Purchases and Sales Made in Q3 2025 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q3 2025. 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 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
33K+ 36.05% |
$1.51M - $1.52M
|
124K
$5.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
9.26K+ 5.35% |
$424K - $428K
|
182K
$8.36M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
6.03KNew |
$276K - $278K
|
6.03K
$276K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.3K+ 16.47% |
$243K - $245K
|
37.5K
$1.72M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.06KNew |
$232K - $234K
|
5.06K
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-620- 6.01% |
$28.4K - $28.6K
|
9.69K
$444K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-1.13K- 4.26% |
$51.7K - $52.1K
|
25.4K
$1.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-4.67K- 15.09% |
$214K - $216K
|
26.3K
$1.21M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.34K- 14.9% |
$290K - $293K
|
36.2K
$1.66M
|