Latest Institutional Transactions on First Trust Senior Ln Fund (FTSL)
This table provides information on the latest institutional transactions involving First Trust Senior Ln Fund (FTSL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.04K+ 42.43% |
$93K - $94.3K
|
6.83K
$314K
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-153- 2.62% |
$6.99K - $7.09K
|
5.7K
$261K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.31K+ 1.64% |
$243K - $246K
|
328K
$15.1M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
5.28K+ 1.94% |
$241K - $244K
|
277K
$12.7M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
302New |
$13.8K - $14K
|
302
$13.9K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.96K+ 5.59% |
$135K - $137K
|
55.9K
$2.57M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-6.84K- 11.18% |
$313K - $317K
|
54.3K
$2.49M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-50.2K- 39.76% |
$2.29M - $2.33M
|
76K
$3.49M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-533- 2.61% |
$24.4K - $24.7K
|
19.9K
$912K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.1K+ 17.44% |
$1.56M - $1.58M
|
230K
$10.5M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.4% |
$274 - $278
|
1.5K
$68.9K
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15K+ 21.43% |
$686K - $695K
|
85K
$3.9M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.09K+ 25.25% |
$370K - $375K
|
40.1K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.21K+ 12.0% |
$147K - $149K
|
30K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-52.1K- 2.66% |
$2.38M - $2.41M
|
1.91M
$87.6M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
39.4K+ 8.24% |
$1.8M - $1.83M
|
518K
$23.8M
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.63K+ 3.27% |
$74.6K - $75.6K
|
51.5K
$2.37M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.6K+ 4.27% |
$669K - $679K
|
357K
$16.4M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.94K+ 1869.23% |
$88.9K - $90.1K
|
2.05K
$94K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
38.6KNew |
$1.76M - $1.79M
|
38.6K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
661+ 2.07% |
$30.2K - $30.6K
|
32.7K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.48KNew |
$296K - $300K
|
6.48K
$298K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
161+ 1.93% |
$7.36K - $7.46K
|
8.52K
$391K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.6KNew |
$713K - $722K
|
15.6K
$716K
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.83K+ 27.56% |
$83.8K - $85K
|
8.49K
$390K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-851- 2.8% |
$38.9K - $39.4K
|
29.5K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
225+ 3.69% |
$10.3K - $10.4K
|
6.32K
$290K
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20+ 100.0% |
$914 - $927
|
40
$1.84K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.3KNew |
$1.48M - $1.5M
|
32.3K
$1.48M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-871- 2.39% |
$39.8K - $40.4K
|
35.6K
$1.63M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
70.8KNew |
$3.23M - $3.28M
|
70.8K
$3.25M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-61.7K- 37.9% |
$2.82M - $2.86M
|
101K
$4.64M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.88K- 15.42% |
$223K - $226K
|
26.7K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-434- 0.95% |
$19.8K - $20.1K
|
45.3K
$2.08M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-733- 3.49% |
$33.5K - $34K
|
20.3K
$930K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.15K+ 3.21% |
$52.3K - $53K
|
36.9K
$1.69M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.14K- 2.27% |
$52.3K - $53K
|
49.3K
$2.26M
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
19.8K+ 145.01% |
$904K - $917K
|
33.4K
$1.53M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.06K- 19.08% |
$94.3K - $95.6K
|
8.75K
$402K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.5KNew |
$434K - $440K
|
9.5K
$436K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.1K+ 15.79% |
$597K - $605K
|
95.7K
$4.39M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
226+ 1.42% |
$10.3K - $10.5K
|
16.1K
$741K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32K- 1.67% |
$1.46M - $1.48M
|
1.89M
$86.6M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-101- 1.68% |
$4.62K - $4.68K
|
5.93K
$272K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-435- 14.15% |
$19.9K - $20.2K
|
2.64K
$121K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.8K+ 25.96% |
$1.23M - $1.24M
|
130K
$5.97M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
52.5K+ 15.54% |
$2.4M - $2.43M
|
390K
$17.9M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
77.3K+ 6.09% |
$3.53M - $3.58M
|
1.35M
$61.8M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-20.5K- 24.68% |
$937K - $949K
|
62.5K
$2.87M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.7K+ 5.27% |
$1.04M - $1.05M
|
453K
$20.8M
|