A detailed history of Summit Wealth Partners, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,696 shares of FTSL stock, worth $263,440. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,696
Previous 5,696 -0.0%
Holding current value
$263,440
Previous $260 Million 0.39%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024

SELL
$45.71 - $46.33 $6,993 - $7,088
-153 Reduced 2.62%
5,696 $260 Million
Q1 2024

Sep 11, 2024

SELL
$45.8 - $46.4 $29,861 - $30,252
-652 Reduced 10.03%
5,849 $270 Million
Q4 2023

Sep 11, 2024

BUY
$45.35 - $46.28 $16,824 - $17,169
371 Added 6.05%
6,501 $300 Million
Q2 2023

Sep 11, 2024

BUY
$44.57 - $45.56 $273,214 - $279,282
6,130 New
6,130 $278 Million

Others Institutions Holding FTSL

About FIRST TRUST SENIOR LN FUND


  • Ticker FTSL
  • Sector ETFs
  • Industry ETFs
More about FTSL
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.