Peterson Financial Group, Inc. First Trust Senior Ln Fund Transaction History

Peterson Financial Group, Inc.

$16.4 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 31, 2023	SELL	$45.24 - $46.08 $6,288 - $6,405	-139 Reduced 2.98%	4,521 $206,000
Q2 2023 Aug 04, 2023	SELL	$44.57 - $45.56 $1,292 - $1,321	-29 Reduced 0.62%	4,660 $211,000
Q1 2023 Apr 25, 2023	SELL	$44.68 - $45.87 $7,461 - $7,660	-167 Reduced 3.44%	4,689 $212,000
Q4 2022 Aug 27, 2024	BUY	$44.27 - $45.44 $219,712 - $225,518	4,963 New	4,963 $221 Million
Q4 2022 Feb 03, 2023	BUY	$44.27 - $45.44 $752 - $772	17 Added 0.35%	4,856 $216,000
Q3 2022 Aug 26, 2024	SELL	$43.93 - $46.31 $26,445 - $27,878	-602 Reduced 10.84%	4,951 $218 Million
Q3 2022 Oct 17, 2022	SELL	$43.93 - $46.31 $61,238 - $64,556	-1,394 Reduced 22.36%	4,839 $214,000
Q2 2022 Aug 26, 2024	BUY	$44.1 - $47.48 $244,887 - $263,656	5,553 New	5,553 $245 Million
Q2 2022 Jul 20, 2022	BUY	$44.1 - $47.48 $2,425 - $2,611	55 Added 0.89%	6,233 $275,000
Q1 2022 Aug 26, 2024	BUY	$46.53 - $48.08 $263,406 - $272,180	5,661 New	5,661 $266 Million
Q1 2022 Jul 19, 2022	BUY	$46.53 - $48.08 $287,462 - $297,038	6,178 New	6,178 $291,000
Q4 2021 Aug 22, 2024	BUY	$47.49 - $48.05 $285,129 - $288,492	6,004 New	6,004 $288 Million

Others Institutions Holding FTSL

# of Institutions

345

Shares Held

35.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.66M
Shares

$214 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$98.4 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$87.8 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.89M
Shares

$86.8 Million
0.02% of portfolio
One Capital Management, LLC Westlake Village, CA

1.36M
Shares

$62.6 Million
2.26% of portfolio

About FIRST TRUST SENIOR LN FUND

Ticker FTSL
Sector ETFs
Industry ETFs

More about FTSL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peterson Financial Group, Inc. with notifications on news.