A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 137,817 shares of FTSL stock, worth $6.33 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
137,817
Previous 146,358 5.84%
Holding current value
$6.33 Million
Previous $6.74 Million 5.55%
% of portfolio
0.19%
Previous 0.22%

Shares

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

May 06, 2024

SELL
$45.8 - $46.4 $391,177 - $396,302
-8,541 Reduced 5.84%
137,817 $6.37 Million
Q4 2023

Feb 06, 2024

SELL
$45.35 - $46.28 $62,673 - $63,958
-1,382 Reduced 0.94%
146,358 $6.74 Million
Q3 2023

Nov 02, 2023

BUY
$45.24 - $46.08 $47,456 - $48,337
1,049 Added 0.72%
147,740 $6.76 Million
Q2 2023

Aug 11, 2023

SELL
$44.57 - $45.56 $316,937 - $323,977
-7,111 Reduced 4.62%
146,691 $6.65 Million
Q1 2023

May 09, 2023

SELL
$44.68 - $45.87 $147,756 - $151,692
-3,307 Reduced 2.1%
153,802 $6.96 Million
Q4 2022

Feb 07, 2023

SELL
$44.39 - $45.44 $487,801 - $499,340
-10,989 Reduced 6.54%
157,109 $7.01 Million
Q3 2022

Nov 02, 2022

BUY
$43.93 - $46.31 $987,019 - $1.04 Million
22,468 Added 15.43%
168,098 $7.41 Million
Q2 2022

Aug 02, 2022

BUY
$44.1 - $47.48 $27,827 - $29,959
631 Added 0.44%
145,630 $6.42 Million
Q1 2022

May 13, 2022

SELL
$46.53 - $48.08 $225,763 - $233,284
-4,852 Reduced 3.24%
144,999 $6.82 Million
Q4 2021

Feb 14, 2022

SELL
$47.49 - $48.05 $9,070 - $9,177
-191 Reduced 0.13%
149,851 $7.18 Million
Q3 2021

Nov 02, 2021

SELL
$47.73 - $48.09 $139,944 - $140,999
-2,932 Reduced 1.92%
150,042 $7.18 Million
Q2 2021

Aug 12, 2021

BUY
$47.79 - $48.2 $1.19 Million - $1.2 Million
24,821 Added 19.37%
152,974 $7.34 Million
Q1 2021

May 17, 2021

SELL
$47.54 - $48.25 $1.51 Million - $1.53 Million
-31,763 Reduced 19.86%
128,153 $6.14 Million
Q4 2020

Feb 12, 2021

SELL
$45.77 - $47.59 $80,005 - $83,187
-1,748 Reduced 1.08%
159,916 $7.61 Million
Q3 2020

Nov 12, 2020

SELL
$45.26 - $46.86 $514,923 - $533,126
-11,377 Reduced 6.57%
161,664 $7.44 Million
Q2 2020

Aug 12, 2020

SELL
$41.79 - $46.3 $67,114 - $74,357
-1,606 Reduced 0.92%
173,041 $7.81 Million
Q1 2020

May 11, 2020

BUY
$37.0 - $48.14 $3.66 Million - $4.76 Million
98,914 Added 130.61%
174,647 $7.3 Million
Q4 2019

Feb 13, 2020

SELL
$46.95 - $48.0 $85,214 - $87,120
-1,815 Reduced 2.34%
75,733 $3.63 Million
Q3 2019

Nov 13, 2019

SELL
$47.0 - $47.7 $279,932 - $284,101
-5,956 Reduced 7.13%
77,548 $3.68 Million
Q2 2019

Aug 12, 2019

SELL
$47.12 - $47.94 $191,071 - $194,396
-4,055 Reduced 4.63%
83,504 $3.94 Million
Q1 2019

May 13, 2019

BUY
$45.5 - $47.68 $251,160 - $263,193
5,520 Added 6.73%
87,559 $4.12 Million
Q4 2018

Feb 13, 2019

BUY
$45.42 - $48.15 $3.3 Million - $3.5 Million
72,752 Added 783.37%
82,039 $3.73 Million
Q3 2018

Nov 13, 2018

BUY
$47.77 - $48.11 $57,753 - $58,164
1,209 Added 14.97%
9,287 $446,000
Q2 2018

Aug 13, 2018

SELL
$47.77 - $48.3 $56,846 - $57,477
-1,190 Reduced 12.84%
8,078 $386,000
Q1 2018

May 14, 2018

BUY
$48.05 - $48.38 $47,521 - $47,847
989 Added 11.95%
9,268 $446,000
Q1 2018

May 14, 2018

SELL
$48.05 - $48.38 $18,307 - $18,432
-381 Reduced 4.4%
8,279 $446,000
Q4 2017

Feb 12, 2018

BUY
$47.97 - $48.36 $3,022 - $3,046
63 Added 0.73%
8,660 $416,000
Q3 2017

Nov 13, 2017

SELL
$48.16 - $48.19 $4,334 - $4,337
-90 Reduced 1.04%
8,597 $414,000
Q2 2017

Aug 10, 2017

BUY
N/A
8,687
8,687 $420,000

Others Institutions Holding FTSL

About FIRST TRUST SENIOR LN FUND


  • Ticker FTSL
  • Sector ETFs
  • Industry ETFs
More about FTSL
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.