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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
817+ 3.18% |
$36.4K - $37.6K
|
26.5K
$1.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.65K+ 23.26% |
$296K - $306K
|
35.2K
$1.62M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.9K- 0.76% |
$1.6M - $1.65M
|
4.67M
$215M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-40.9K- 82.33% |
$1.82M - $1.88M
|
8.77K
$404K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.1K- 8.79% |
$183K - $189K
|
42.6K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-98.4K- 85.49% |
$4.39M - $4.53M
|
16.7K
$769K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-233K- 10.76% |
$10.4M - $10.7M
|
1.93M
$89M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.8K+ 6.04% |
$214K - $221K
|
84.2K
$3.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
297+ 5.59% |
$13.2K - $13.7K
|
5.61K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14.8K+ 2.3% |
$658K - $680K
|
656K
$30.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103+ 0.05% |
$4.59K - $4.75K
|
219K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 0.15% |
$312 - $322
|
4.64K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.76K- 4.61% |
$301K - $311K
|
140K
$6.44M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.1K+ 4.05% |
$493K - $509K
|
284K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 3.25% |
$580 - $599
|
413
$19K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-378- 1.11% |
$16.9K - $17.4K
|
33.7K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-27.7K- 3.43% |
$1.23M - $1.27M
|
779K
$35.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
96.5KNew |
$4.3M - $4.44M
|
96.5K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.71K+ 111.52% |
$76.4K - $79K
|
3.25K
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-501- 3.09% |
$22.3K - $23.1K
|
15.7K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
117+ 0.47% |
$5.22K - $5.39K
|
25.1K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
90.3K+ 24.42% |
$4.03M - $4.16M
|
460K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
670+ 1.58% |
$29.9K - $30.9K
|
43.1K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
85+ 1.69% |
$3.79K - $3.92K
|
5.12K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-36.8K- 2.39% |
$1.64M - $1.7M
|
1.5M
$69.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
15.6K+ 29.35% |
$696K - $719K
|
68.8K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.08K+ 42.3% |
$227K - $234K
|
17.1K
$788K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.5K+ 27.17% |
$914K - $944K
|
95.9K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
190K+ 2111777.75% |
$8.47M - $8.76M
|
190K
$8.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.05K+ 15.96% |
$225K - $233K
|
36.7K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.8K- 68.95% |
$1.51M - $1.56M
|
15.2K
$702K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-195- 6.45% |
$8.69K - $8.98K
|
2.83K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
368+ 0.87% |
$16.4K - $17K
|
42.4K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.54K+ 89.43% |
$292K - $301K
|
13.9K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-462- 19.87% |
$20.6K - $21.3K
|
1.86K
$85.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.9K- 0.58% |
$485K - $502K
|
1.88M
$86.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
741+ 9.02% |
$33K - $34.1K
|
8.96K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-825- 1.43% |
$36.8K - $38K
|
56.9K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.4KNew |
$731K - $756K
|
16.4K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-81K- 5.15% |
$3.61M - $3.73M
|
1.49M
$68.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.2K+ 84.97% |
$2.15M - $2.22M
|
105K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
89.2K+ 36.87% |
$3.97M - $4.11M
|
331K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18.1K+ 316.04% |
$808K - $835K
|
23.9K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-40- 0.4% |
$1.78K - $1.84K
|
10.1K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
105KNew |
$4.66M - $4.82M
|
105K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.58K- 11.92% |
$70.3K - $72.7K
|
11.7K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-95.3K- 14.7% |
$4.25M - $4.39M
|
553K
$25.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12KNew |
$536K - $554K
|
12K
$554K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-14.9K- 26.83% |
$663K - $685K
|
40.6K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
750+ 17.47% |
$33.4K - $34.6K
|
5.04K
$232K
|