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 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-12- 0.08% |
$551 - $558
|
15K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12- 0.08% |
$551 - $558
|
15K
$696K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-24- 0.22% |
$1.1K - $1.12K
|
10.8K
$499K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-40- 0.6% |
$1.84K - $1.86K
|
6.6K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-51- 13.46% |
$2.34K - $2.37K
|
328
$15.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-62- 0.32% |
$2.85K - $2.88K
|
19.5K
$903K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-103- 1.58% |
$4.73K - $4.79K
|
6.41K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-113- 1.84% |
$5.19K - $5.25K
|
6.03K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-125- 0.36% |
$5.74K - $5.81K
|
34.7K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-150- 3.2% |
$6.89K - $6.97K
|
4.53K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-153- 1.91% |
$7.02K - $7.11K
|
7.88K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-160- 18.6% |
$7.34K - $7.44K
|
700
$32.4K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-256- 39.57% |
$11.8K - $11.9K
|
391
$18.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-278- 0.37% |
$12.8K - $12.9K
|
75.7K
$3.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-309- 2.27% |
$14.2K - $14.4K
|
13.3K
$616K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-317- 4.9% |
$14.6K - $14.7K
|
6.15K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-322- 0.58% |
$14.8K - $15K
|
55K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-416- 4.09% |
$19.1K - $19.3K
|
9.77K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-430- 2.45% |
$19.7K - $20K
|
17.2K
$794K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-459- 2.43% |
$21.1K - $21.3K
|
18.4K
$852K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-460- 1.09% |
$21.1K - $21.4K
|
41.7K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-497- 7.0% |
$22.8K - $23.1K
|
6.6K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-512- 4.68% |
$23.5K - $23.8K
|
10.4K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-530- 0.63% |
$24.3K - $24.6K
|
84K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-604- 2.6% |
$27.7K - $28.1K
|
22.6K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-640- 2.67% |
$29.4K - $29.7K
|
23.3K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-657- 6.29% |
$30.2K - $30.5K
|
9.78K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-732- 0.92% |
$33.6K - $34K
|
78.7K
$3.64M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-818- 0.64% |
$37.5K - $38K
|
128K
$5.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-825- 2.64% |
$37.9K - $38.3K
|
30.4K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-944- 8.78% |
$43.3K - $43.9K
|
9.81K
$454K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-981- 1.86% |
$45K - $45.6K
|
51.6K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.11K- 1.08% |
$50.7K - $51.4K
|
102K
$4.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.13K- 18.82% |
$52.1K - $52.7K
|
4.89K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.14K- 5.68% |
$52.5K - $53.1K
|
19K
$879K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.17K- 7.0% |
$53.7K - $54.3K
|
15.5K
$719K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.17K- 10.46% |
$53.8K - $54.5K
|
10K
$465K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.25K- 12.75% |
$57.5K - $58.2K
|
8.57K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 8.93% |
$58.3K - $59.1K
|
13K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.45K- 19.56% |
$66.7K - $67.5K
|
5.98K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.47K- 13.55% |
$67.4K - $68.3K
|
9.37K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.5K- 2.91% |
$68.7K - $69.6K
|
49.9K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 5.79% |
$72.3K - $73.2K
|
25.6K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.88K- 1.37% |
$86.4K - $87.5K
|
136K
$6.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.9K- 2.79% |
$87.4K - $88.5K
|
66.3K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.93K- 4.33% |
$88.4K - $89.5K
|
42.5K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.94K- 2.22% |
$89K - $90.1K
|
85.2K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.02K- 12.78% |
$92.7K - $93.9K
|
13.8K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.1K- 75.8% |
$96.2K - $97.4K
|
669
$31K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.61K- 9.38% |
$120K - $121K
|
25.2K
$1.17M
|