Cornerstone Planning Group LLC First Trust Senior Ln Fund Transaction History

Cornerstone Planning Group LLC

$490 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$44.27 - $45.44 $2.37 Million - $2.43 Million	53,581 New	53,581 $2.45 Billion

Others Institutions Holding FTSL

# of Institutions

365

Shares Held

39.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.67M
Shares

$214 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.05M
Shares

$94 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.93M
Shares

$88.5 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.88M
Shares

$85.9 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.5M
Shares

$68.8 Million
0.02% of portfolio

About FIRST TRUST SENIOR LN FUND

Ticker FTSL
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