Holistic Planning, LLC First Trust Senior Ln Fund Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Holistic Planning, LLC holds 8,989 shares of FTSL stock, worth $413,224. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,989
Previous 9,903 9.23%
Holding current value
$413,224
Previous $454 Million 9.32%
% of portfolio
0.11%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$45.81 - $46.18 $41,870 - $42,208
-914 Reduced 9.23%
8,989 $412 Million
Q2 2025

Jul 28, 2025
BUY
$44.58 - $46.07 $12,081 - $12,484
271 Added 2.81%
9,903 $454 Million
Q1 2025

Apr 23, 2025
BUY
$45.65 - $46.48 $439,700 - $447,695
9,632 New
9,632 $440 Million

Others Institutions Holding FTSL

# of Institutions
359
Shares Held
39.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SENIOR LN FUND

FTSL Quotes by TradingView
  • Ticker FTSL
  • Sector ETFs
  • Industry ETFs
More about FTSL
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