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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
33KNew |
$1.51M - $1.53M
|
33K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
31+ 0.14% |
$1.42K - $1.44K
|
21.7K
$995K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-334- 3.02% |
$15.3K - $15.5K
|
10.7K
$492K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
18.3KNew |
$838K - $849K
|
18.3K
$839K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-43- 38.05% |
$1.97K - $2K
|
70
$3.21K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
31.4KNew |
$1.44M - $1.46M
|
31.4K
$1.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-31.2K- 72.47% |
$1.43M - $1.45M
|
11.9K
$544K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.61KNew |
$440K - $446K
|
9.61K
$441K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-69- 18.45% |
$3.16K - $3.2K
|
305
$14K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-20.4K- 56.91% |
$932K - $944K
|
15.4K
$707K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.57K- 98.24% |
$71.7K - $72.6K
|
28
$1.28K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 34.05% |
$114K - $116K
|
9.82K
$450K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.08K- 13.31% |
$49.5K - $50.2K
|
7.04K
$323K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
414+ 20700.0% |
$18.8K - $19.2K
|
416
$19.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
111New |
$5.03K - $5.14K
|
111
$5.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.22KNew |
$237K - $241K
|
5.22K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.89K- 75.11% |
$177K - $180K
|
1.29K
$59.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-628- 9.8% |
$28.5K - $29.1K
|
5.78K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11.3KNew |
$513K - $523K
|
11.3K
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-8- 53.33% |
$363 - $370
|
7
$321
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.35KNew |
$197K - $201K
|
4.35K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
174New |
$7.89K - $8.05K
|
174
$7.98K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5New |
$227 - $231
|
5
$229
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
710New |
$32.2K - $32.9K
|
710
$32.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.6KNew |
$209K - $213K
|
4.6K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
6.38K+ 7.98% |
$289K - $295K
|
86.3K
$3.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.2K+ 8.67% |
$553K - $565K
|
153K
$7.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
18.3K+ 4.23% |
$828K - $845K
|
450K
$20.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-7.52K- 58.25% |
$341K - $348K
|
5.39K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.48K+ 10.38% |
$158K - $161K
|
37K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-82- 1.01% |
$3.72K - $3.79K
|
8.02K
$368K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
29+ 0.46% |
$1.32K - $1.34K
|
6.4K
$293K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
612+ 8.74% |
$27.8K - $28.3K
|
7.61K
$349K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
779New |
$35.3K - $36.1K
|
779
$35.7K
|
|
| Q3 2023 | |||||||
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-5.46KClosed |
$247K - $252K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.37% |
$45.2 - $46.1
|
74
$3.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21New |
$950 - $968
|
21
$963
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-520- 9.68% |
$23.5K - $24K
|
4.85K
$222K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.7KNew |
$122K - $124K
|
2.7K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-162Closed |
$7.33K - $7.46K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.97K- 56.17% |
$270K - $275K
|
4.66K
$214K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.1K- 4.99% |
$49.9K - $50.9K
|
21K
$963K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
250New |
$11.3K - $11.5K
|
250
$11.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-341- 7.14% |
$15.4K - $15.7K
|
4.43K
$203K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
39New |
$1.76K - $1.8K
|
39
$1.79K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13New |
$588 - $599
|
13
$596
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-124K- 97.88% |
$5.59M - $5.7M
|
2.67K
$122K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-17.7K- 72.23% |
$802K - $816K
|
6.81K
$312K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-789- 11.1% |
$35.7K - $36.4K
|
6.32K
$290K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3K+ 5.38% |
$136K - $138K
|
58.7K
$2.69M
|
|