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
Oct 31, 2023 Q3 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
1.58K
+ 3.47%
$71.4K - $72.8K
47.1K $2.18M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
1.57K
+ 1.34%
$70.8K - $72.1K
118K $5.48M
Nov 13, 2023 Q3 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
1.53K
+ 11.05%
$69.1K - $70.4K
15.3K $711K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.42K
+ 12.53%
$64.2K - $65.4K
12.7K $591K
Nov 06, 2023 Q3 2023
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
1.25K
+ 1.55%
$56.7K - $57.7K
82.3K $3.81M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.25K
+ 21.86%
$56.5K - $57.6K
6.96K $323K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.24K
+ 6.54%
$56.1K - $57.2K
20.2K $937K
Oct 10, 2023 Q3 2023
Ewg Elevate Inc.

BUY
 -
1.21K
+ 3.4%
$54.6K - $55.7K
36.7K $1.7M
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
1.11K
+ 20.8%
$50.1K - $51.1K
6.44K $298K
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1.05K
+ 0.72%
$47.5K - $48.3K
148K $6.85M
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
991
+ 9.27%
$44.8K - $45.7K
11.7K $541K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
984
+ 4.02%
$44.5K - $45.3K
25.4K $1.18M
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
935
+ 1.3%
$42.3K - $43.1K
72.6K $3.37M
Oct 25, 2023 Q3 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
582
+ 5.05%
$26.3K - $26.8K
12.1K $562K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
516
+ 149.13%
$23.3K - $23.8K
862 $40K
Nov 07, 2023 Q3 2023
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
490
+ 0.94%
$22.2K - $22.6K
52.9K $2.45M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
445
+ 4.19%
$20.1K - $20.5K
11.1K $513K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
397
+ 0.26%
$18K - $18.3K
152K $7.03M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
387
+ 1.64%
$17.5K - $17.8K
24K $1.11M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
342
+ 0.61%
$15.5K - $15.8K
56K $2.6M
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
328
New
$14.8K - $15.1K
328 $15.2K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
271
+ 0.23%
$12.3K - $12.5K
120K $5.56M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
250
New
$11.3K - $11.5K
250 $11.6K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
243
New
$11K - $11.2K
243 $11.3K
Nov 13, 2023 Q3 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
242
+ 1.26%
$10.9K - $11.2K
19.5K $904K
Oct 03, 2023 Q3 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
232
+ 0.51%
$10.5K - $10.7K
45.9K $2.13M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
207
+ 2.87%
$9.36K - $9.54K
7.42K $344K
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
159
New
$7.19K - $7.33K
159 $7.37K
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
148
+ 2.18%
$6.7K - $6.82K
6.94K $322K
Oct 27, 2023 Q3 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
130
+ 1.68%
$5.88K - $5.99K
7.85K $364K
Nov 03, 2023 Q3 2023
Bka Wealth Consulting, Inc.

BUY
 -
109
+ 1.74%
$4.93K - $5.02K
6.37K $295K
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
103
+ 1.7%
$4.66K - $4.75K
6.16K $285K
Nov 06, 2023 Q3 2023
Ifrah Financial Services, Inc.

BUY
 -
78
+ 0.18%
$3.53K - $3.59K
43.5K $2.01M
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
76
New
$3.44K - $3.5K
76 $3.52K
Oct 19, 2023 Q3 2023
Accel Wealth Management

BUY
 -
66
+ 0.05%
$2.99K - $3.04K
123K $5.72M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
55
+ 0.5%
$2.49K - $2.53K
11.1K $513K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
45
+ 0.45%
$2.04K - $2.07K
10K $465K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
39
New
$1.76K - $1.8K
39 $1.81K
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
34
+ 0.51%
$1.54K - $1.57K
6.65K $308K
Oct 10, 2023 Q3 2023
Next Level Private LLC

Harrison, NY
BUY
 -
29
+ 0.46%
$1.31K - $1.34K
6.37K $295K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
27
+ 0.55%
$1.22K - $1.24K
4.94K $229K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
21
New
$950 - $968
21 $974
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
18
+ 0.37%
$814 - $829
4.89K $227K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
15
New
$679 - $691
15 $695
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
13
New
$588 - $599
13 $603
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
10
+ 34.48%
$452 - $461
39 $1.81K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1
+ 1.37%
$45.2 - $46.1
74 $3.43K
Nov 13, 2023 Q3 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-8
- 26.67%
$362 - $369
22 $1.02K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-16
- 88.89%
$724 - $737
2 $92.7

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