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 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
3.06K+ 9.11% |
$135K - $145K
|
36.6K
$1.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
294New |
$13K - $14K
|
294
$13.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 0.41% |
$265 - $285
|
1.47K
$67.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-740- 2.42% |
$32.6K - $35.1K
|
29.8K
$1.38M
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
24.4K+ 291.83% |
$1.07M - $1.16M
|
32.7K
$1.52M
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-11.2KClosed |
$493K - $531K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
2.17K+ 7.93% |
$95.5K - $103K
|
29.5K
$1.37M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-21.4K- 5.86% |
$942K - $1.01M
|
343K
$15.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-8.92K- 40.0% |
$393K - $424K
|
13.4K
$620K
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
13.4KNew |
$590K - $635K
|
13.4K
$620K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20KClosed |
$883K - $951K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-4.35KClosed |
$192K - $206K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-9.15KClosed |
$404K - $435K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.64KClosed |
$337K - $363K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
271New |
$12K - $12.9K
|
271
$12.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10K+ 3.54% |
$443K - $477K
|
293K
$13.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.6KClosed |
$203K - $218K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.01K- 93.57% |
$133K - $143K
|
207
$9.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.61K+ 4.15% |
$159K - $171K
|
90.5K
$4.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-38- 0.48% |
$1.68K - $1.8K
|
7.83K
$363K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-9.43KClosed |
$416K - $448K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-450- 6.53% |
$19.8K - $21.4K
|
6.44K
$298K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-570Closed |
$25.1K - $27.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.61KClosed |
$215K - $222K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-472KClosed |
$22M - $22.7M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-320Closed |
$14.9K - $15.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.59KClosed |
$120K - $124K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-490KClosed |
$22.8M - $23.6M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-63Closed |
$2.93K - $3.03K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.71KClosed |
$79.4K - $82.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.02KClosed |
$233K - $241K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-10.2KClosed |
$473K - $489K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4K+ 77.06% |
$186K - $192K
|
9.19K
$426K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-5.28KClosed |
$246K - $254K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8.59KClosed |
$400K - $413K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.33KClosed |
$295K - $305K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-95- 87.96% |
$4.42K - $4.57K
|
13
$603
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
25KNew |
$1.16M - $1.2M
|
25K
$1.16M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.14KClosed |
$239K - $247K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-66.4KClosed |
$3.09M - $3.19M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.21KClosed |
$289K - $298K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-454Closed |
$21.1K - $21.8K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.52KClosed |
$210K - $217K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-43Closed |
$2K - $2.07K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.03KNew |
$49K - $49.6K
|
1.03K
$47.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-164Closed |
$7.79K - $7.88K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-33KClosed |
$1.57M - $1.58M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-24.5KClosed |
$1.17M - $1.18M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 33.33% |
$1.19K - $1.2K
|
50
$2.32K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.15K- 17.88% |
$54.4K - $55K
|
5.26K
$244K
|
|