Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-2.49K
- 10.06%
$109K - $115K
22.3K $1.03M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.6K
- 6.07%
$114K - $120K
40.2K $1.86M
Nov 14, 2022 Q3 2022
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-2.63K
- 3.01%
$115K - $122K
84.7K $3.92M
Oct 24, 2022 Q3 2022
Clear Creek Financial Management, LLC

SELL
 -
-2.72K
- 6.75%
$120K - $126K
37.6K $1.74M
Oct 21, 2022 Q3 2022
Midwest Heritage Bank, Fsb

SELL
 -
-2.74K
- 3.85%
$120K - $127K
68.3K $3.16M
Nov 14, 2022 Q3 2022
Dhjj Financial Advisors, Ltd.

SELL
 -
-2.77K
- 2.89%
$122K - $128K
93K $4.31M
Oct 31, 2022 Q3 2022
Moloney Securities Asset Management, LLC

SELL
 -
-2.94K
- 14.58%
$129K - $136K
17.2K $796K
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

SELL
 -
-3.02K
- 21.96%
$133K - $140K
10.7K $497K
Nov 14, 2022 Q3 2022
Pacific Capital Wealth Advisors, Inc

SELL
 -
-3.07K
- 5.03%
$135K - $142K
58K $2.68M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-3.13K
- 2.76%
$138K - $145K
110K $5.11M
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

SELL
 -
-3.69K
- 17.95%
$162K - $171K
16.9K $780K
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-3.7K
- 4.73%
$163K - $171K
74.5K $3.45M
Nov 07, 2022 Q3 2022
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-3.89K
- 13.4%
$171K - $180K
25.1K $1.16M
Nov 03, 2022 Q3 2022
Lincoln National Corp

SELL
 -
-3.92K
- 26.01%
$172K - $181K
11.1K $516K
Dec 12, 2022 Q3 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-4.17K
- 6.75%
$183K - $193K
57.6K $2.66M
Nov 09, 2022 Q3 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-4.22K
- 28.45%
$185K - $195K
10.6K $491K
Oct 12, 2022 Q3 2022
Key Client Fiduciary Advisors, LLC

SELL
 -
-4.26K
- 15.04%
$187K - $197K
24.1K $1.11M
Nov 09, 2022 Q3 2022
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-5.13K
- 4.29%
$226K - $238K
114K $5.3M
Nov 01, 2022 Q3 2022
Triumph Capital Management

SELL
 -
-5.33K
- 18.04%
$234K - $247K
24.2K $1.12M
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-5.73K
- 93.35%
$252K - $265K
408 $18.9K
Oct 12, 2022 Q3 2022
Ivc Wealth Advisors LLC

SELL
 -
-5.97K
- 18.62%
$262K - $277K
26.1K $1.21M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

SELL
 -
-6.72K
- 6.78%
$295K - $311K
92.4K $4.28M
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-6.9K
- 8.47%
$303K - $319K
74.5K $3.45M
Oct 11, 2022 Q3 2022
Tl Private Wealth

SELL
 -
-7.67K
- 1.69%
$337K - $355K
447K $20.7M
Nov 08, 2022 Q3 2022
Alpha Omega Group, Inc.

SELL
 -
-7.9K
- 6.27%
$347K - $366K
118K $5.47M
Oct 19, 2022 Q3 2022
Saxon Interests, Inc.

SELL
 -
-8.07K
- 13.37%
$354K - $374K
52.3K $2.42M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-8.17K
- 2.51%
$359K - $378K
317K $14.7M
Oct 26, 2022 Q3 2022
Tanager Wealth Management LLP

SELL
 -
-8.37K
- 3.18%
$368K - $388K
255K $11.8M
Oct 11, 2022 Q3 2022
Davenport & CO LLC

SELL
 -
-8.42K
- 34.06%
$370K - $390K
16.3K $755K
Nov 01, 2022 Q3 2022
Mattern Wealth Management LLC

SELL
 -
-8.44K
- 3.26%
$371K - $391K
250K $11.6M
Nov 14, 2022 Q3 2022
Retirement Group, LLC

SELL
 -
-8.44K
- 39.5%
$371K - $391K
12.9K $599K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

SELL
 -
-8.46K
- 2.52%
$371K - $392K
327K $15.1M
Oct 05, 2022 Q3 2022
First Hawaiian Bank

SELL
 -
-8.64K
- 18.13%
$380K - $400K
39K $1.81M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-8.74K
- 11.7%
$384K - $405K
65.9K $3.05M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

SELL
 -
-9.42K
- 30.72%
$414K - $436K
21.2K $984K
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-11K
- 56.51%
$482K - $508K
8.45K $391K
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-11.6K
- 59.13%
$508K - $536K
8K $370K
Oct 12, 2022 Q3 2022
Ignite Planners, LLC

SELL
 -
-13K
- 17.31%
$570K - $600K
61.9K $2.87M
Nov 07, 2022 Q3 2022
Stockman Wealth Management, Inc.

SELL
 -
-13.5K
- 16.13%
$592K - $624K
70.1K $3.24M
Nov 09, 2022 Q3 2022
Shore Haven Wealth Partners, LLC

SELL
 -
-14.6K
- 30.84%
$643K - $678K
32.8K $1.52M
Nov 14, 2022 Q3 2022
Echo Wealth Management, LLC

SELL
 -
-14.9K
- 26.63%
$653K - $689K
41K $1.9M
Nov 04, 2022 Q3 2022
Ssi Investment Management LLC

Los Angeles, CA
SELL
 -
-15.1K
- 13.72%
$663K - $699K
95K $4.4M
Nov 01, 2022 Q3 2022
Assetmark, Inc

SELL
 -
-15.1K
- 98.32%
$665K - $701K
258 $11.9K
Oct 18, 2022 Q3 2022
Wespac Advisors, LLC

SELL
 -
-15.4K
- 38.32%
$677K - $714K
24.8K $1.15M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

SELL
 -
-19K
- 53.33%
$836K - $881K
16.7K $771K
Oct 27, 2022 Q3 2022
Cwm, LLC

SELL
 -
-19.9K
- 8.85%
$875K - $922K
205K $9.49M
Oct 12, 2022 Q3 2022
Milestone Advisory Partners

SELL
 -
-20.4K
- 6.29%
$897K - $946K
304K $14.1M
Nov 01, 2022 Q3 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-20.5K
- 52.31%
$900K - $948K
18.7K $864K
Oct 06, 2022 Q3 2022
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-21K
- 56.41%
$923K - $973K
16.2K $752K

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