Philip James Wealth Mangement, LLC First Trust Senior Ln Fund Transaction History

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 13,103 shares of FTSL stock, worth $601,951. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,103
Previous 12,241 7.04%
Holding current value
$601,951
Previous $562 Million 7.86%
% of portfolio
0.08%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$45.9 - $46.48 $39,565 - $40,065
862 Added 7.04%
13,103 $606 Million
Q3 2024

Oct 31, 2024
SELL
$45.51 - $46.26 $5,051 - $5,134
-111 Reduced 0.9%
12,241 $562 Million
Q2 2024

Jul 23, 2024
SELL
$45.71 - $46.33 $2.44 Million - $2.48 Million
-53,456 Reduced 81.23%
12,352 $565 Million
Q1 2024

Apr 29, 2024
BUY
$45.8 - $46.4 $137,858 - $139,664
3,010 Added 4.79%
65,808 $3.04 Billion
Q4 2023

Jan 29, 2024
BUY
$45.35 - $46.28 $2.85 Million - $2.91 Million
62,798 New
62,798 $2.89 Billion

Others Institutions Holding FTSL

# of Institutions
377
Shares Held
36.8M
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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