Twin Peaks Wealth Advisors, LLC First Trust Senior Ln Fund Transaction History

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 53,273 shares of FTSL stock, worth $2.45 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

53,273

Previous 38,714 37.61%

Holding current value

$2.45 Million

Previous $1.76 Billion 39.49%

% of portfolio

0.79%

Previous 0.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$44.58 - $46.07 $649,040 - $670,733	14,559 Added 37.61%	53,273 $2.45 Billion
Q1 2025 Apr 16, 2025	SELL	$45.65 - $46.48 $996,311 - $1.01 Million	-21,825 Reduced 36.05%	38,714 $1.76 Billion
Q4 2024 Feb 04, 2025	BUY	$45.9 - $46.48 $33,736 - $34,162	735 Added 1.23%	60,539 $2.8 Billion
Q3 2024 Oct 25, 2024	BUY	$45.51 - $46.26 $162,288 - $164,963	3,566 Added 6.34%	59,804 $2.74 Billion
Q2 2024 Jul 31, 2024	BUY	$45.71 - $46.33 $467,339 - $473,677	10,224 Added 22.22%	56,238 $2.57 Billion
Q1 2024 Apr 23, 2024	SELL	$45.8 - $46.4 $317,806 - $321,969	-6,939 Reduced 13.1%	46,014 $2.13 Billion
Q4 2023 Jan 17, 2024	BUY	$45.35 - $46.28 $2.4 Million - $2.45 Million	52,953 New	52,953 $2.44 Billion

Others Institutions Holding FTSL

# of Institutions

363

Shares Held

39.3M

Call Options Held

Put Options Held

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About FIRST TRUST SENIOR LN FUND

Ticker FTSL
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Twin Peaks Wealth Advisors, LLC First Trust Senior Ln Fund Transaction History