Purchases and Sales Made in Q4 2022 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 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 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
38
New
$1.68K - $1.73K
38 $1.76K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
26
+ 16.88%
$1.15K - $1.18K
180 $8.34K
Feb 14, 2023 Q4 2022
Fwl Investment Management, LLC

BUY
 -
25
New
$1.11K - $1.14K
25 $1.16K
Feb 03, 2023 Q4 2022
Peterson Financial Group, Inc.

BUY
 -
17
+ 0.35%
$753 - $772
4.86K $225K
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
6
+ 1.47%
$266 - $273
414 $19.2K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
6
+ 0.26%
$266 - $273
2.3K $107K
Feb 14, 2023 Q4 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
5
+ 0.08%
$221 - $227
6.39K $296K
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1
+ 1.45%
$44.3 - $45.4
70 $3.25K
Feb 06, 2023 Q4 2022
Cottonwood Capital Advisors, LLC

SELL
 -
-20
- 0.03%
$885 - $909
77.9K $3.61M
Jan 31, 2023 Q4 2022
Global Assets Advisory, LLC

Orlando, FL
SELL
 -
-24
- 0.2%
$1.06K - $1.09K
11.7K $542K
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

SELL
 -
-67
- 0.64%
$2.97K - $3.04K
10.4K $483K
Feb 08, 2023 Q4 2022
Alpha Star Capital Management, LLC

SELL
 -
-145
- 1.95%
$6.42K - $6.59K
7.3K $338K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

SELL
 -
-160
- 4.64%
$7.08K - $7.27K
3.29K $153K
Feb 10, 2023 Q4 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-193
- 3.1%
$8.54K - $8.77K
6.04K $280K
Feb 06, 2023 Q4 2022
Investors Research Corp

SELL
 -
-217
- 0.61%
$9.61K - $9.86K
35.4K $1.64M
Nov 14, 2024 Q4 2022
Plotkin Financial Advisors, LLC

Chevy Chase, MD
SELL
 -
-241
- 1.94%
$10.7K - $11K
12.2K $566K
Jan 30, 2023 Q4 2022
Moloney Securities Asset Management, LLC

SELL
 -
-252
- 1.47%
$11.2K - $11.5K
16.9K $786K
Jan 02, 2024 Q4 2022
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-252
- 3.0%
$11.2K - $11.5K
8.16K $378K
Feb 10, 2023 Q4 2022
Cherry Creek Investment Advisors, Inc.

SELL
 -
-338
- 0.22%
$15K - $15.4K
150K $6.96M
Jan 23, 2023 Q4 2022
Clear Creek Financial Management, LLC

SELL
 -
-343
- 0.91%
$15.2K - $15.6K
37.3K $1.73M
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-345
- 4.67%
$15.3K - $15.7K
7.05K $327K
Feb 06, 2023 Q4 2022
Ifrah Financial Services, Inc.

SELL
 -
-365
- 0.87%
$16.2K - $16.6K
41.8K $1.94M
Sep 12, 2023 Q4 2022
New Republic Capital, LLC

Charlotte, NC
SELL
 -
-406
- 78.38%
$18K - $18.4K
112 $5.19K
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

SELL
 -
-411
- 48.99%
$18.2K - $18.7K
428 $19.8K
Feb 10, 2023 Q4 2022
Wealthfront Advisers LLC

SELL
 -
-422
- 8.47%
$18.7K - $19.2K
4.56K $211K
Feb 14, 2023 Q4 2022
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-446
- 3.55%
$19.7K - $20.3K
12.1K $562K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-532
- 28.33%
$23.6K - $24.2K
1.35K $62.4K
Jan 27, 2023 Q4 2022
Pfg Advisors

SELL
 -
-599
- 6.71%
$26.5K - $27.2K
8.32K $386K
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

SELL
 -
-644
- 9.19%
$28.5K - $29.3K
6.37K $295K
Feb 13, 2023 Q4 2022
Jacobi Capital Management LLC

SELL
 -
-671
- 6.85%
$29.7K - $30.5K
9.13K $423K
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

SELL
 -
-743
- 1.21%
$32.9K - $33.8K
60.8K $2.82M
Feb 07, 2023 Q4 2022
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-828
- 6.33%
$36.7K - $37.6K
12.3K $568K
Feb 06, 2023 Q4 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-840
- 7.91%
$37.2K - $38.2K
9.78K $453K
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-846
- 1.99%
$37.5K - $38.4K
41.7K $1.93M
Feb 13, 2023 Q4 2022
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-945
- 10.89%
$41.8K - $42.9K
7.73K $358K
Jan 19, 2023 Q4 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-1.21K
- 86.38%
$53.3K - $54.8K
190 $8.81K
Jan 12, 2023 Q4 2022
Strateg Iq Financial Group, LLC

SELL
 -
-1.3K
- 3.05%
$57.4K - $58.9K
41.2K $1.91M
Jan 10, 2023 Q4 2022
Wiley Bros. Aintree Capital, LLC

SELL
 -
-1.31K
- 7.34%
$57.8K - $59.3K
16.5K $764K
Jan 31, 2023 Q4 2022
Ifg Advisory, LLC

SELL
 -
-1.43K
- 4.13%
$63.4K - $65K
33.2K $1.54M
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.51K
- 5.03%
$66.7K - $68.5K
28.5K $1.32M
Jan 17, 2023 Q4 2022
Sterling Manor Financial, LLC

SELL
 -
-1.51K
- 8.99%
$66.7K - $68.5K
15.2K $707K
Feb 07, 2023 Q4 2022
Northwest Wealth Management, LLC

SELL
 -
-1.55K
- 9.19%
$68.6K - $70.4K
15.3K $710K
Jan 17, 2023 Q4 2022
First Premier Bank

SELL
 -
-1.78K
- 80.87%
$78.8K - $80.9K
421 $19.5K
Jan 27, 2023 Q4 2022
Columbia Advisory Partners LLC

SELL
 -
-1.91K
- 16.66%
$84.4K - $86.7K
9.54K $442K
Feb 21, 2023 Q4 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-2.04K
- 3.54%
$90.2K - $92.6K
55.5K $2.57M
Feb 13, 2023 Q4 2022
Private Advisory Group LLC

Redmond, WA
SELL
 -
-2.11K
- 5.44%
$93.5K - $96K
36.7K $1.7M
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-2.23K
- 4.44%
$98.5K - $101K
47.9K $2.22M
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-2.38K
- 9.14%
$106K - $108K
23.7K $1.1M
Jan 20, 2023 Q4 2022
Newman Dignan & Sheerar, Inc.

SELL
 -
-2.68K
- 19.81%
$119K - $122K
10.9K $504K

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