Summit Wealth Partners, LLC First Trust Senior Ln Fund Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

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 $263,553. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,696
Previous 5,696 -0.0%
Holding current value
$263,553
Previous $261 Million 0.76%
% 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

# of Institutions
344
Shares Held
33.5M
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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