Wealth Enhancement & Preservation Of Ga, LLC First Trust Senior Ln Fund Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 27, 2020	SELL	$37.0 - $48.14 $507,344 - $660,095	-13,712 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$46.95 - $48.0 $643,778 - $658,176	13,712 New	13,712 $639,000

Others Institutions Holding FTSL

# of Institutions

364

Shares Held

39.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.67M
Shares

$214 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.05M
Shares

$94.1 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.93M
Shares

$88.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.88M
Shares

$86 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.5M
Shares

$68.9 Million
0.02% of portfolio

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About FIRST TRUST SENIOR LN FUND

Ticker FTSL
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