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 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.8K- 68.95% |
$1.51M - $1.56M
|
15.2K
$699K
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
15.6K+ 29.35% |
$696K - $719K
|
68.8K
$3.15M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-36.8K- 2.39% |
$1.64M - $1.7M
|
1.5M
$68.9M
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
368+ 0.87% |
$16.4K - $17K
|
42.4K
$1.95M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-825- 1.43% |
$36.8K - $38K
|
56.9K
$2.61M
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.4KNew |
$731K - $756K
|
16.4K
$752K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-81K- 5.15% |
$3.61M - $3.73M
|
1.49M
$68.5M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.2K+ 84.97% |
$2.15M - $2.22M
|
105K
$4.81M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
89.2K+ 36.87% |
$3.97M - $4.11M
|
331K
$15.2M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-462- 19.87% |
$20.6K - $21.3K
|
1.86K
$85.4K
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.54K+ 89.43% |
$292K - $301K
|
13.9K
$635K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-118- 0.54% |
$5.26K - $5.44K
|
21.9K
$1M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.61K+ 31.32% |
$206K - $212K
|
19.3K
$887K
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.05K- 8.22% |
$91.5K - $94.6K
|
22.9K
$1.05M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-40- 0.4% |
$1.78K - $1.84K
|
10.1K
$461K
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
105KNew |
$4.66M - $4.82M
|
105K
$4.8M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.58K- 11.92% |
$70.3K - $72.7K
|
11.7K
$535K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-14.9K- 26.83% |
$663K - $685K
|
40.6K
$1.86M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
80.3K+ 7.17% |
$3.58M - $3.7M
|
1.2M
$55M
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.17K- 13.84% |
$96.6K - $99.8K
|
13.5K
$618K
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
325New |
$14.5K - $15K
|
325
$14.9K
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
750+ 17.47% |
$33.4K - $34.6K
|
5.04K
$231K
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12KNew |
$536K - $554K
|
12K
$551K
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-95.3K- 14.7% |
$4.25M - $4.39M
|
553K
$25.4M
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
116+ 1.7% |
$5.17K - $5.34K
|
6.94K
$318K
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
44.6K+ 79.1% |
$1.99M - $2.05M
|
101K
$4.63M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
14.6K+ 37.61% |
$649K - $671K
|
53.3K
$2.44M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.8KNew |
$747K - $772K
|
16.8K
$769K
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-385- 0.61% |
$17.2K - $17.7K
|
62.9K
$2.89M
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
8.52K+ 5.53% |
$380K - $393K
|
163K
$7.45M
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
246K+ 410.5% |
$11M - $11.3M
|
306K
$14M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-74.7K- 74.09% |
$3.33M - $3.44M
|
26.1K
$1.2M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.07K- 2.65% |
$92.4K - $95.5K
|
76K
$3.49M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
334+ 11.31% |
$14.9K - $15.4K
|
3.29K
$151K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-428- 5.86% |
$19.1K - $19.7K
|
6.88K
$315K
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
479+ 7.23% |
$21.4K - $22.1K
|
7.1K
$326K
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
BUY
|
- |
172K+ 134.37% |
$7.67M - $7.93M
|
300K
$13.8M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
172+ 1.3% |
$7.67K - $7.92K
|
13.4K
$613K
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
8.57KNew |
$382K - $395K
|
8.57K
$393K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.36K+ 24.41% |
$60.7K - $62.7K
|
6.94K
$318K
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13+ 14.13% |
$580 - $599
|
105
$4.81K
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
71+ 0.54% |
$3.17K - $3.27K
|
13.3K
$610K
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.98K+ 2.94% |
$88K - $91K
|
69.3K
$3.18M
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
100+ 1.13% |
$4.46K - $4.61K
|
8.95K
$410K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.9K+ 3.79% |
$3.34M - $3.45M
|
2.05M
$94.1M
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
19+ 0.16% |
$847 - $875
|
11.7K
$538K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-143- 1.74% |
$6.37K - $6.59K
|
8.08K
$370K
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19+ 0.35% |
$847 - $875
|
5.38K
$247K
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
5.14K+ 7.03% |
$229K - $237K
|
78.3K
$3.59M
|