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 |
|---|---|---|---|---|---|---|---|
|
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
$414
|
|
|
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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.1K+ 6.86% |
$642K - $654K
|
219K
$10.1M
|
|
|
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
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
221K+ 51.73% |
$10.1M - $10.3M
|
648K
$29.8M
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.9K+ 1.34% |
$1.14M - $1.16M
|
1.89M
$86.7M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.22KNew |
$375K - $382K
|
8.22K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
125+ 0.83% |
$5.71K - $5.81K
|
15.2K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21K- 33.32% |
$960K - $977K
|
42.1K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
488+ 1.16% |
$22.3K - $22.7K
|
42.4K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
35New |
$1.6K - $1.63K
|
35
$1.61K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
48.5K+ 17.67% |
$2.21M - $2.25M
|
323K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-5.55K- 10.63% |
$253K - $258K
|
46.7K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.7KNew |
$2.59M - $2.64M
|
56.7K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
518+ 2.12% |
$23.6K - $24.1K
|
25K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
788+ 15.93% |
$36K - $36.6K
|
5.74K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
6.1K+ 93.12% |
$279K - $284K
|
12.7K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
174K+ 3.84% |
$7.96M - $8.1M
|
4.71M
$216M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.38KNew |
$200K - $203K
|
4.38K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-62- 0.16% |
$2.83K - $2.88K
|
39.8K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
446+ 2.83% |
$20.4K - $20.7K
|
16.2K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
50+ 0.29% |
$2.28K - $2.32K
|
17.2K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.37% |
$913 - $930
|
5.36K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.91K+ 30.58% |
$133K - $135K
|
12.4K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 49.85% |
$745K - $759K
|
49.1K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.8K- 0.75% |
$540K - $550K
|
1.57M
$72.3M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.08K+ 48.01% |
$232K - $236K
|
15.7K
$719K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.93K+ 13.06% |
$453K - $462K
|
86K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-348- 4.06% |
$15.9K - $16.2K
|
8.22K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.85K- 18.77% |
$176K - $179K
|
16.7K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.4K+ 233.09% |
$703K - $715K
|
22K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.8KNew |
$632K - $644K
|
13.8K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.76K+ 9.39% |
$217K - $221K
|
55.4K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
563+ 5.9% |
$25.7K - $26.2K
|
10.1K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.2K- 50.0% |
$465K - $473K
|
10.2K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.36K- 9.32% |
$62.1K - $63.2K
|
13.2K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.7KNew |
$2.18M - $2.22M
|
47.7K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.82K- 4.82% |
$174K - $177K
|
75.4K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
17New |
$776 - $790
|
17
$781
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.17K- 27.99% |
$99K - $101K
|
5.58K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.46K+ 25.65% |
$295K - $300K
|
31.7K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-584- 12.46% |
$26.7K - $27.1K
|
4.1K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
659+ 13.12% |
$30.1K - $30.6K
|
5.68K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.71K+ 30.55% |
$78K - $79.4K
|
7.3K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34.6KClosed |
$1.58M - $1.61M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
17.7K+ 13.0% |
$809K - $824K
|
154K
$7.08M
|