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 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
68.1KNew |
$3.03M - $3.1M
|
68.1K
$3.12M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-460Closed |
$20.5K - $21K
|
0
$0
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 15.5% |
$4.46K - $4.56K
|
545
$25K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
7.44KNew |
$332K - $339K
|
7.44K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
479+ 1.89% |
$21.3K - $21.8K
|
25.9K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.36KNew |
$328K - $335K
|
7.36K
$338K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.65K- 19.09% |
$207K - $212K
|
19.7K
$903K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-346- 7.05% |
$15.4K - $15.8K
|
4.57K
$209K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
275+ 3.14% |
$12.3K - $12.5K
|
9.02K
$414K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.53K+ 29.75% |
$68.1K - $69.7K
|
6.67K
$306K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.65KNew |
$207K - $212K
|
4.65K
$213K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
18+ 0.3% |
$802 - $820
|
5.96K
$273K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 2.91% |
$134 - $137
|
100
$4.59K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 15.5% |
$4.46K - $4.56K
|
545
$25K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
30+ 0.39% |
$1.34K - $1.37K
|
7.82K
$358K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
14.6K+ 5.65% |
$651K - $666K
|
273K
$12.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-252- 4.58% |
$11.2K - $11.5K
|
5.25K
$241K
|
|
| Q1 2023 | |||||||
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
226New |
$10.1K - $10.4K
|
226
$10.4K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-7.72K- 63.66% |
$345K - $354K
|
4.41K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-6.2K- 52.13% |
$277K - $284K
|
5.69K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.25KNew |
$235K - $241K
|
5.25K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.39KNew |
$375K - $385K
|
8.39K
$385K
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-270K- 96.95% |
$12.1M - $12.4M
|
8.51K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$44.7 - $45.9
|
1
$45.9
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.13K+ 54.76% |
$363K - $373K
|
23K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14- 93.33% |
$626 - $642
|
1
$45.9
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.5KNew |
$694K - $713K
|
15.5K
$713K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-6.68K- 86.97% |
$298K - $306K
|
1K
$45.9K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.53KNew |
$158K - $162K
|
3.53K
$162K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-29.7K- 83.44% |
$1.33M - $1.36M
|
5.89K
$270K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-47.7K- 88.6% |
$2.13M - $2.19M
|
6.14K
$282K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-300- 20.0% |
$13.4K - $13.8K
|
1.2K
$55K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-11.9K- 54.05% |
$533K - $547K
|
10.1K
$465K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-45- 23.68% |
$2.01K - $2.06K
|
145
$6.65K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
71KNew |
$3.17M - $3.25M
|
71K
$3.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.73K- 38.2% |
$77.3K - $79.4K
|
2.8K
$128K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.42K- 93.48% |
$63.4K - $65.1K
|
99
$4.54K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-527Closed |
$23.5K - $24.2K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-133K- 90.12% |
$5.94M - $6.1M
|
14.6K
$669K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
18.9K+ 15.82% |
$846K - $869K
|
139K
$6.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
993New |
$44.4K - $45.5K
|
993
$45.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
139+ 3.09% |
$6.21K - $6.38K
|
4.64K
$213K
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-813- 15.26% |
$36.3K - $37.3K
|
4.52K
$207K
|
|
| Q4 2022 | |||||||
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-10.5KClosed |
$464K - $476K
|
0
$0
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-406- 78.38% |
$18K - $18.4K
|
112
$5.14K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-87.3KClosed |
$3.86M - $3.97M
|
0
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.66K+ 33.84% |
$73.3K - $75.2K
|
6.55K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
1.1KNew |
$48.6K - $49.9K
|
1.1K
$50.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
5.7KNew |
$252K - $259K
|
5.7K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
78New |
$3.45K - $3.54K
|
78
$3.58K
|
|