Purchases and Sales Made in Q4 2024 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q4 2024. 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 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
349+ 23.1% |
$16K - $16.2K
|
1.86K
$86.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
341+ 2.82% |
$15.7K - $15.8K
|
12.4K
$575K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
335+ 4.15% |
$15.4K - $15.6K
|
8.41K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
327New |
$15K - $15.2K
|
327
$15.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
276New |
$12.7K - $12.8K
|
276
$12.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
225New |
$10.3K - $10.5K
|
225
$10.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
201New |
$9.23K - $9.34K
|
201
$9.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
201+ 5.54% |
$9.23K - $9.34K
|
3.83K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
200New |
$9.18K - $9.3K
|
200
$9.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$9.18K - $9.3K
|
200
$9.26K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
187+ 0.46% |
$8.58K - $8.69K
|
40.6K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
179New |
$8.22K - $8.32K
|
179
$8.29K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
175+ 0.13% |
$8.03K - $8.13K
|
131K
$6.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
164+ 2.15% |
$7.53K - $7.62K
|
7.81K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
161+ 1.85% |
$7.39K - $7.48K
|
8.87K
$411K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
141New |
$6.47K - $6.55K
|
141
$6.53K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
128+ 1.03% |
$5.88K - $5.95K
|
12.6K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
123New |
$5.65K - $5.72K
|
123
$5.69K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
121+ 1.84% |
$5.55K - $5.62K
|
6.71K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
117New |
$5.37K - $5.44K
|
117
$5.42K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
113New |
$5.19K - $5.25K
|
113
$5.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
95+ 1.83% |
$4.36K - $4.42K
|
5.28K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
80+ 1.09% |
$3.67K - $3.72K
|
7.39K
$342K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
69+ 0.59% |
$3.17K - $3.21K
|
11.7K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
37+ 1.45% |
$1.7K - $1.72K
|
2.59K
$120K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
36+ 0.1% |
$1.65K - $1.67K
|
36K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 1.67% |
$1.56K - $1.58K
|
2.06K
$95.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
33+ 0.27% |
$1.51K - $1.53K
|
12.4K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
31+ 0.56% |
$1.42K - $1.44K
|
5.59K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23New |
$1.06K - $1.07K
|
23
$1.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
22+ 0.23% |
$1.01K - $1.02K
|
9.42K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21+ 1.77% |
$964 - $976
|
1.21K
$56K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.38% |
$918 - $930
|
5.34K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 0.06% |
$643 - $651
|
23.8K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
12New |
$551 - $558
|
12
$555
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11+ 0.1% |
$505 - $511
|
11.2K
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
9+ 0.18% |
$413 - $418
|
4.91K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
8+ 0.14% |
$367 - $372
|
5.81K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.01% |
$184 - $186
|
34.6K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 1.22% |
$138 - $139
|
249
$11.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 1.58% |
$138 - $139
|
193
$8.93K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$91.8 - $93
|
18.5K
$855K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$45.9 - $46.5
|
17.5K
$812K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$45.9 - $46.5
|
135K
$6.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 5.88% |
$45.9 - $46.5
|
18
$833
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1- 0.38% |
$45.9 - $46.5
|
265
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1- -0.0% |
$45.9 - $46.5
|
35.1K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11- 0.01% |
$505 - $511
|
152K
$7.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-12- 0.17% |
$551 - $558
|
7.24K
$335K
|