Morris Retirement Advisors, LLC First Trust Senior Ln Fund Transaction History

Morris Retirement Advisors, LLC

  • $180 Million
  • Q3 2024

A detailed history of Morris Retirement Advisors, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 12,475 shares of FTSL stock, worth $578,590. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,475
Previous 12,514 0.31%
Holding current value
$578,590
Previous $572,000 -0.0%
% of portfolio
0.32%
Previous 0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
SELL
$45.51 - $46.26 $1,774 - $1,804
-39 Reduced 0.31%
12,475 $572,000
Q2 2024

Aug 06, 2024
SELL
$45.71 - $46.33 $502 - $509
-11 Reduced 0.09%
12,514 $572,000
Q1 2024

May 03, 2024
SELL
$45.8 - $46.4 $170,650 - $172,886
-3,726 Reduced 22.93%
12,525 $578,000
Q4 2023

Feb 12, 2024
BUY
$45.35 - $46.28 $348,968 - $356,124
7,695 Added 89.94%
16,251 $748,000
Q3 2023

Nov 08, 2023
BUY
$45.24 - $46.08 $167,433 - $170,542
3,701 Added 76.23%
8,556 $391,000
Q2 2023

Jul 17, 2023
BUY
$44.57 - $45.56 $216,387 - $221,193
4,855 New
4,855 $219,000

Others Institutions Holding FTSL

# of Institutions
344
Shares Held
33.6M
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
Track This Portfolio

Track Morris Retirement Advisors, LLC Portfolio

Follow Morris Retirement 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 Morris Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morris Retirement Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email