Purchases and Sales Made in Q3 2020 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 Q3 2020. 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
Nov 09, 2020 Q3 2020
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
635
+ 1.65%
$28.7K - $29.8K
39.2K $1.82M
Nov 13, 2020 Q3 2020
Northwestern Mutual Wealth Management CO

BUY
 -
580
+ 290.0%
$26.3K - $27.2K
780 $36.2K
Oct 14, 2020 Q3 2020
Raymond James Trust N.A.

BUY
 -
564
+ 11.39%
$25.5K - $26.4K
5.52K $256K
Nov 13, 2020 Q3 2020
Assetmark, Inc

BUY
 -
549
+ 1525.0%
$24.8K - $25.7K
585 $27.1K
Nov 18, 2020 Q3 2020
Keel Point, LLC

Huntsville, AL
BUY
 -
533
+ 6.21%
$24.1K - $25K
9.12K $423K
Oct 30, 2020 Q3 2020
Calton & Associates, Inc.

BUY
 -
509
+ 7.27%
$23K - $23.9K
7.51K $348K
Nov 16, 2020 Q3 2020
Vista Investment Management

Pittsburgh, PA
BUY
 -
433
+ 4.62%
$19.6K - $20.3K
9.81K $455K
Oct 30, 2020 Q3 2020
Mgo One Seven LLC

Beachwood, OH
BUY
 -
406
+ 7.84%
$18.4K - $19K
5.58K $259K
Nov 19, 2020 Q3 2020
Chiron Capital Management, LLC

BUY
 -
400
New
$18.1K - $18.7K
400 $18.5K
Nov 03, 2020 Q3 2020
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
378
+ 2.17%
$17.1K - $17.7K
17.8K $826K
Nov 16, 2020 Q3 2020
Astor Investment Management LLC

BUY
 -
278
New
$12.6K - $13K
278 $12.9K
Oct 21, 2020 Q3 2020
Patriot Financial Group Insurance Agency, LLC

BUY
 -
157
+ 21.96%
$7.11K - $7.36K
872 $40.4K
Nov 13, 2020 Q3 2020
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
133
New
$6.02K - $6.23K
133 $6.17K
Nov 16, 2020 Q3 2020
Pacific Capital Wealth Advisors, Inc

BUY
 -
130
+ 0.23%
$5.88K - $6.09K
57.4K $2.66M
Nov 13, 2020 Q3 2020
Mutual Advisors, LLC

Casper, WY
BUY
 -
76
+ 0.77%
$3.44K - $3.56K
9.89K $458K
Nov 09, 2020 Q3 2020
Wealthpoint, LLC

BUY
 -
39
+ 0.79%
$1.77K - $1.83K
4.99K $231K
Oct 30, 2020 Q3 2020
Jacobi Capital Management LLC

BUY
 -
9
+ 0.84%
$407 - $422
1.08K $50K
Nov 03, 2020 Q3 2020
Allworth Financial LP

BUY
 -
3
+ 0.71%
$136 - $141
423 $19.6K
Nov 12, 2020 Q3 2020
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
3
+ 0.27%
$136 - $141
1.11K $51.2K
Nov 13, 2020 Q3 2020
Archer Investment Corp

BUY
 -
2
+ 0.74%
$90.5 - $93.7
274 $12.7K
Oct 13, 2020 Q3 2020
Flagship Harbor Advisors, LLC

BUY
 -
1
+ 1.12%
$45.3 - $46.9
90 $4.17K
Oct 28, 2020 Q3 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-32
- 71.11%
$1.45K - $1.5K
13 $603
Nov 16, 2020 Q3 2020
Koshinski Asset Management, Inc.

SELL
 -
-40
- 0.21%
$1.81K - $1.87K
19.4K $897K
Oct 30, 2020 Q3 2020
Steward Partners Investment Advisory, LLC

SELL
 -
-56
- 0.08%
$2.53K - $2.62K
66.5K $3.08M
Nov 16, 2020 Q3 2020
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-99
- 35.87%
$4.48K - $4.64K
177 $8.21K
Oct 27, 2020 Q3 2020
Bay Harbor Wealth Management, LLC

SELL
 -
-104
Closed
$4.71K - $4.87K
0 $0
Oct 13, 2020 Q3 2020
Pacifica Partners Inc.

SELL
 -
-106
- 52.48%
$4.8K - $4.97K
96 $4.45K
Nov 09, 2020 Q3 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-129
Closed
$5.84K - $6.04K
0 $0
Nov 13, 2020 Q3 2020
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-172
- 3.38%
$7.78K - $8.06K
4.92K $228K
Oct 13, 2020 Q3 2020
Murphy, Middleton, Hinkle & Parker, Inc.

SELL
 -
-204
- 0.53%
$9.23K - $9.56K
38.2K $1.77M
Nov 12, 2020 Q3 2020
Cibc World Market Inc.

Toronto, A6
SELL
 -
-209
- 3.7%
$9.46K - $9.79K
5.44K $252K
Nov 27, 2020 Q3 2020
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-255
- 2.22%
$11.5K - $11.9K
11.2K $520K
Oct 08, 2020 Q3 2020
Moody National Bank Trust Division

SELL
 -
-263
- 5.65%
$11.9K - $12.3K
4.39K $203K
Nov 13, 2020 Q3 2020
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-283
- 5.61%
$12.8K - $13.3K
4.76K $221K
Nov 05, 2020 Q3 2020
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-320
- 3.17%
$14.5K - $15K
9.79K $454K
Oct 15, 2020 Q3 2020
Davenport & CO LLC

SELL
 -
-326
- 2.2%
$14.8K - $15.3K
14.5K $672K
Oct 29, 2020 Q3 2020
Ifp Advisors, Inc

SELL
 -
-389
- 4.43%
$17.6K - $18.2K
8.39K $389K
Sep 07, 2021 Q3 2020
Geneos Wealth Management Inc.

SELL
 -
-395
- 1.55%
$17.9K - $18.5K
25.2K $1.17M
Oct 16, 2020 Q3 2020
Triton Wealth Management, Pllc

SELL
 -
-507
- 2.54%
$22.9K - $23.8K
19.5K $904K
Nov 13, 2020 Q3 2020
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-549
- 2.39%
$24.8K - $25.7K
22.4K $1.04M
Nov 06, 2020 Q3 2020
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-600
- 37.5%
$27.2K - $28.1K
1K $46.4K
Nov 13, 2020 Q3 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-944
- 14.87%
$42.7K - $44.2K
5.4K $251K
Oct 30, 2020 Q3 2020
Columbus Macro, LLC

SELL
 -
-1K
- 3.96%
$45.3K - $46.9K
24.3K $1.13M
Nov 30, 2020 Q3 2020
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-1.03K
- 1.16%
$46.6K - $48.2K
87.9K $4.08M
Nov 06, 2020 Q3 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-1.09K
- 21.07%
$49.4K - $51.1K
4.09K $189K
Nov 13, 2020 Q3 2020
Cetera Advisors LLC

Denver, CO
SELL
 -
-1.12K
- 10.82%
$50.6K - $52.4K
9.22K $427K
Nov 16, 2020 Q3 2020
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-1.13K
Closed
$51K - $52.8K
0 $0
Nov 04, 2020 Q3 2020
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-1.15K
- 15.6%
$52.2K - $54.1K
6.24K $289K
Nov 13, 2020 Q3 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.17K
- 9.12%
$52.7K - $54.6K
11.6K $538K

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