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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
566+ 6.65% |
$25.8K - $26.2K
|
9.08K
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
553+ 1.33% |
$25.2K - $25.6K
|
42.1K
$1.95M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
547+ 3.87% |
$24.9K - $25.3K
|
14.7K
$681K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
507+ 0.6% |
$23.1K - $23.5K
|
84.5K
$3.92M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
497+ 0.68% |
$22.6K - $23K
|
73.2K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
467+ 0.89% |
$21.3K - $21.6K
|
53.1K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
408+ 1.38% |
$18.6K - $18.9K
|
29.9K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
362+ 4.72% |
$16.5K - $16.7K
|
8.03K
$372K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
357+ 6.56% |
$16.2K - $16.5K
|
5.8K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
350+ 0.62% |
$15.9K - $16.2K
|
56.6K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
337New |
$15.3K - $15.6K
|
337
$15.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
332New |
$15.1K - $15.4K
|
332
$15.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
327+ 2.3% |
$14.9K - $15.1K
|
14.5K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
322+ 3.79% |
$14.7K - $14.9K
|
8.81K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
309+ 4.63% |
$14.1K - $14.3K
|
6.98K
$324K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
300+ 6.5% |
$13.7K - $13.9K
|
4.92K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
282+ 0.47% |
$12.8K - $13K
|
60.2K
$2.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
266+ 5.33% |
$12.1K - $12.3K
|
5.25K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
257+ 0.62% |
$11.7K - $11.9K
|
42K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
239+ 6.94% |
$10.9K - $11.1K
|
3.68K
$171K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
196New |
$8.92K - $9.07K
|
196
$9.09K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
195+ 1.25% |
$8.87K - $9.02K
|
15.8K
$733K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
179+ 2.27% |
$8.15K - $8.28K
|
8.07K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
129+ 0.8% |
$5.87K - $5.97K
|
16.3K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
125+ 4.74% |
$5.69K - $5.78K
|
2.76K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
96+ 1.89% |
$4.37K - $4.44K
|
5.18K
$240K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
91+ 0.66% |
$4.14K - $4.21K
|
14K
$648K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
76+ 2.14% |
$3.46K - $3.52K
|
3.63K
$168K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
68+ 1.41% |
$3.09K - $3.15K
|
4.9K
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
58+ 0.5% |
$2.64K - $2.68K
|
11.5K
$535K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
57New |
$2.59K - $2.64K
|
57
$2.64K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
52New |
$2.37K - $2.41K
|
52
$2.41K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
38+ 1.51% |
$1.73K - $1.76K
|
2.55K
$118K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 1.7% |
$1.55K - $1.57K
|
2.03K
$94.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23+ 0.25% |
$1.05K - $1.06K
|
9.39K
$436K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
22+ 1.8% |
$1K - $1.02K
|
1.25K
$57.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12+ 0.1% |
$546 - $555
|
12K
$557K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$228 - $231
|
5
$232
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 2.07% |
$228 - $231
|
246
$11.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$137 - $139
|
18.5K
$856K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.76% |
$91 - $92.5
|
266
$12.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.62% |
$45.5 - $46.3
|
162
$7.51K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.53% |
$45.5 - $46.3
|
190
$8.81K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$45.5 - $46.3
|
17.5K
$813K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 11.11% |
$91 - $92.5
|
16
$742
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-6- 0.09% |
$273 - $278
|
6.47K
$300K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 0.06% |
$319 - $324
|
12.3K
$572K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-7- 0.57% |
$319 - $324
|
1.23K
$56.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8- 0.07% |
$364 - $370
|
11.2K
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-18- 0.27% |
$819 - $833
|
6.7K
$311K
|