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 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.1K+ 55.29% |
$370K - $375K
|
22.8K
$1.04M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
130+ 10.1% |
$5.94K - $6.02K
|
1.42K
$65K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.2K- 39.47% |
$511K - $518K
|
17.2K
$788K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
3.71K+ 23.55% |
$170K - $172K
|
19.5K
$894K
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-466- 3.39% |
$21.3K - $21.6K
|
13.3K
$610K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 16.63% |
$5.43M - $5.5M
|
596K
$27.3M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 4.85% |
$366 - $371
|
173
$7.94K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
45+ 0.71% |
$2.06K - $2.08K
|
6.37K
$292K
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.61K- 7.61% |
$165K - $167K
|
43.8K
$2.01M
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
200K+ 21.39% |
$9.14M - $9.26M
|
1.13M
$52.1M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 76.51% |
$612K - $620K
|
30.9K
$1.42M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.68KNew |
$305K - $309K
|
6.68K
$306K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.7K+ 24.19% |
$992K - $1.01M
|
111K
$5.11M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-140K- 10.87% |
$6.42M - $6.5M
|
1.15M
$52.8M
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-918- 1.48% |
$42K - $42.5K
|
61.2K
$2.81M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.56KNew |
$71.4K - $72.3K
|
1.56K
$71.6K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-614- 0.61% |
$28.1K - $28.4K
|
100K
$4.6M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-51- 96.23% |
$2.33K - $2.36K
|
2
$91.8
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
52.6KNew |
$2.4M - $2.44M
|
52.6K
$2.41M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.2KNew |
$466K - $472K
|
10.2K
$467K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
75.2K+ 318.19% |
$3.44M - $3.48M
|
98.8K
$4.54M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.96% |
$1.1K - $1.11K
|
2.47K
$113K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.71K+ 189.48% |
$444K - $450K
|
14.8K
$681K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
354+ 2.21% |
$16.2K - $16.4K
|
16.4K
$753K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.84% |
$91.4 - $92.7
|
241
$11.1K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.82K+ 7.52% |
$175K - $177K
|
54.6K
$2.51M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.9KNew |
$591K - $599K
|
12.9K
$594K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
76+ 0.68% |
$3.47K - $3.52K
|
11.2K
$515K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
106New |
$4.85K - $4.91K
|
106
$4.87K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 0.62% |
$1.37K - $1.39K
|
4.84K
$222K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.32K+ 154.17% |
$426K - $432K
|
15.4K
$705K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
901+ 18.02% |
$41.2K - $41.7K
|
5.9K
$271K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.35K+ 5.05% |
$153K - $155K
|
69.7K
$3.2M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.2K+ 30.14% |
$601K - $609K
|
56.8K
$2.61M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.26K+ 9.74% |
$332K - $336K
|
81.8K
$3.76M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 7.59% |
$503 - $510
|
156
$7.16K
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-80- 1.13% |
$3.66K - $3.71K
|
6.99K
$321K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-823- 1.06% |
$37.6K - $38.1K
|
77K
$3.53M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.08K- 0.79% |
$49.5K - $50.1K
|
137K
$6.28M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
171New |
$7.82K - $7.92K
|
171
$7.85K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-140- 2.68% |
$6.4K - $6.49K
|
5.08K
$233K
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-309- 1.61% |
$14.1K - $14.3K
|
18.9K
$865K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.11K- 17.02% |
$50.7K - $51.4K
|
5.41K
$248K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.55K- 2.88% |
$162K - $165K
|
120K
$5.51M
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-2K- 1.57% |
$91.2K - $92.4K
|
125K
$5.76M
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.01K+ 1.92% |
$45.9K - $46.6K
|
53.4K
$2.45M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-422- 2.29% |
$19.3K - $19.6K
|
18K
$827K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
60.9K+ 4.68% |
$2.78M - $2.82M
|
1.36M
$62.5M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-332K- 70.67% |
$15.2M - $15.4M
|
138K
$6.32M
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
33.8K+ 17.12% |
$1.55M - $1.57M
|
232K
$10.6M
|