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

Pcg Wealth Advisors, LLC

  • $310 Million
  • Q3 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 83,499 shares of FTSL stock, worth $3.84 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
83,499
Previous 42,990 94.23%
Holding current value
$3.84 Million
Previous $1.97 Million 94.07%
% of portfolio
1.23%
Previous 1.01%

Shares

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

Nov 13, 2025
BUY
$45.81 - $46.18 $1.86 Million - $1.87 Million
40,509 Added 94.23%
83,499 $3.83 Million
Q2 2025

Aug 07, 2025
BUY
$44.58 - $46.07 $7,534 - $7,785
169 Added 0.39%
42,990 $1.97 Million
Q1 2025

May 05, 2025
BUY
$45.65 - $46.48 $44,782 - $45,596
981 Added 2.34%
42,821 $1.95 Million
Q4 2024

Jan 21, 2025
BUY
$45.9 - $46.48 $105,386 - $106,718
2,296 Added 5.81%
41,840 $1.93 Million
Q3 2024

Oct 15, 2024
BUY
$45.51 - $46.26 $86,059 - $87,477
1,891 Added 5.02%
39,544 $1.81 Million
Q2 2024

Jul 15, 2024
BUY
$45.71 - $46.33 $3,793 - $3,845
83 Added 0.22%
37,653 $1.72 Million
Q1 2024

Apr 19, 2024
BUY
$45.8 - $46.4 $181,368 - $183,744
3,960 Added 11.78%
37,570 $1.74 Million
Q4 2023

Jan 29, 2024
BUY
$45.35 - $46.28 $84,985 - $86,728
1,874 Added 5.9%
33,610 $1.55 Million
Q3 2023

Oct 19, 2023
SELL
$45.24 - $46.08 $178,155 - $181,463
-3,938 Reduced 11.04%
31,736 $1.45 Million
Q2 2023

Jul 20, 2023
BUY
$44.57 - $45.56 $110,801 - $113,262
2,486 Added 7.49%
35,674 $1.62 Million
Q1 2023

May 08, 2023
SELL
$44.68 - $45.87 $248,599 - $255,220
-5,564 Reduced 14.36%
33,188 $1.5 Million
Q4 2022

Feb 13, 2023
BUY
$44.27 - $45.44 $1.47 Million - $1.51 Million
33,160 Added 592.99%
38,752 $1.73 Million
Q3 2022

Oct 12, 2022
BUY
$43.93 - $46.31 $245,656 - $258,965
5,592 New
5,592 $246,000

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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