
0 $0
Aug 15, 2022 Q2 2022
Two Sigma Securities, LLC

New York, NY
SELL
 -
-12.6K
Closed
$555K - $597K
0 $0
Aug 12, 2022 Q2 2022
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-12.9K
- 4.5%
$571K - $614K
274K $12.7M
Aug 11, 2022 Q2 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-13.2K
- 17.59%
$581K - $625K
61.7K $2.86M
Jul 18, 2022 Q2 2022
Davenport & CO LLC

SELL
 -
-13.4K
- 35.21%
$593K - $638K
24.7K $1.15M
Aug 15, 2022 Q2 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-13.5K
- 73.74%
$596K - $642K
4.81K $223K
Aug 08, 2022 Q2 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-14K
Closed
$619K - $667K
0 $0
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-15.1K
- 26.74%
$664K - $715K
41.2K $1.91M
Jul 25, 2022 Q2 2022
Mattern Wealth Management LLC

SELL
 -
-15.5K
- 5.66%
$684K - $737K
259K $12M
Jul 28, 2022 Q2 2022
Cwm, LLC

SELL
 -
-15.7K
- 6.52%
$692K - $745K
225K $10.4M
Aug 15, 2022 Q2 2022
Americana Partners, LLC

Houston, TX
SELL
 -
-17.5K
- 43.71%
$771K - $830K
22.5K $1.04M
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-18.1K
- 23.75%
$797K - $859K
58K $2.69M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-18.4K
- 27.81%
$811K - $873K
47.7K $2.21M
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

SELL
 -
-18.8K
- 30.06%
$829K - $893K
43.8K $2.03M
Aug 10, 2022 Q2 2022
Telemus Capital, LLC

SELL
 -
-19.1K
- 4.47%
$844K - $908K
409K $19M
Jul 19, 2022 Q2 2022
Key Client Fiduciary Advisors, LLC

SELL
 -
-19.9K
- 41.26%
$877K - $944K
28.3K $1.31M
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

SELL
 -
-20K
Closed
$883K - $951K
0 $0
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

SELL
 -
-20.4K
- 78.04%
$901K - $970K
5.75K $267K
Jul 26, 2022 Q2 2022
Brendel Financial Advisors LLC

SELL
 -
-21.1K
Closed
$931K - $1M
0 $0
Jul 27, 2022 Q2 2022
Bailard, Inc.

SELL
 -
-21.4K
- 5.86%
$942K - $1.01M
343K $15.9M
Jul 11, 2022 Q2 2022
Mc Naughton Wealth Management, LLC

SELL
 -
-23.5K
- 37.12%
$1.04M - $1.12M
39.9K $1.85M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-27.6K
- 2.86%
$1.22M - $1.31M
938K $43.5M
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-29.7K
- 43.83%
$1.31M - $1.41M
38.1K $1.77M
Aug 12, 2022 Q2 2022
Private Advisory Group LLC

Redmond, WA
SELL
 -
-31.9K
Closed
$1.4M - $1.51M
0 $0
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-32.7K
- 28.02%
$1.44M - $1.55M
84.1K $3.9M
Jul 22, 2022 Q2 2022
First Hawaiian Bank

SELL
 -
-34.2K
- 41.81%
$1.51M - $1.63M
47.7K $2.21M
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-35K
- 97.34%
$1.55M - $1.66M
956 $44.3K

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