Concurrent Investment Advisors, LLC First Trust Senior Ln Fund Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 61,759 shares of FTSL stock, worth $2.84 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

61,759

Previous 150,834 59.05%

Holding current value

$2.84 Million

Previous $6.89 Billion 58.84%

% of portfolio

0.05%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$44.58 - $46.07 $3.97 Million - $4.1 Million	-89,075 Reduced 59.05%	61,759 $2.83 Billion
Q1 2025 Apr 29, 2025	BUY	$45.65 - $46.48 $408,202 - $415,624	8,942 Added 6.3%	150,834 $6.89 Billion
Q4 2024 Feb 03, 2025	BUY	$45.9 - $46.48 $484,658 - $490,782	10,559 Added 8.04%	141,892 $6.56 Billion
Q3 2024 Oct 30, 2024	BUY	$45.51 - $46.26 $482,952 - $490,911	10,612 Added 8.79%	131,333 $6.03 Billion
Q2 2024 Jul 30, 2024	BUY	$45.71 - $46.33 $2.66 Million - $2.7 Million	58,193 Added 93.07%	120,721 $5.52 Billion
Q1 2024 May 07, 2024	BUY	$45.8 - $46.4 $498,441 - $504,971	10,883 Added 21.07%	62,528 $2.89 Billion
Q4 2023 Apr 15, 2024	BUY	$45.35 - $46.28 $2.34 Million - $2.39 Million	51,645 New	51,645 $2.38 Billion

Others Institutions Holding FTSL

# of Institutions

366

Shares Held

39M

Call Options Held

Put Options Held

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About FIRST TRUST SENIOR LN FUND

Ticker FTSL
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Concurrent Investment Advisors, LLC First Trust Senior Ln Fund Transaction History