Acorn Wealth Advisors, LLC First Trust Senior Ln Fund Transaction History

Acorn Wealth Advisors, LLC

  • $185 Million
  • Q1 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 5,817 shares of FTSL stock, worth $267,174. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,817
Previous 6,067 4.12%
Holding current value
$267,174
Previous $279,000 3.94%
% of portfolio
0.15%
Previous 0.17%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$45.8 - $46.4 $11,450 - $11,600
-250 Reduced 4.12%
5,817 $268,000
Q4 2023

Feb 07, 2024
BUY
$45.35 - $46.28 $3,764 - $3,841
83 Added 1.39%
6,067 $279,000
Q3 2023

Nov 07, 2023
SELL
$45.24 - $46.08 $6,921 - $7,050
-153 Reduced 2.49%
5,984 $273,000
Q2 2023

Aug 02, 2023
BUY
$44.57 - $45.56 $668 - $683
15 Added 0.25%
6,137 $278,000
Q1 2023

May 09, 2023
BUY
$44.68 - $45.87 $3,842 - $3,944
86 Added 1.42%
6,122 $276,000
Q4 2022

Feb 10, 2023
SELL
$44.39 - $45.44 $8,567 - $8,769
-193 Reduced 3.1%
6,036 $269,000
Q3 2022

Nov 09, 2022
BUY
$43.93 - $46.31 $9,444 - $9,956
215 Added 3.57%
6,229 $274,000
Q2 2022

Aug 08, 2022
BUY
$44.1 - $47.48 $265,217 - $285,544
6,014 New
6,014 $265,000
Q1 2020

May 13, 2020
SELL
$37.0 - $48.14 $174,566 - $227,124
-4,718 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$46.95 - $48.0 $22,160 - $22,656
472 Added 11.12%
4,718 $227,000
Q3 2019

Nov 21, 2019
BUY
$47.0 - $47.7 $199,562 - $202,534
4,246 New
4,246 $201,000
Q4 2018

Feb 04, 2019
SELL
$45.42 - $48.15 $858,755 - $910,372
-18,907 Closed
0 $0
Q1 2018

May 14, 2018
SELL
$48.05 - $48.38 $4,901 - $4,934
-102 Reduced 0.54%
18,907 $910,000
Q4 2017

Feb 14, 2018
BUY
$47.97 - $48.36 $911,861 - $919,275
19,009
19,009 $916,000

Others Institutions Holding FTSL

# of Institutions
323
Shares Held
34.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SENIOR LN FUND

FTSL Quotes by TradingView
  • Ticker FTSL
  • Sector ETFs
  • Industry ETFs
More about FTSL
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