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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-172K- 9.12% |
$7.84M - $7.97M
|
1.72M
$79.5M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
213KNew |
$9.7M - $9.86M
|
213K
$9.88M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.98K+ 19.35% |
$272K - $276K
|
36.9K
$1.71M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.1KNew |
$1.19M - $1.21M
|
26.1K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-757- 11.08% |
$34.5K - $35K
|
6.07K
$282K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.38K- 26.09% |
$108K - $110K
|
6.74K
$312K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
720New |
$32.8K - $33.3K
|
720
$33.4K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
103K+ 75.0% |
$4.7M - $4.77M
|
241K
$11.2M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-274K- 76.77% |
$12.5M - $12.7M
|
83K
$3.85M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
408+ 1.38% |
$18.6K - $18.9K
|
29.9K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-85- 1.5% |
$3.87K - $3.93K
|
5.59K
$259K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
26K+ 85.18% |
$1.18M - $1.2M
|
56.5K
$2.62M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.1K- 47.01% |
$232K - $236K
|
5.75K
$267K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
107K+ 38.59% |
$4.86M - $4.94M
|
384K
$17.8M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-163K- 14.34% |
$7.4M - $7.53M
|
972K
$45.1M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.8K+ 0.88% |
$537K - $546K
|
1.36M
$62.9M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.02K- 7.2% |
$365K - $371K
|
103K
$4.79M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.94K- 41.45% |
$179K - $182K
|
5.56K
$258K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
566+ 6.65% |
$25.8K - $26.2K
|
9.08K
$421K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.6K- 12.38% |
$1.85M - $1.88M
|
288K
$13.3M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 1.36% |
$50.7K - $51.6K
|
82.9K
$3.84M
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.13K- 18.95% |
$51.3K - $52.1K
|
4.82K
$223K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-55.9K- 55.75% |
$2.54M - $2.59M
|
44.4K
$2.06M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.7K- 14.05% |
$3.81M - $3.87M
|
512K
$23.7M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.57K- 33.93% |
$253K - $258K
|
10.8K
$502K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 15.1% |
$60.1K - $61.1K
|
7.43K
$344K
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
67.3KNew |
$3.06M - $3.11M
|
67.3K
$3.12M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.59K- 20.88% |
$72.4K - $73.6K
|
6.03K
$279K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-120K- 95.47% |
$5.45M - $5.54M
|
5.69K
$264K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-32- 0.48% |
$1.46K - $1.48K
|
6.64K
$308K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-192- 0.67% |
$8.74K - $8.88K
|
28.6K
$1.33M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-708- 3.56% |
$32.2K - $32.8K
|
19.2K
$888K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 2.07% |
$228 - $231
|
246
$11.4K
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
14.9K+ 27.43% |
$678K - $689K
|
69.2K
$3.21M
|
|
Nov 12, 2024
Q3 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
60.4K+ 11.84% |
$2.75M - $2.79M
|
570K
$26.4M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.09K+ 5.66% |
$141K - $143K
|
57.7K
$2.68M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
46.8K+ 257.67% |
$2.13M - $2.17M
|
65K
$3.01M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.09K- 17.19% |
$94.9K - $96.5K
|
10K
$466K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-29- 0.09% |
$1.32K - $1.34K
|
31.2K
$1.45M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-365K- 26.83% |
$16.6M - $16.9M
|
997K
$46.2M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.04K+ 12.26% |
$275K - $279K
|
55.3K
$2.57M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.58K- 87.62% |
$254K - $258K
|
788
$36.5K
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
350+ 0.62% |
$15.9K - $16.2K
|
56.6K
$2.62M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.92K+ 1793.78% |
$315K - $320K
|
7.31K
$339K
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
120K+ 593.02% |
$5.47M - $5.56M
|
140K
$6.51M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-778- 11.39% |
$35.4K - $36K
|
6.05K
$281K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.27K- 6.07% |
$57.6K - $58.6K
|
19.6K
$908K
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
282+ 0.47% |
$12.8K - $13K
|
60.2K
$2.79M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
467+ 0.89% |
$21.3K - $21.6K
|
53.1K
$2.46M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.81K+ 88.48% |
$82.5K - $83.8K
|
3.86K
$179K
|