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

Morris Retirement Advisors, LLC

$184 Million
Q4 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 12,603 shares of FTSL stock, worth $579,233. This represents 0.32% of its overall portfolio holdings.

Number of Shares

12,603

Previous 12,475 1.03%

Holding current value

$579,233

Previous $572,000 1.75%

% of portfolio

0.32%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$45.9 - $46.48 $5,875 - $5,949	128 Added 1.03%	12,603 $582,000
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

377

Shares Held

36.8M

Call Options Held

Put Options Held

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About FIRST TRUST SENIOR LN FUND

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