Purchases and Sales Made in Q3 2024 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q3 2024. 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 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
330K+ 3386.79% |
$15M - $15.3M
|
340K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
213KNew |
$9.7M - $9.86M
|
213K
$9.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
135K+ 238.16% |
$6.16M - $6.26M
|
192K
$8.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
134K+ 346.27% |
$6.08M - $6.18M
|
172K
$7.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
120K+ 593.02% |
$5.47M - $5.56M
|
140K
$6.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
116KNew |
$5.3M - $5.39M
|
116K
$5.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
110K+ 48.68% |
$5M - $5.08M
|
335K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
107K+ 38.59% |
$4.86M - $4.94M
|
384K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
103K+ 75.0% |
$4.7M - $4.77M
|
241K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
95.4K+ 561.41% |
$4.34M - $4.42M
|
112K
$5.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.3K+ 11.16% |
$3.7M - $3.76M
|
810K
$37.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
67.3KNew |
$3.06M - $3.11M
|
67.3K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
64.5K+ 12.45% |
$2.93M - $2.98M
|
582K
$27M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
61.5K+ 226.37% |
$2.8M - $2.84M
|
88.6K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
60.4K+ 11.84% |
$2.75M - $2.79M
|
570K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
60.1KNew |
$2.73M - $2.78M
|
60.1K
$2.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
60.1KNew |
$2.73M - $2.78M
|
60.1K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
49.7K+ 113.56% |
$2.26M - $2.3M
|
93.5K
$4.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
46.8K+ 257.67% |
$2.13M - $2.17M
|
65K
$3.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
44.5KNew |
$2.02M - $2.06M
|
44.5K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36K+ 3.92% |
$1.64M - $1.67M
|
956K
$44.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
30.7K+ 168.39% |
$1.4M - $1.42M
|
49K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
27.9K+ 54.08% |
$1.27M - $1.29M
|
79.4K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.1KNew |
$1.19M - $1.21M
|
26.1K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
26K+ 85.18% |
$1.18M - $1.2M
|
56.5K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.1K+ 24.78% |
$1.14M - $1.16M
|
126K
$5.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
24KNew |
$1.09M - $1.11M
|
24K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.7KNew |
$896K - $911K
|
19.7K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.6KNew |
$711K - $723K
|
15.6K
$725K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
15.4K+ 14.6% |
$699K - $710K
|
120K
$5.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
15.4K+ 14.6% |
$699K - $710K
|
120K
$5.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.3K+ 13.2% |
$695K - $706K
|
131K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15KNew |
$684K - $696K
|
15K
$697K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15K+ 4.3% |
$683K - $694K
|
364K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
14.9K+ 27.43% |
$678K - $689K
|
69.2K
$3.21M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 18.2% |
$647K - $658K
|
92.4K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
12.9K+ 43.09% |
$588K - $597K
|
42.9K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.7K+ 31.67% |
$579K - $588K
|
52.8K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.6K+ 212.88% |
$574K - $584K
|
18.5K
$860K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.8K+ 0.88% |
$537K - $546K
|
1.36M
$63M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.6K+ 14.38% |
$526K - $535K
|
91.9K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.1KNew |
$503K - $511K
|
11.1K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
10.9KNew |
$497K - $505K
|
10.9K
$506K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 8.79% |
$483K - $491K
|
131K
$6.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.2KNew |
$463K - $471K
|
10.2K
$472K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.88K+ 7.9% |
$450K - $457K
|
135K
$6.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.66K+ 6.04% |
$394K - $400K
|
152K
$7.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.31K+ 131.59% |
$378K - $385K
|
14.6K
$678K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.28KNew |
$377K - $383K
|
8.28K
$384K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
8.25K+ 6.87% |
$375K - $382K
|
128K
$5.95M
|