Purchases and Sales Made in Q2 2023 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q2 2023. 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 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.68K+ 51.77% |
$298K - $304K
|
19.6K
$906K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.34KNew |
$283K - $289K
|
6.34K
$294K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.13KNew |
$273K - $279K
|
6.13K
$284K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.94K+ 28.73% |
$265K - $271K
|
26.6K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.9K+ 17.02% |
$263K - $269K
|
40.5K
$1.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.16KNew |
$230K - $235K
|
5.16K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.97KNew |
$221K - $226K
|
4.97K
$230K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
4.91K+ 3.23% |
$219K - $223K
|
157K
$7.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.86K+ 35.4% |
$216K - $221K
|
18.6K
$860K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.86KNew |
$216K - $221K
|
4.86K
$225K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.65KNew |
$207K - $212K
|
4.65K
$215K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.98K+ 39.13% |
$177K - $181K
|
14.1K
$655K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.43K+ 40.13% |
$153K - $156K
|
12K
$554K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.28K+ 21.67% |
$146K - $150K
|
18.4K
$853K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.91K+ 6.12% |
$130K - $132K
|
50.4K
$2.33M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.81K+ 6.24% |
$125K - $128K
|
47.8K
$2.21M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.77K+ 8.44% |
$123K - $126K
|
35.5K
$1.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.75K+ 1.65% |
$123K - $125K
|
170K
$7.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.72K+ 2.06% |
$121K - $124K
|
135K
$6.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.6K+ 3.79% |
$116K - $119K
|
71.3K
$3.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.52K+ 4.62% |
$112K - $115K
|
57.2K
$2.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 7.49% |
$111K - $113K
|
35.7K
$1.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.47K+ 16.6% |
$110K - $113K
|
17.3K
$803K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.22K+ 11.12% |
$99.1K - $101K
|
22.2K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
2.11K+ 1.74% |
$94.1K - $96.2K
|
123K
$5.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.82K+ 3.01% |
$81.2K - $83K
|
62.2K
$2.88M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.79K+ 8.18% |
$79.6K - $81.3K
|
23.6K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.77K+ 21.9% |
$79.1K - $80.8K
|
9.87K
$457K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.77K+ 7.69% |
$78.8K - $80.6K
|
24.8K
$1.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.53K+ 29.75% |
$68.1K - $69.7K
|
6.67K
$309K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.38K+ 0.44% |
$61.4K - $62.7K
|
312K
$14.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.37K+ 0.99% |
$61K - $62.4K
|
139K
$6.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.36K+ 1.48% |
$60.7K - $62.1K
|
93.3K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 20.87% |
$58.8K - $60.1K
|
7.65K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.31K+ 22.13% |
$58.2K - $59.5K
|
7.21K
$334K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.1K+ 5.25% |
$49.2K - $50.3K
|
22.1K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.09K+ 9.57% |
$48.6K - $49.7K
|
12.5K
$578K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.03K+ 2.44% |
$46K - $47.1K
|
43.4K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1K+ 2.38% |
$44.6K - $45.6K
|
43K
$1.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
758+ 3.2% |
$33.8K - $34.5K
|
24.5K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
702+ 1.2% |
$31.3K - $32K
|
59.4K
$2.75M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
621+ 1.91% |
$27.7K - $28.3K
|
33.1K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
518New |
$23.1K - $23.6K
|
518
$24K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
511+ 3.35% |
$22.8K - $23.3K
|
15.8K
$731K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
500+ 3.21% |
$22.3K - $22.8K
|
16.1K
$743K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
482New |
$21.5K - $22K
|
482
$22.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
479+ 1.89% |
$21.3K - $21.8K
|
25.9K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
468+ 0.81% |
$20.9K - $21.3K
|
58.2K
$2.7M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
410New |
$18.3K - $18.7K
|
410
$19K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
408+ 4.43% |
$18.2K - $18.6K
|
9.63K
$446K
|