A detailed history of Ivc Wealth Advisors LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 12,219 shares of FTSL stock, worth $559,508. This represents 0.33% of its overall portfolio holdings.

Number of Shares
12,219
Previous 12,908 5.34%
Holding current value
$559,508
Previous $594,000 5.05%
% of portfolio
0.33%
Previous 0.37%

Shares

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

Apr 19, 2024

SELL
$45.8 - $46.4 $31,556 - $31,969
-689 Reduced 5.34%
12,219 $564,000
Q4 2023

Jan 10, 2024

SELL
$45.35 - $46.28 $52,424 - $53,499
-1,156 Reduced 8.22%
12,908 $594,000
Q3 2023

Oct 05, 2023

SELL
$45.24 - $46.08 $91,837 - $93,542
-2,030 Reduced 12.61%
14,064 $643,000
Q2 2023

Jul 13, 2023

SELL
$44.57 - $45.56 $93,686 - $95,767
-2,102 Reduced 11.55%
16,094 $729,000
Q1 2023

Apr 13, 2023

SELL
$44.68 - $45.87 $45,931 - $47,154
-1,028 Reduced 5.35%
18,196 $823,000
Q4 2022

Jan 17, 2023

SELL
$44.39 - $45.44 $305,580 - $312,808
-6,884 Reduced 26.37%
19,224 $0
Q3 2022

Oct 12, 2022

SELL
$43.93 - $46.31 $262,393 - $276,609
-5,973 Reduced 18.62%
26,108 $1.15 Million
Q2 2022

Jul 11, 2022

SELL
$44.1 - $47.48 $1.87 Million - $2.01 Million
-42,309 Reduced 56.87%
32,081 $1.42 Million
Q1 2022

Apr 27, 2022

BUY
$46.53 - $48.08 $29,453 - $30,434
633 Added 0.86%
74,390 $3.5 Million
Q4 2021

Jan 13, 2022

BUY
$47.49 - $48.05 $282,612 - $285,945
5,951 Added 8.78%
73,757 $3.53 Million
Q3 2021

Oct 08, 2021

BUY
$47.73 - $48.09 $285,473 - $287,626
5,981 Added 9.67%
67,806 $3.25 Million
Q2 2021

Jul 13, 2021

BUY
$47.79 - $48.2 $714,842 - $720,975
14,958 Added 31.92%
61,825 $2.97 Million
Q1 2021

Apr 20, 2021

BUY
$47.54 - $48.25 $2.23 Million - $2.26 Million
46,867 New
46,867 $2.24 Million

Others Institutions Holding FTSL

About FIRST TRUST SENIOR LN FUND


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

Track Ivc Wealth Advisors LLC Portfolio

Follow Ivc Wealth Advisors LLC 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 Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.