Purchases and Sales Made in Q2 2024 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q2 2024. 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 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
361New |
$16.5K - $16.7K
|
361
$16.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
354+ 2.21% |
$16.2K - $16.4K
|
16.4K
$761K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
316+ 1.1% |
$14.4K - $14.6K
|
28.9K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
304+ 2.52% |
$13.9K - $14.1K
|
12.3K
$572K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
302New |
$13.8K - $14K
|
302
$14K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
300+ 0.57% |
$13.7K - $13.9K
|
52.7K
$2.44M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
277New |
$12.7K - $12.8K
|
277
$12.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
261+ 1.46% |
$11.9K - $12.1K
|
18.2K
$842K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
255+ 0.61% |
$11.7K - $11.8K
|
41.8K
$1.94M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
253+ 1.84% |
$11.6K - $11.7K
|
14K
$650K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
251+ 0.22% |
$11.5K - $11.6K
|
116K
$5.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
226+ 1.42% |
$10.3K - $10.5K
|
16.1K
$748K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
225+ 3.69% |
$10.3K - $10.4K
|
6.32K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
213New |
$9.74K - $9.87K
|
213
$9.87K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
198New |
$9.05K - $9.17K
|
198
$9.18K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
179New |
$8.18K - $8.29K
|
179
$8.3K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
171+ 0.32% |
$7.82K - $7.92K
|
54.4K
$2.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
171New |
$7.82K - $7.92K
|
171
$7.93K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
168+ 1.92% |
$7.68K - $7.78K
|
8.91K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
161+ 1.93% |
$7.36K - $7.46K
|
8.52K
$395K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
152+ 4.47% |
$6.95K - $7.04K
|
3.55K
$165K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
134New |
$6.13K - $6.21K
|
134
$6.21K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
131+ 0.92% |
$5.99K - $6.07K
|
14.3K
$664K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
130+ 10.1% |
$5.94K - $6.02K
|
1.42K
$65.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
106New |
$4.85K - $4.91K
|
106
$4.91K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
95+ 0.69% |
$4.34K - $4.4K
|
13.9K
$643K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.22% |
$3.79K - $3.85K
|
37.7K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
76+ 0.68% |
$3.47K - $3.52K
|
11.2K
$520K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
52+ 47.27% |
$2.38K - $2.41K
|
162
$7.51K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
45+ 0.71% |
$2.06K - $2.08K
|
6.37K
$295K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
43+ 0.23% |
$1.97K - $1.99K
|
18.5K
$856K
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
39+ 0.01% |
$1.78K - $1.81K
|
464K
$21.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 1.12% |
$1.74K - $1.76K
|
3.44K
$160K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32+ 1.63% |
$1.46K - $1.48K
|
2K
$92.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27New |
$1.23K - $1.25K
|
27
$1.25K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20+ 100.0% |
$914 - $927
|
40
$1.85K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 1.9% |
$868 - $880
|
1.02K
$47.1K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
18New |
$823 - $834
|
18
$834
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
14+ 0.12% |
$640 - $649
|
11.8K
$548K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 7.59% |
$503 - $510
|
156
$7.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 4.85% |
$366 - $371
|
173
$8.02K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
7+ 0.57% |
$320 - $324
|
1.23K
$57.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.4% |
$274 - $278
|
1.5K
$69.5K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 0.6% |
$229 - $232
|
841
$39K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.84% |
$91.4 - $92.7
|
241
$11.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.63% |
$45.7 - $46.3
|
161
$7.46K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11- 0.09% |
$503 - $510
|
12.5K
$580K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-12- 0.1% |
$549 - $556
|
12K
$556K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-21- 0.43% |
$960 - $973
|
4.92K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.96% |
$1.1K - $1.11K
|
2.47K
$115K
|