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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.37K- 22.57% |
$62.7K - $63.5K
|
4.69K
$215K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.4K- 12.81% |
$64.2K - $65K
|
9.52K
$437K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.07K+ 22.41% |
$49.3K - $49.9K
|
5.86K
$269K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
435New |
$20K - $20.2K
|
435
$20K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.28K- 1.45% |
$288K - $292K
|
427K
$19.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
75.4KNew |
$3.46M - $3.5M
|
75.4K
$3.46M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.39K+ 17.05% |
$339K - $343K
|
50.7K
$2.33M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.49K- 5.17% |
$160K - $162K
|
64K
$2.94M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
226New |
$10.4K - $10.5K
|
226
$10.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
5.17KNew |
$237K - $240K
|
5.17K
$237K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.35KNew |
$200K - $202K
|
4.35K
$200K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.77K+ 20.06% |
$81.1K - $82.1K
|
10.6K
$485K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
349+ 23.1% |
$16K - $16.2K
|
1.86K
$85.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.84K- 13.61% |
$406K - $411K
|
56.2K
$2.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
11.9KNew |
$545K - $552K
|
11.9K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
39.9KNew |
$1.83M - $1.85M
|
39.9K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.1K- 18.52% |
$879K - $890K
|
84.3K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.93K- 4.33% |
$88.4K - $89.5K
|
42.5K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
11.1K+ 167.57% |
$508K - $514K
|
17.7K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.52K+ 0.26% |
$69.6K - $70.5K
|
584K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.12KNew |
$327K - $331K
|
7.12K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
190K+ 1301.49% |
$8.74M - $8.85M
|
205K
$9.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-100K- 10.17% |
$4.6M - $4.66M
|
886K
$40.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.65K+ 4.97% |
$213K - $216K
|
98.2K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.2K+ 4.04% |
$3.32M - $3.36M
|
1.86M
$85.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.1K- 75.8% |
$96.2K - $97.4K
|
669
$30.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.82K- 31.5% |
$267K - $270K
|
12.6K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.8K+ 13.05% |
$2.01M - $2.03M
|
379K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-28.8K- 42.84% |
$1.32M - $1.34M
|
38.5K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.74KNew |
$218K - $220K
|
4.74K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1- -0.0% |
$45.9 - $46.5
|
35.1K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-416- 4.09% |
$19.1K - $19.3K
|
9.77K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
12.9KNew |
$591K - $598K
|
12.9K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41.4K- 96.88% |
$1.9M - $1.93M
|
1.34K
$61.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-657- 6.29% |
$30.2K - $30.5K
|
9.78K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
627K+ 16.04% |
$28.8M - $29.1M
|
4.54M
$208M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
835+ 1.68% |
$38.3K - $38.8K
|
50.7K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23New |
$1.06K - $1.07K
|
23
$1.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.91K+ 31.88% |
$271K - $275K
|
24.5K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.5K- 2.91% |
$68.7K - $69.6K
|
49.9K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12- 0.08% |
$551 - $558
|
15K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2.06KNew |
$94.6K - $95.8K
|
2.06K
$94.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.28K- 4.94% |
$151K - $153K
|
63.1K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$9.18K - $9.3K
|
200
$9.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
200New |
$9.18K - $9.3K
|
200
$9.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
20.2KNew |
$928K - $940K
|
20.2K
$928K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.91K+ 3.62% |
$87.8K - $88.9K
|
54.8K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.07K+ 7.47% |
$187K - $189K
|
58.5K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11.2K- 71.91% |
$516K - $522K
|
4.39K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
459+ 5.05% |
$21.1K - $21.3K
|
9.54K
$438K
|