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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-161- 0.87% |
$7.18K - $7.42K
|
18.4K
$848K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23.8K- 28.54% |
$1.06M - $1.1M
|
59.5K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.5K+ 10.74% |
$111K - $115K
|
25.8K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.47K+ 2.03% |
$65.4K - $67.5K
|
73.6K
$3.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-6.47K- 12.59% |
$288K - $298K
|
44.9K
$2.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-380- 36.33% |
$16.9K - $17.5K
|
666
$30.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
137KNew |
$6.11M - $6.31M
|
137K
$6.29M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 4.03% |
$61.2K - $63.2K
|
32.7K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20K+ 8.09% |
$890K - $920K
|
267K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.16K+ 7.47% |
$96.1K - $99.3K
|
31K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-549- 9.05% |
$24.5K - $25.3K
|
5.52K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
986+ 2.42% |
$44K - $45.4K
|
41.7K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$460K - $475K
|
10.3K
$474K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.31K- 14.15% |
$237K - $244K
|
32.2K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$89.2 - $92.1
|
18.5K
$849K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
542+ 0.12% |
$24.2K - $25K
|
456K
$21M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 0.96% |
$1.6K - $1.66K
|
3.79K
$174K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
62+ 0.49% |
$2.76K - $2.86K
|
12.8K
$586K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-720- 4.68% |
$32.1K - $33.2K
|
14.7K
$674K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.27K+ 459.93% |
$56.8K - $58.7K
|
1.55K
$71.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-375- 1.24% |
$16.7K - $17.3K
|
29.9K
$1.37M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 14.45% |
$779K - $805K
|
138K
$6.36M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.21K+ 7.34% |
$54K - $55.8K
|
17.7K
$813K
|
|
| Q1 2025 | |||||||
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
232+ 4.49% |
$10.6K - $10.8K
|
5.4K
$248K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-37K- 71.55% |
$1.69M - $1.72M
|
14.7K
$676K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.35K+ 25.57% |
$61.6K - $62.7K
|
6.62K
$304K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-31.9K- 82.89% |
$1.46M - $1.48M
|
6.58K
$302K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.5K- 9.18% |
$479K - $488K
|
104K
$4.77M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.63K+ 1.99% |
$74.2K - $75.6K
|
83.4K
$3.83M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-39.5K- 5.24% |
$1.81M - $1.84M
|
716K
$32.9M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3K- 4.53% |
$137K - $140K
|
63.3K
$2.91M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-8.89K- 17.53% |
$406K - $413K
|
41.8K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.6K+ 19.65% |
$756K - $770K
|
101K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-999- 2.85% |
$45.6K - $46.4K
|
34.1K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.73K- 2.85% |
$79.1K - $80.5K
|
59K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78.8K+ 40.56% |
$3.6M - $3.66M
|
273K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.68K- 5.36% |
$305K - $310K
|
118K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.73K+ 5.47% |
$79.2K - $80.6K
|
33.4K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.18K+ 4.12% |
$99.6K - $101K
|
55.1K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-18.8K- 19.1% |
$856K - $872K
|
79.4K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
868+ 129.75% |
$39.6K - $40.3K
|
1.54K
$70.6K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-93- 1.96% |
$4.25K - $4.32K
|
4.65K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$411 - $418
|
9
$413
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.59K+ 28.34% |
$164K - $167K
|
16.2K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
221K+ 51.73% |
$10.1M - $10.3M
|
648K
$29.8M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.1K+ 6.86% |
$642K - $654K
|
219K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
85+ 1.72% |
$3.88K - $3.95K
|
5.03K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.54K- 25.75% |
$116K - $118K
|
7.31K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
33K+ 163.03% |
$1.51M - $1.53M
|
53.2K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.22KNew |
$375K - $382K
|
8.22K
$377K
|
|