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
Mar 04, 2021 Q4 2020
Moody National Bank Trust Division

BUY
 -
86
+ 1.96%
$3.94K - $4.09K
4.47K $207K
Jan 11, 2021 Q4 2020
Wiley Bros. Aintree Capital, LLC

BUY
 -
71
+ 0.22%
$3.25K - $3.38K
32.8K $1.52M
Jan 11, 2021 Q4 2020
Rvw Wealth, LLC

BUY
 -
69
+ 0.26%
$3.16K - $3.28K
26.6K $1.23M
Jan 25, 2021 Q4 2020
Cambridge Advisors Inc.

BUY
 -
61
+ 0.75%
$2.79K - $2.9K
8.14K $378K
Jan 15, 2021 Q4 2020
Patriot Financial Group Insurance Agency, LLC

BUY
 -
57
+ 6.54%
$2.61K - $2.71K
929 $43.1K
Jun 07, 2023 Q4 2020
Tucker Asset Management LLC

Littleton, CO
BUY
 -
30
New
$1.37K - $1.43K
30 $1.39K
Jan 25, 2021 Q4 2020
Calton & Associates, Inc.

BUY
 -
13
+ 0.17%
$595 - $619
7.53K $349K
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

BUY
 -
9
+ 0.83%
$412 - $428
1.09K $50.4K
Jan 26, 2021 Q4 2020
Allworth Financial LP

BUY
 -
4
+ 0.95%
$183 - $190
427 $19.8K
Feb 03, 2021 Q4 2020
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
3
+ 0.27%
$137 - $143
1.11K $51.4K
Feb 04, 2021 Q4 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
1
+ 7.69%
$45.8 - $47.6
14 $649
Feb 12, 2021 Q4 2020
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-89
- 1.1%
$4.07K - $4.24K
7.97K $369K
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-90
Closed
$4.12K - $4.28K
0 $0
Jan 22, 2021 Q4 2020
Avantax Advisory Services, Inc.

SELL
 -
-104
- 1.11%
$4.76K - $4.95K
9.27K $430K
Feb 08, 2021 Q4 2020
Cibc World Market Inc.

Toronto, A6
SELL
 -
-118
- 2.17%
$5.4K - $5.62K
5.33K $247K
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-133
Closed
$6.09K - $6.33K
0 $0
Feb 16, 2021 Q4 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-184
- 41.72%
$8.42K - $8.76K
257 $11.9K
Feb 08, 2021 Q4 2020
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-220
- 2.25%
$10.1K - $10.5K
9.57K $443K
Feb 08, 2021 Q4 2020
Wintrust Investments LLC

Chicago, IL
SELL
 -
-226
- 0.9%
$10.3K - $10.8K
25K $1.16M
Feb 10, 2021 Q4 2020
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-226
- 0.58%
$10.3K - $10.8K
38.9K $1.81M
Feb 10, 2021 Q4 2020
Assetmark, Inc

SELL
 -
-245
- 41.88%
$11.2K - $11.7K
340 $15.8K
Feb 12, 2021 Q4 2020
Northwestern Mutual Wealth Management CO

SELL
 -
-285
- 36.54%
$13K - $13.6K
495 $22.9K
Jan 13, 2021 Q4 2020
Davenport & CO LLC

SELL
 -
-352
- 2.43%
$16.1K - $16.8K
14.1K $656K
Feb 16, 2021 Q4 2020
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-360
- 2.31%
$16.5K - $17.1K
15.2K $704K
Mar 05, 2021 Q4 2020
Chiron Capital Management, LLC

SELL
 -
-400
Closed
$18.3K - $19K
0 $0
Jan 26, 2021 Q4 2020
Columbus Macro, LLC

SELL
 -
-415
- 1.71%
$19K - $19.7K
23.9K $1.11M
Feb 08, 2021 Q4 2020
Beaumont Financial Partners, LLC

SELL
 -
-450
- 7.61%
$20.6K - $21.4K
5.47K $253K
Jan 13, 2021 Q4 2020
Raymond James Trust N.A.

SELL
 -
-564
- 10.22%
$25.8K - $26.8K
4.95K $230K
Feb 08, 2021 Q4 2020
Wealthpoint, LLC

SELL
 -
-760
- 15.22%
$34.8K - $36.2K
4.23K $196K
Feb 09, 2021 Q4 2020
Advisory Services Network, LLC

SELL
 -
-877
- 47.48%
$40.1K - $41.7K
970 $45K
Feb 01, 2021 Q4 2020
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-910
- 91.0%
$41.7K - $43.3K
90 $4.17K
Jan 19, 2021 Q4 2020
Triton Wealth Management, Pllc

SELL
 -
-926
- 4.75%
$42.4K - $44.1K
18.6K $861K
Jan 22, 2021 Q4 2020
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-953
- 11.62%
$43.6K - $45.4K
7.25K $336K
Feb 10, 2021 Q4 2020
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-1.2K
- 15.68%
$54.9K - $57.1K
6.45K $299K
Feb 01, 2021 Q4 2020
Harvest Investment Services, LLC

SELL
 -
-1.41K
- 6.55%
$64.4K - $67K
20.1K $931K
Feb 10, 2021 Q4 2020
Aptus Capital Advisors, LLC

SELL
 -
-1.55K
Closed
$70.9K - $73.8K
0 $0
Feb 12, 2021 Q4 2020
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-1.75K
- 1.08%
$80K - $83.2K
160K $7.41M
Feb 10, 2021 Q4 2020
Keel Point, LLC

Huntsville, AL
SELL
 -
-1.8K
- 19.69%
$82.2K - $85.4K
7.32K $339K
Feb 17, 2021 Q4 2020
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-2.04K
- 13.15%
$93.5K - $97.2K
13.5K $626K
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

SELL
 -
-2.05K
- 8.13%
$93.6K - $97.3K
23.1K $1.07M
Jan 27, 2021 Q4 2020
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-2.15K
- 14.57%
$98.6K - $103K
12.6K $585K
Feb 08, 2021 Q4 2020
Ifg Advisory, LLC

SELL
 -
-2.43K
- 12.85%
$111K - $116K
16.5K $764K
Jan 27, 2021 Q4 2020
Cwm, LLC

SELL
 -
-2.58K
Closed
$118K - $123K
0 $0
Feb 12, 2021 Q4 2020
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-2.62K
- 11.71%
$120K - $125K
19.8K $917K
Nov 14, 2024 Q4 2020
Plotkin Financial Advisors, LLC

Chevy Chase, MD
SELL
 -
-2.74K
- 30.35%
$125K - $130K
6.28K $291K
Jan 25, 2021 Q4 2020
Ifp Advisors, Inc

SELL
 -
-2.82K
- 33.6%
$129K - $134K
5.57K $258K
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-3K
- 5.98%
$137K - $143K
47.2K $2.19M
Feb 08, 2021 Q4 2020
Prudential PLC

London, England, X0
SELL
 -
-3.1K
- 2.47%
$142K - $148K
123K $5.68M
Feb 04, 2021 Q4 2020
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-3.18K
- 16.86%
$145K - $151K
15.7K $726K

Track Institutional and Insider Activities on FTSL

Follow FIRST TRUST SENIOR LN FUND and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FTSL shares.

Notify only if

Insider Trading

Get notified when an First Trust Senior Ln Fund insider buys or sells FTSL shares.

Notify only if

News

Receive news related to FIRST TRUST SENIOR LN FUND

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FTSL