Purchases and Sales Made in Q3 2021 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 2021. 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
Oct 18, 2021 Q3 2021
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
4.82K
New
$230K - $232K
4.82K $223K
Nov 12, 2021 Q3 2021
Insight Advisors, LLC

Newtown, PA
BUY
 -
4.61K
+ 8.67%
$220K - $222K
57.7K $2.68M
Nov 15, 2021 Q3 2021
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
4.58K
+ 17.45%
$219K - $220K
30.9K $1.43M
Nov 04, 2021 Q3 2021
Transcend Capital Advisors, LLC

BUY
 -
4.52K
New
$216K - $218K
4.52K $210K
Nov 15, 2021 Q3 2021
Advisor Os, LLC

BUY
 -
3.92K
+ 7.5%
$187K - $188K
56.2K $2.6M
Nov 12, 2021 Q3 2021
Mc Naughton Wealth Management, LLC

BUY
 -
3.69K
+ 6.69%
$176K - $177K
58.8K $2.73M
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
3.58K
+ 5.15%
$171K - $172K
73K $3.38M
Nov 03, 2021 Q3 2021
Red Cedar Investment Management, LLC

BUY
 -
3.47K
+ 0.72%
$166K - $167K
488K $22.6M
Nov 02, 2021 Q3 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
3.41K
+ 244.37%
$163K - $164K
4.8K $223K
Jan 03, 2023 Q3 2021
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
3.22K
+ 71.33%
$154K - $155K
7.73K $358K
Nov 12, 2021 Q3 2021
Hilton Capital Management, LLC

BUY
 -
3.06K
+ 45.5%
$146K - $147K
9.79K $454K
Nov 15, 2021 Q3 2021
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
3K
+ 2.58%
$143K - $144K
119K $5.53M
Oct 12, 2021 Q3 2021
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.96K
+ 23.96%
$141K - $142K
15.3K $710K
Oct 13, 2021 Q3 2021
Mjp Associates Inc

BUY
 -
2.94K
+ 0.86%
$140K - $141K
344K $16M
Oct 27, 2021 Q3 2021
Investors Research Corp

BUY
 -
2.93K
+ 8.73%
$140K - $141K
36.5K $1.69M
Nov 16, 2021 Q3 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
2.88K
+ 7.78%
$137K - $138K
39.8K $1.85M
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
2.87K
+ 188.07%
$137K - $138K
4.39K $204K
Oct 07, 2021 Q3 2021
Lake Street Financial LLC

BUY
 -
2.77K
+ 5.32%
$132K - $133K
54.9K $2.54M
Oct 12, 2021 Q3 2021
First Hawaiian Bank

BUY
 -
2.6K
+ 3.96%
$124K - $125K
68.3K $3.17M
Nov 15, 2021 Q3 2021
Jacobi Capital Management LLC

BUY
 -
2.44K
+ 58.02%
$116K - $117K
6.64K $308K
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
2.42K
+ 5.0%
$115K - $116K
50.7K $2.35M
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.4K
+ 30.86%
$115K - $115K
10.2K $472K
Nov 16, 2021 Q3 2021
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
2.26K
+ 19.37%
$108K - $109K
13.9K $647K
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.26K
+ 28.55%
$108K - $109K
10.2K $471K
Nov 02, 2021 Q3 2021
Alpha Star Capital Management, LLC

BUY
 -
2.17K
+ 22.0%
$104K - $104K
12K $558K
Oct 29, 2021 Q3 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.15K
+ 4.8%
$103K - $103K
46.9K $2.18M
Nov 15, 2021 Q3 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.14K
+ 0.64%
$102K - $103K
334K $15.5M
Nov 08, 2021 Q3 2021
Stonebridge Financial Planning Group, LLC

BUY
 -
2.02K
+ 63.44%
$96.3K - $97K
5.2K $241K
Oct 12, 2021 Q3 2021
First Premier Bank

BUY
 -
2K
New
$95.5K - $96.2K
2K $92.7K
Nov 14, 2024 Q3 2021
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
1.78K
+ 5.78%
$84.9K - $85.6K
32.6K $1.51M
Oct 29, 2021 Q3 2021
Colorado Capital Management, Inc.

BUY
 -
1.75K
+ 1.69%
$83.7K - $84.3K
106K $4.9M
Oct 28, 2021 Q3 2021
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
1.73K
+ 32.85%
$82.7K - $83.3K
7.01K $325K
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.65K
+ 29.14%
$78.9K - $79.5K
7.33K $340K
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.53K
+ 10.24%
$73K - $73.6K
16.5K $764K
Nov 15, 2021 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.52K
+ 0.68%
$72.5K - $73.1K
226K $10.5M
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.52K
+ 0.68%
$72.5K - $73.1K
226K $10.5M
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.49K
+ 3.26%
$70.9K - $71.5K
47K $2.18M
Oct 29, 2021 Q3 2021
Archer Investment Corp

BUY
 -
1.48K
+ 37.26%
$70.7K - $71.3K
5.46K $253K
Jan 02, 2024 Q3 2021
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
1.43K
+ 17.47%
$68.1K - $68.6K
9.59K $445K
Oct 14, 2021 Q3 2021
Purus Wealth Management, LLC

BUY
 -
1.13K
+ 7.28%
$54K - $54.4K
16.7K $773K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
1.09K
+ 508.41%
$51.9K - $52.3K
1.3K $60.4K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
1.08K
+ 146.0%
$51.4K - $51.7K
1.81K $84.1K
Oct 21, 2021 Q3 2021
Chiron Capital Management, LLC

BUY
 -
1.02K
+ 4.68%
$48.6K - $49K
22.8K $1.06M
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
942
+ 4.85%
$45K - $45.3K
20.4K $944K
Nov 15, 2021 Q3 2021
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
902
+ 13.09%
$43.1K - $43.4K
7.79K $361K
Nov 05, 2021 Q3 2021
Cozad Asset Management Inc

Champaign, IL
BUY
 -
900
+ 7.44%
$43K - $43.3K
13K $603K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
870
+ 14.94%
$41.5K - $41.8K
6.7K $310K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
867
+ 113.19%
$41.4K - $41.7K
1.63K $75.7K
Nov 04, 2021 Q3 2021
Platform Technology Partners

BUY
 -
825
+ 8.55%
$39.4K - $39.7K
10.5K $485K

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