Global Wealth Management Investment Advisory, Inc. First Trust Senior Ln Fund Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 12, 2020	SELL	$41.79 - $46.3 $16,172 - $17,918	-387 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$46.95 - $48.0 $2,535 - $2,592	-54 Reduced 12.24%	387 $19,000
Q2 2019 Aug 20, 2019	SELL	$47.12 - $47.94 $88,208 - $89,743	-1,872 Reduced 80.93%	441 $21,000
Q1 2019 May 10, 2019	SELL	$45.5 - $47.68 $112,840 - $118,246	-2,480 Reduced 51.74%	2,313 $109,000
Q4 2018 Feb 14, 2019	BUY	$45.42 - $48.15 $217,698 - $230,782	4,793 New	4,793 $218,000

Others Institutions Holding FTSL

# of Institutions

343

Shares Held

33.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.91M
Shares

$181 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.79M
Shares

$82.9 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.72M
Shares

$79.5 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.55M
Shares

$71.9 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.36M
Shares

$62.9 Million
0.01% of portfolio

View Full List

About FIRST TRUST SENIOR LN FUND

Ticker FTSL
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