Echo Wealth Management, LLC First Trust Senior Ln Fund Transaction History

Echo Wealth Management, LLC

$107 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$43.93 - $46.31 $653,458 - $688,861	-14,875 Reduced 26.63%	40,981 $1.83 Million
Q2 2022 Jul 29, 2022	SELL	$44.1 - $47.48 $70,207 - $75,588	-1,592 Reduced 2.77%	55,856 $2.46 Million
Q1 2022 May 16, 2022	BUY	$46.53 - $48.08 $854,011 - $882,460	18,354 Added 46.95%	57,448 $2.72 Million
Q4 2021 Jan 18, 2022	BUY	$47.49 - $48.05 $968,273 - $979,691	20,389 Added 109.0%	39,094 $1.88 Million
Q3 2021 Oct 22, 2021	BUY	$47.73 - $48.09 $33,697 - $33,951	706 Added 3.92%	18,705 $898,000

Q2 2021 Jul 14, 2021	SELL	$47.79 - $48.2 $13,333 - $13,447	-279 Reduced 1.53%	17,999 $864,000
Q1 2021 Apr 07, 2021	BUY	$47.54 - $48.25 $868,936 - $881,913	18,278 New	18,278 $875,000

Others Institutions Holding FTSL

# of Institutions

323

Shares Held

34.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.5M
Shares

$207 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.51M
Shares

$115 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.96M
Shares

$90.1 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.92M
Shares

$88.2 Million
0.02% of portfolio
One Capital Management, LLC Westlake Village, CA

1.3M
Shares

$59.8 Million
2.3% of portfolio

About FIRST TRUST SENIOR LN FUND

Ticker FTSL
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