Summit Investment Advisors, Inc. First Trust Senior Ln Fund Transaction History
Summit Investment Advisors, Inc.
- $121 Billion
- Q2 2025
A detailed history of Summit Investment Advisors, Inc. transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 19,870 shares of FTSL stock, worth $910,840. This represents 0.75% of its overall portfolio holdings.
Number of Shares
19,870
Previous 17,712
12.18%
Holding current value
$910,840
Previous $809 Million
12.85%
% of portfolio
0.75%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding FTSL
# of Institutions
364Shares Held
39.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.67MShares$214 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$94 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.93MShares$88.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.88MShares$86 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.5MShares$68.9 Million0.02% of portfolio