Legacy Wealth Managment, Llc/Id First Trust Senior Ln Fund Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 37,477 shares of FTSL stock, worth $1.72 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
37,477
Previous 35,870 4.48%
Holding current value
$1.72 Million
Previous $1.65 Million 4.31%
% of portfolio
1.18%
Previous 1.37%

Shares

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

Nov 12, 2025
BUY
$45.81 - $46.18 $73,616 - $74,211
1,607 Added 4.48%
37,477 $1.72 Million
Q2 2025

Aug 06, 2025
SELL
$44.58 - $46.07 $264,002 - $272,826
-5,922 Reduced 14.17%
35,870 $1.65 Million
Q1 2025

May 16, 2025
SELL
$45.65 - $46.48 $405,600 - $412,974
-8,885 Reduced 17.53%
41,792 $1.91 Million
Q4 2024

Feb 13, 2025
SELL
$45.9 - $46.48 $431,919 - $437,376
-9,410 Reduced 15.66%
50,677 $2.34 Million
Q3 2024

Nov 15, 2024
BUY
$45.51 - $46.26 $2.73 Million - $2.78 Million
60,087 New
60,087 $2.76 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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