Edmonds Duncan Registered Investment Advisors, LLC First Trust Senior Ln Fund Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$410 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 06, 2023	BUY	$44.57 - $45.56 $651,167 - $665,631	14,610 Added 5.65%	273,415 $12.4 Million
Q1 2023 Apr 12, 2023	SELL	$44.68 - $45.87 $46,601 - $47,842	-1,043 Reduced 0.4%	258,805 $11.7 Million
Q4 2022 Jan 20, 2023	BUY	$44.39 - $45.44 $11.5 Million - $11.8 Million	259,848 New	259,848 $0

Others Institutions Holding FTSL

# of Institutions

323

Shares Held

34.4M

Call Options Held

Put Options Held

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

View Full List

About FIRST TRUST SENIOR LN FUND

Ticker FTSL
Sector ETFs
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