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 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.8K- 52.57% |
$355K - $361K
|
7.04K
$326K
|
|
|
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
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.04K+ 12.26% |
$275K - $279K
|
55.3K
$2.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-596- 14.84% |
$27.1K - $27.6K
|
3.42K
$158K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-452- 5.58% |
$20.6K - $20.9K
|
7.64K
$354K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 11.11% |
$91 - $92.5
|
16
$740
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.53% |
$45.5 - $46.3
|
190
$8.79K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-888- 2.41% |
$40.4K - $41.1K
|
36K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-791- 1.12% |
$36K - $36.6K
|
69.7K
$3.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.14K+ 16.75% |
$279K - $284K
|
42.8K
$1.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44.1K- 46.87% |
$2.01M - $2.04M
|
50K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
116KNew |
$5.3M - $5.39M
|
116K
$5.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
864+ 1.91% |
$39.3K - $40K
|
46.2K
$2.14M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-194- 23.07% |
$8.83K - $8.97K
|
647
$29.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
762+ 4.23% |
$34.7K - $35.3K
|
18.8K
$869K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
196New |
$8.92K - $9.07K
|
196
$9.07K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-590K- 27.55% |
$26.8M - $27.3M
|
1.55M
$71.7M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.28KNew |
$377K - $383K
|
8.28K
$383K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-77.7K- 38.78% |
$3.54M - $3.6M
|
123K
$5.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.88K- 3.57% |
$85.5K - $86.9K
|
50.8K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8.89K- 22.97% |
$405K - $411K
|
29.8K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.13KNew |
$96.8K - $98.4K
|
2.13K
$98.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.3K+ 11.16% |
$3.7M - $3.76M
|
810K
$37.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-692- 12.05% |
$31.5K - $32K
|
5.05K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.98K- 5.47% |
$135K - $138K
|
51.4K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.02K- 4.59% |
$137K - $140K
|
62.7K
$2.9M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
8.25K+ 6.87% |
$375K - $382K
|
128K
$5.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.18K- 5.11% |
$99.1K - $101K
|
40.4K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-878- 68.7% |
$40K - $40.6K
|
400
$18.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-11K- 92.72% |
$498K - $507K
|
860
$39.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.54K- 6.8% |
$116K - $118K
|
34.8K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
6.57K+ 1.07% |
$299K - $304K
|
623K
$28.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-6- 0.09% |
$273 - $278
|
6.47K
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.44K- 9.31% |
$202K - $205K
|
43.2K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6.59KNew |
$300K - $305K
|
6.59K
$305K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
642+ 4.48% |
$29.2K - $29.7K
|
15K
$693K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-37.1K- 76.18% |
$1.69M - $1.72M
|
11.6K
$537K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.57K+ 6.73% |
$254K - $258K
|
88.4K
$4.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
195+ 1.25% |
$8.87K - $9.02K
|
15.8K
$731K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
57New |
$2.59K - $2.64K
|
57
$2.64K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.1K- 58.63% |
$458K - $465K
|
7.1K
$328K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-17.7K- 91.06% |
$808K - $821K
|
1.74K
$80.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.19K- 6.65% |
$54.2K - $55K
|
16.7K
$773K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
756+ 1.68% |
$34.4K - $35K
|
45.7K
$2.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
61.5K+ 226.37% |
$2.8M - $2.84M
|
88.6K
$4.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.98K+ 4.03% |
$181K - $184K
|
103K
$4.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.9K- 49.24% |
$1.09M - $1.11M
|
24.6K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-111- 0.9% |
$5.05K - $5.13K
|
12.2K
$566K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-174K- 96.35% |
$7.93M - $8.06M
|
6.6K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.52K- 19.67% |
$115K - $117K
|
10.3K
$477K
|