Inspirion Wealth Advisors, LLC First Trust Senior Ln Fund Transaction History

Inspirion Wealth Advisors, LLC

$603 Million
Q1 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 8,215 shares of FTSL stock, worth $376,164. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,215

Previous 8,718 5.77%

Holding current value

$376,164

Previous $401,000 5.49%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$45.8 - $46.4 $23,037 - $23,339	-503 Reduced 5.77%	8,215 $379,000
Q4 2023 Jan 10, 2024	SELL	$45.35 - $46.28 $49,431 - $50,445	-1,090 Reduced 11.11%	8,718 $401,000
Q3 2023 Oct 13, 2023	SELL	$45.24 - $46.08 $25,922 - $26,403	-573 Reduced 5.52%	9,808 $448,000
Q2 2023 Jul 20, 2023	SELL	$44.57 - $45.56 $20,011 - $20,456	-449 Reduced 4.15%	10,381 $470,000
Q1 2023 Apr 07, 2023	SELL	$44.68 - $45.87 $366,197 - $375,950	-8,196 Reduced 43.08%	10,830 $489,000

Q4 2022 Jan 18, 2023	SELL	$44.39 - $45.44 $271,045 - $277,456	-6,106 Reduced 24.3%	19,026 $0
Q3 2022 Oct 18, 2022	BUY	$43.93 - $46.31 $148,966 - $157,037	3,391 Added 15.6%	25,132 $1.11 Million
Q2 2022 Jul 27, 2022	BUY	$44.1 - $47.48 $958,778 - $1.03 Million	21,741 New	21,741 $959,000

Others Institutions Holding FTSL

# of Institutions

322

Shares Held

34.4M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST SENIOR LN FUND

Ticker FTSL
Sector ETFs
Industry ETFs

More about FTSL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Account

Inspirion Wealth Advisors, LLC First Trust Senior Ln Fund Transaction History