Zimmermann Investment Management & Planning LLC First Trust Senior Ln Fund Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	BUY	$44.1 - $47.48 $1.07 Million - $1.16 Million	24,365 Added 291.83%	32,714 $1.44 Million
Q1 2022 Apr 18, 2022	BUY	$46.53 - $48.08 $388,478 - $401,419	8,349 New	8,349 $393,000

Others Institutions Holding FTSL

# of Institutions

344

Shares Held

33.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.91M
Shares

$181 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.79M
Shares

$82.9 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.72M
Shares

$79.5 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.55M
Shares

$71.9 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.36M
Shares

$62.9 Million
0.01% of portfolio

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About FIRST TRUST SENIOR LN FUND

Ticker FTSL
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