Purchases and Sales Made in Q2 2025 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q2 2025. 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 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
137KNew |
$6.11M - $6.31M
|
137K
$6.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79K+ 73.11% |
$3.52M - $3.64M
|
187K
$8.62M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
47.7K+ 35.24% |
$2.13M - $2.2M
|
183K
$8.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
44.9K+ 106.7% |
$2M - $2.07M
|
87K
$4M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
34.4K+ 35.14% |
$1.53M - $1.58M
|
132K
$6.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
33.9K+ 10.51% |
$1.51M - $1.56M
|
357K
$16.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.2K+ 19.23% |
$1.12M - $1.16M
|
156K
$7.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
22.4K+ 31.91% |
$1M - $1.03M
|
92.7K
$4.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
21.8K+ 3.31% |
$974K - $1.01M
|
682K
$31.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20K+ 8.09% |
$890K - $920K
|
267K
$12.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
19.4KNew |
$864K - $892K
|
19.4K
$892K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 14.45% |
$779K - $805K
|
138K
$6.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14.9KNew |
$666K - $688K
|
14.9K
$688K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
14.6K+ 18.78% |
$651K - $673K
|
92.4K
$4.25M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.4K+ 15.64% |
$551K - $570K
|
91.4K
$4.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
11.5K+ 421.65% |
$515K - $532K
|
14.3K
$658K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 12.08% |
$463K - $479K
|
96.4K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$460K - $475K
|
10.3K
$475K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.3K+ 6.65% |
$460K - $475K
|
165K
$7.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
10K+ 8.56% |
$446K - $461K
|
127K
$5.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.9K+ 7.77% |
$441K - $456K
|
137K
$6.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
9.32KNew |
$416K - $430K
|
9.32K
$429K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
8.88K+ 134.89% |
$396K - $409K
|
15.5K
$712K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8.22K+ 1.15% |
$366K - $378K
|
724K
$33.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.87KNew |
$306K - $316K
|
6.87K
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.77K+ 10.65% |
$302K - $312K
|
70.3K
$3.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
6.74K+ 2.08% |
$300K - $310K
|
331K
$15.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.5K+ 11.01% |
$290K - $300K
|
65.6K
$3.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6.23K+ 10.39% |
$278K - $287K
|
66.2K
$3.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.75KNew |
$256K - $265K
|
5.75K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.7KNew |
$254K - $263K
|
5.7K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.68KNew |
$253K - $262K
|
5.68K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5.46K+ 43.91% |
$243K - $251K
|
17.9K
$824K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
5.38K+ 3.77% |
$240K - $248K
|
148K
$6.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.29K+ 12.88% |
$236K - $244K
|
46.4K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
5.14K+ 7.03% |
$229K - $237K
|
78.3K
$3.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.9KNew |
$219K - $226K
|
4.9K
$226K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.5KNew |
$201K - $207K
|
4.5K
$207K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.05K+ 8.44% |
$181K - $187K
|
52.1K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.98K+ 1.02% |
$177K - $183K
|
392K
$18.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.52K+ 63.88% |
$157K - $162K
|
9.03K
$416K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.36K+ 5.83% |
$150K - $155K
|
60.9K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 3.67% |
$148K - $153K
|
94K
$4.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.32K+ 1.95% |
$148K - $153K
|
173K
$7.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 48.4% |
$143K - $148K
|
9.86K
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.82K+ 14.17% |
$126K - $130K
|
22.7K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.76K+ 2.35% |
$123K - $127K
|
120K
$5.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2.59K+ 32.71% |
$115K - $119K
|
10.5K
$483K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.5K+ 10.74% |
$111K - $115K
|
25.8K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.34K+ 5.62% |
$104K - $108K
|
43.9K
$2.02M
|