Purchases and Sales Made in Q4 2020 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 Q4 2020. 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
Feb 16, 2021 Q4 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
5.31K
+ 14.46%
$243K - $253K
42K $1.95M
Feb 09, 2021 Q4 2020
Sawtooth Solutions, LLC

BUY
 -
5.1K
+ 22.88%
$234K - $243K
27.4K $1.27M
Apr 01, 2021 Q4 2020
Private Advisor Group, LLC

BUY
 -
4.92K
+ 41.35%
$225K - $234K
16.8K $779K
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.9K
+ 3.67%
$224K - $233K
138K $6.41M
Jan 29, 2021 Q4 2020
Concorde Asset Management, LLC

BUY
 -
4.83K
New
$221K - $230K
4.83K $224K
Feb 03, 2021 Q4 2020
Intrua Financial, LLC

Houston, TX
BUY
 -
4.81K
New
$220K - $229K
4.81K $223K
Jan 14, 2021 Q4 2020
Kovack Advisors, Inc.

BUY
 -
4.78K
+ 4.88%
$219K - $227K
103K $4.76M
Feb 12, 2021 Q4 2020
Financial Advocates Investment Management

Olympia, WA
BUY
 -
4.75K
+ 76.06%
$217K - $226K
11K $510K
Jan 20, 2021 Q4 2020
Welch & Forbes LLC

BUY
 -
3.94K
+ 1.05%
$180K - $188K
381K $17.7M
Jan 27, 2021 Q4 2020
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
3.43K
New
$157K - $163K
3.43K $159K
Jan 28, 2021 Q4 2020
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
3.3K
New
$151K - $157K
3.3K $153K
Feb 11, 2021 Q4 2020
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.98K
+ 30.12%
$136K - $142K
12.9K $596K
Mar 14, 2023 Q4 2020
Private Portfolio Partners LLC

BUY
 -
2.93K
+ 27.23%
$134K - $139K
13.7K $634K
Feb 16, 2021 Q4 2020
Private Portfolio Partners LLC

BUY
 -
2.93K
+ 27.23%
$134K - $139K
13.7K $634K
Jan 25, 2021 Q4 2020
Capital Investment Advisory Services, LLC

BUY
 -
2.79K
+ 7.17%
$128K - $133K
41.7K $1.93M
Sep 15, 2021 Q4 2020
Cwm, LLC

BUY
 -
2.58K
New
$118K - $123K
2.58K $120K
Feb 12, 2021 Q4 2020
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.47K
+ 9.89%
$113K - $118K
27.5K $1.27M
Feb 10, 2021 Q4 2020
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.2K
+ 1.23%
$101K - $105K
181K $8.38M
Feb 26, 2021 Q4 2020
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
1.8K
New
$82.2K - $85.5K
1.8K $83.3K
Feb 11, 2021 Q4 2020
Steward Partners Investment Advisory, LLC

BUY
 -
1.49K
+ 2.23%
$68K - $70.7K
68K $3.15M
Jan 27, 2021 Q4 2020
Alpha Star Capital Management, LLC

BUY
 -
1.42K
+ 18.61%
$64.9K - $67.5K
9.04K $419K
Jan 28, 2021 Q4 2020
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
1.09K
New
$49.7K - $51.6K
1.09K $50.3K
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
1.04K
New
$47.4K - $49.3K
1.04K $48K
Feb 16, 2021 Q4 2020
Pacific Capital Wealth Advisors, Inc

BUY
 -
1.01K
+ 1.76%
$46.3K - $48.2K
58.4K $2.71M
Feb 01, 2021 Q4 2020
Colorado Capital Management, Inc.

BUY
 -
991
+ 1.0%
$45.4K - $47.2K
100K $4.64M
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
942
+ 5.29%
$43.1K - $44.8K
18.8K $870K
Jan 15, 2021 Q4 2020
Beacon Financial Group

BUY
 -
922
+ 0.58%
$42.2K - $43.9K
159K $7.39M
Feb 12, 2021 Q4 2020
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
914
+ 3.31%
$41.8K - $43.5K
28.5K $1.32M
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
912
+ 7.85%
$41.7K - $43.4K
12.5K $581K
Feb 11, 2021 Q4 2020
Cranbrook Wealth Management, LLC

BUY
 -
842
+ 0.59%
$38.5K - $40.1K
143K $6.64M
Feb 03, 2021 Q4 2020
Stone X Group Inc.

BUY
 -
792
+ 5.4%
$36.2K - $37.7K
15.5K $716K
Feb 16, 2021 Q4 2020
Benjamin Edwards Inc

Clayton, MO
BUY
 -
713
+ 402.82%
$32.6K - $33.9K
890 $41.3K
Feb 25, 2021 Q4 2020
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
660
+ 5.88%
$30.2K - $31.4K
11.9K $551K
Feb 12, 2021 Q4 2020
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
649
+ 3.38%
$29.7K - $30.9K
19.9K $921K
Feb 17, 2021 Q4 2020
Cetera Advisors LLC

Denver, CO
BUY
 -
625
+ 6.78%
$28.6K - $29.7K
9.84K $456K
Feb 01, 2021 Q4 2020
Ae Wealth Management LLC

BUY
 -
533
+ 1.97%
$24.4K - $25.4K
27.6K $1.28M
Jan 19, 2021 Q4 2020
Horizon Financial Services, LLC

BUY
 -
503
+ 3.14%
$23K - $23.9K
16.5K $766K
Jan 20, 2021 Q4 2020
Lex Aurum Advisors, LLC

BUY
 -
486
+ 1.64%
$22.2K - $23.1K
30.1K $1.4M
Feb 05, 2021 Q4 2020
Destiny Wealth Partners, LLC

BUY
 -
454
New
$20.8K - $21.6K
454 $21K
Feb 26, 2021 Q4 2020
Mc Naughton Wealth Management, LLC

BUY
 -
446
+ 0.93%
$20.4K - $21.2K
48.6K $2.25M
Mar 02, 2021 Q4 2020
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
417
New
$19.1K - $19.8K
417 $19.3K
Feb 17, 2021 Q4 2020
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
238
+ 4.4%
$10.9K - $11.3K
5.64K $262K
Jan 22, 2021 Q4 2020
Hoey Investments, Inc

Coatesville, PA
BUY
 -
226
New
$10.3K - $10.8K
226 $10.5K
Feb 16, 2021 Q4 2020
Tradition Wealth Management, LLC

BUY
 -
201
New
$9.2K - $9.57K
201 $9.32K
Jan 22, 2021 Q4 2020
Mgo One Seven LLC

Beachwood, OH
BUY
 -
165
+ 2.95%
$7.55K - $7.85K
5.75K $267K
Feb 10, 2021 Q4 2020
D.A. Davidson & Co.

BUY
 -
142
+ 0.96%
$6.5K - $6.76K
15K $695K
Jan 12, 2021 Q4 2020
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
110
+ 0.29%
$5.03K - $5.23K
38.3K $1.78M
Feb 16, 2021 Q4 2020
Fifth Third Bancorp

BUY
 -
106
+ 11.61%
$4.85K - $5.04K
1.02K $47.2K
Jan 21, 2021 Q4 2020
Clearview Wealth Advisors LLC

BUY
 -
105
New
$4.81K - $5K
105 $4.87K

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