Purchases and Sales Made in Q4 2022 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.74K+ 3.62% |
$77.1K - $79.2K
|
49.8K
$2.31M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.66K+ 33.84% |
$73.3K - $75.2K
|
6.55K
$303K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
1.61K+ 1.37% |
$71.5K - $73.3K
|
120K
$5.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.55K+ 13.93% |
$68.7K - $70.5K
|
12.7K
$588K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.54K+ 1263.11% |
$68.2K - $70K
|
1.66K
$77.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.5K+ 3.47% |
$66.3K - $68.1K
|
44.6K
$2.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.44K+ 12.69% |
$63.6K - $65.3K
|
12.8K
$592K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.43KNew |
$63.3K - $65K
|
1.43K
$66.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.42K+ 1433.33% |
$62.8K - $64.5K
|
1.52K
$70.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.41K+ 78.46% |
$62.4K - $64.1K
|
3.21K
$149K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.4KNew |
$62.1K - $63.8K
|
1.4K
$65K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1.36K+ 0.47% |
$60.3K - $61.8K
|
290K
$13.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.36K+ 3.98% |
$60K - $61.6K
|
35.4K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.35KNew |
$59.6K - $61.2K
|
1.35K
$62.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.34K+ 14.91% |
$59.3K - $60.9K
|
10.3K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
1.1KNew |
$48.6K - $49.9K
|
1.1K
$50.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.04K+ 20.72% |
$46.1K - $47.3K
|
6.06K
$281K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 4.0% |
$45.1K - $46.3K
|
26.5K
$1.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
917+ 1.52% |
$40.6K - $41.7K
|
61.3K
$2.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
788+ 5.73% |
$34.9K - $35.8K
|
14.5K
$674K
|
|
|
Jan 20, 2023
Q4 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
688+ 14.83% |
$30.5K - $31.3K
|
5.33K
$247K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
677+ 57.42% |
$30K - $30.8K
|
1.86K
$86K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
666+ 2.95% |
$29.5K - $30.3K
|
23.3K
$1.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
606+ 3.72% |
$26.8K - $27.5K
|
16.9K
$784K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
523+ 3.37% |
$23.2K - $23.8K
|
16K
$743K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
521New |
$23.1K - $23.7K
|
521
$24.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
413+ 3.93% |
$18.3K - $18.8K
|
10.9K
$506K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
400New |
$17.7K - $18.2K
|
400
$18.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
327New |
$14.5K - $14.9K
|
327
$15.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
323+ 2.15% |
$14.3K - $14.7K
|
15.4K
$712K
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
302+ 7.19% |
$13.4K - $13.7K
|
4.5K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
300+ 25.0% |
$13.3K - $13.6K
|
1.5K
$69.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
228+ 3.06% |
$10.1K - $10.4K
|
7.68K
$356K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
218New |
$9.65K - $9.91K
|
218
$10.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
198+ 1.02% |
$8.77K - $9K
|
19.6K
$908K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
178+ 24.62% |
$7.88K - $8.09K
|
901
$41.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
169+ 1.64% |
$7.48K - $7.68K
|
10.5K
$486K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
136+ 2.32% |
$6.02K - $6.18K
|
5.99K
$278K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
100New |
$4.43K - $4.54K
|
100
$4.64K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
93+ 1.63% |
$4.12K - $4.23K
|
5.79K
$268K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
85+ 177.08% |
$3.76K - $3.86K
|
133
$6.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
78New |
$3.45K - $3.54K
|
78
$3.62K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
71+ 0.3% |
$3.14K - $3.23K
|
24.1K
$1.12M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70New |
$3.1K - $3.18K
|
70
$3.25K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
64+ 0.28% |
$2.83K - $2.91K
|
22.5K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
62+ 1.27% |
$2.74K - $2.82K
|
4.94K
$229K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
51New |
$2.26K - $2.32K
|
51
$2.36K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
48New |
$2.12K - $2.18K
|
48
$2.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
44+ 0.7% |
$1.95K - $2K
|
6.29K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
42+ 0.23% |
$1.86K - $1.91K
|
18K
$834K
|