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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.63K- 25.48% |
$121K - $122K
|
7.68K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.01K- 13.97% |
$138K - $140K
|
18.5K
$857K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.16K- 26.33% |
$145K - $147K
|
8.85K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.23K- 27.86% |
$148K - $150K
|
8.38K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.28K- 4.94% |
$151K - $153K
|
63.1K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.68K- 99.92% |
$169K - $171K
|
3
$139
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.79K- 4.56% |
$174K - $176K
|
79.3K
$3.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.84K- 4.63% |
$176K - $178K
|
79.1K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-4.08K- 9.71% |
$187K - $190K
|
37.9K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.3K- 15.04% |
$198K - $200K
|
24.3K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.57K- 23.82% |
$210K - $212K
|
14.6K
$676K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.73K- 8.22% |
$217K - $220K
|
52.8K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.18K- 3.72% |
$238K - $241K
|
134K
$6.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.82K- 31.5% |
$267K - $270K
|
12.6K
$585K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.11K- 26.96% |
$280K - $284K
|
16.6K
$766K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-6.3K- 5.6% |
$289K - $293K
|
106K
$4.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-6.85K- 4.78% |
$314K - $318K
|
136K
$6.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.55K- 17.1% |
$392K - $397K
|
41.4K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.75K- 17.85% |
$401K - $407K
|
40.3K
$1.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.84K- 13.61% |
$406K - $411K
|
56.2K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-9.18K- 15.7% |
$422K - $427K
|
49.3K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-9.41K- 15.66% |
$432K - $437K
|
50.7K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-9.41K- 15.66% |
$432K - $437K
|
50.7K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.4K- 34.78% |
$478K - $484K
|
19.5K
$904K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-10.9K- 22.92% |
$498K - $505K
|
36.5K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.9K- 34.48% |
$501K - $507K
|
20.7K
$960K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-11K- 79.38% |
$503K - $510K
|
2.85K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11.2K- 71.91% |
$516K - $522K
|
4.39K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.6K- 26.17% |
$533K - $540K
|
32.8K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.7K- 15.04% |
$584K - $592K
|
71.9K
$3.33M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-13K- 26.68% |
$595K - $602K
|
35.6K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-15.7K- 4.62% |
$719K - $729K
|
324K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.1K- 18.52% |
$879K - $890K
|
84.3K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.6K- 9.18% |
$901K - $913K
|
194K
$9M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-22.3K- 68.73% |
$1.02M - $1.04M
|
10.1K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.6K- 7.86% |
$1.04M - $1.05M
|
265K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-28.8K- 42.84% |
$1.32M - $1.34M
|
38.5K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.5K- 7.71% |
$1.81M - $1.83M
|
472K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41.4K- 96.88% |
$1.9M - $1.93M
|
1.34K
$61.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-60.7K- 68.48% |
$2.79M - $2.82M
|
27.9K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-61.6K- 53.06% |
$2.83M - $2.86M
|
54.5K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-100K- 10.17% |
$4.6M - $4.66M
|
886K
$41M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-126KClosed |
$5.77M - $5.84M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129K- 7.52% |
$5.92M - $5.99M
|
1.59M
$73.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-240K- 29.71% |
$11M - $11.2M
|
569K
$26.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-313K- 81.44% |
$14.4M - $14.5M
|
71.2K
$3.3M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-332K- 97.61% |
$15.2M - $15.4M
|
8.14K
$377K
|