Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
302K
+ 49.07%
$13.7M - $13.9M
917K $42.5M
Nov 13, 2023 Q3 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
250K
New
$11.3M - $11.5M
250K $11.6M
Nov 14, 2023 Q3 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
217K
New
$9.83M - $10M
217K $10.1M
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
205K
+ 26.45%
$9.29M - $9.46M
981K $45.5M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
150K
+ 93.3%
$6.77M - $6.89M
310K $14.4M
Nov 09, 2023 Q3 2023
Little Harbor Advisors, LLC

BUY
 -
135K
New
$6.12M - $6.23M
135K $6.27M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
119K
+ 58.35%
$5.38M - $5.47M
322K $15M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
95.5K
New
$4.32M - $4.4M
95.5K $4.43M
Oct 17, 2023 Q3 2023
Friedenthal Financial

BUY
 -
88.3K
New
$3.99M - $4.07M
88.3K $4.09M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
66.6K
New
$3.01M - $3.07M
66.6K $3.09M
Nov 07, 2023 Q3 2023
Oder Investment Management, LLC

Woodland Hills, CA
BUY
 -
55.4K
New
$2.51M - $2.55M
55.4K $2.57M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
50.3K
+ 3.18%
$2.27M - $2.32M
1.63M $75.7M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
49.1K
+ 7.29%
$2.22M - $2.26M
722K $33.5M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
48.4K
+ 82.65%
$2.19M - $2.23M
107K $4.96M
Nov 13, 2023 Q3 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
48K
New
$2.17M - $2.21M
48K $2.23M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
42.8K
+ 25.18%
$1.93M - $1.97M
213K $9.86M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
41.3K
+ 38.1%
$1.87M - $1.9M
150K $6.94M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
37.3K
+ 2.62%
$1.69M - $1.72M
1.46M $67.6M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
35K
+ 97.52%
$1.58M - $1.61M
70.9K $3.29M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
33.3K
+ 177.22%
$1.51M - $1.53M
52K $2.41M
Nov 02, 2023 Q3 2023
Welch & Forbes LLC

BUY
 -
32.9K
+ 6.06%
$1.49M - $1.51M
575K $26.7M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
32.8K
+ 10.49%
$1.48M - $1.51M
345K $16M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
31.7K
+ 104.48%
$1.44M - $1.46M
62.1K $2.88M
Oct 05, 2023 Q3 2023
Mc Naughton Wealth Management, LLC

BUY
 -
31.2K
+ 124.86%
$1.41M - $1.44M
56.1K $2.6M
Oct 25, 2023 Q3 2023
Presidio Capital Management, LLC

BUY
 -
31K
+ 28.13%
$1.4M - $1.43M
141K $6.56M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
30.5K
+ 27.63%
$1.38M - $1.4M
141K $6.53M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
28.1K
+ 3.73%
$1.27M - $1.29M
781K $36.2M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
25.4K
+ 4.57%
$1.15M - $1.17M
582K $27M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
24.8K
+ 30.79%
$1.12M - $1.14M
105K $4.88M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
24.4K
+ 7.81%
$1.1M - $1.12M
337K $15.6M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
24.2K
+ 1.83%
$1.1M - $1.12M
1.34M $62.4M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
22K
+ 40.09%
$997K - $1.02M
77K $3.57M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
21.1K
+ 19.02%
$957K - $974K
132K $6.14M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
20.9K
+ 72.83%
$943K - $961K
49.5K $2.29M
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
20.4K
+ 172.15%
$924K - $941K
32.3K $1.5M
Oct 18, 2023 Q3 2023
Clarity Financial LLC

BUY
 -
20.2K
New
$912K - $929K
20.2K $935K
Nov 08, 2023 Q3 2023
Alpha Star Capital Management, LLC

BUY
 -
19.1K
New
$862K - $878K
19.1K $884K
Nov 01, 2023 Q3 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
17.1K
+ 51.61%
$773K - $787K
50.2K $2.33M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
16.7K
+ 60.6%
$756K - $770K
44.3K $2.05M
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
16.2K
+ 123.68%
$733K - $747K
29.3K $1.36M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
15K
+ 47.78%
$680K - $692K
46.5K $2.15M
Nov 13, 2023 Q3 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
13.9K
New
$628K - $640K
13.9K $644K
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
13.1K
+ 41.05%
$592K - $603K
45K $2.09M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
13.1K
+ 75.34%
$591K - $602K
30.4K $1.41M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
12.9K
+ 7.08%
$585K - $596K
195K $9.06M
Oct 25, 2023 Q3 2023
Seven Bridge Financial Group, LLC

BUY
 -
12.3K
New
$558K - $569K
12.3K $572K
Oct 10, 2023 Q3 2023
Tl Private Wealth

BUY
 -
11.8K
+ 2.72%
$533K - $543K
445K $20.6M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
11.4K
+ 61.32%
$515K - $525K
30K $1.39M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
11K
New
$499K - $509K
11K $512K

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