Purchases and Sales Made in Q2 2023 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 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
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
385
+ 1.08%
$17.2K - $17.5K
35.9K $1.66M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
384
+ 6.68%
$17.1K - $17.5K
6.13K $284K
Aug 03, 2023 Q2 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
275
+ 3.14%
$12.3K - $12.5K
9.02K $418K
Aug 14, 2023 Q2 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
271
+ 3.67%
$12.1K - $12.3K
7.66K $354K
Jul 05, 2023 Q2 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
234
+ 0.52%
$10.4K - $10.7K
45.6K $2.11M
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
225
+ 4.1%
$10K - $10.3K
5.71K $264K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
210
+ 2.15%
$9.36K - $9.57K
9.99K $463K
Aug 11, 2023 Q2 2023
Signature Securities Group Corporation

BUY
 -
204
+ 1.91%
$9.09K - $9.29K
10.9K $504K
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
175
+ 1.91%
$7.8K - $7.97K
9.36K $433K
Aug 03, 2023 Q2 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
171
+ 0.38%
$7.62K - $7.79K
45.5K $2.11M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
139
+ 1.24%
$6.2K - $6.33K
11.3K $524K
Jul 12, 2023 Q2 2023
Colorado Capital Management, Inc.

BUY
 -
92
+ 0.09%
$4.1K - $4.19K
104K $4.79M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
62
+ 0.71%
$2.76K - $2.82K
8.76K $406K
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
57
+ 0.24%
$2.54K - $2.6K
23.4K $1.08M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
31
New
$1.38K - $1.41K
31 $1.43K
Jul 11, 2023 Q2 2023
Ignite Planners, LLC

BUY
 -
30
+ 0.39%
$1.34K - $1.37K
7.82K $362K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
27
+ 0.55%
$1.2K - $1.23K
4.91K $227K
Aug 04, 2023 Q2 2023
Family Legacy, Inc.

BUY
 -
23
+ 0.4%
$1.03K - $1.05K
5.8K $269K
Jul 24, 2023 Q2 2023
Calton & Associates, Inc.

BUY
 -
18
+ 0.3%
$802 - $820
5.96K $276K
Aug 02, 2023 Q2 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
15
+ 0.25%
$669 - $683
6.14K $284K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
13
+ 5.14%
$579 - $592
266 $12.3K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
11
+ 0.41%
$490 - $501
2.71K $125K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
7
+ 0.3%
$312 - $319
2.31K $107K
Aug 07, 2023 Q2 2023
Northwest Wealth Management, LLC

BUY
 -
7
+ 0.05%
$312 - $319
15.1K $701K
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
6
+ 0.6%
$267 - $273
1.01K $46.9K
Jul 26, 2023 Q2 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
5
+ 0.04%
$223 - $228
12.2K $564K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3
+ 0.12%
$134 - $137
2.53K $117K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
2
+ 2.82%
$89.1 - $91.1
73 $3.38K
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2
+ 2.5%
$89.1 - $91.1
82 $3.8K
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

SELL
 -
-1
- 0.12%
$44.6 - $45.6
836 $38.7K
Aug 03, 2023 Q2 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-2
- 6.25%
$89.1 - $91.1
30 $1.39K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-3
- 2.91%
$134 - $137
100 $4.63K
Aug 02, 2023 Q2 2023
Columbia Advisory Partners LLC

SELL
 -
-3
- 0.03%
$134 - $137
8.77K $406K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-4
- 0.03%
$178 - $182
14.6K $677K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-13
- 41.94%
$579 - $592
18 $833
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

SELL
 -
-22
- 1.63%
$981 - $1K
1.32K $61.3K
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-22
- 1.63%
$981 - $1K
1.32K $61.3K
Aug 04, 2023 Q2 2023
Peterson Financial Group, Inc.

SELL
 -
-29
- 0.62%
$1.29K - $1.32K
4.66K $216K
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
SELL
 -
-46
- 0.43%
$2.05K - $2.1K
10.7K $495K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

SELL
 -
-50
- 4.56%
$2.23K - $2.28K
1.05K $48.5K
Aug 14, 2023 Q2 2023
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-57
- 1.09%
$2.54K - $2.6K
5.18K $240K
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
SELL
 -
-70
- 1.29%
$3.12K - $3.19K
5.37K $249K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

SELL
 -
-88
- 0.82%
$3.92K - $4.01K
10.6K $492K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-100
- 15.5%
$4.46K - $4.56K
545 $25.2K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

SELL
 -
-100
- 15.5%
$4.46K - $4.56K
545 $25.2K
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
SELL
 -
-131
- 1.65%
$5.84K - $5.97K
7.83K $362K
Aug 10, 2023 Q2 2023
Coastwise Capital Group, LLC

La Jolla, CA
SELL
 -
-138
- 0.71%
$6.15K - $6.29K
19.3K $891K
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-162
- 4.05%
$7.22K - $7.38K
3.83K $177K
Jul 13, 2023 Q2 2023
Congress Wealth Management LLC

Boston, MA
SELL
 -
-179
- 2.57%
$7.98K - $8.16K
6.79K $314K

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