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 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
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 48.4% |
$143K - $148K
|
9.86K
$452K
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.68KNew |
$253K - $262K
|
5.68K
$260K
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
5.38K+ 3.77% |
$240K - $248K
|
148K
$6.78M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79K+ 73.11% |
$3.52M - $3.64M
|
187K
$8.58M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.21K- 17.85% |
$98.5K - $102K
|
10.2K
$466K
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
8.88K+ 134.89% |
$396K - $409K
|
15.5K
$709K
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
79New |
$3.52K - $3.64K
|
79
$3.62K
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2K- 27.48% |
$89.2K - $92.1K
|
5.28K
$242K
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-860- 3.55% |
$38.3K - $39.6K
|
23.3K
$1.07M
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
195+ 3.61% |
$8.69K - $8.98K
|
5.59K
$256K
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-189K- 14.27% |
$8.43M - $8.71M
|
1.14M
$52.1M
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
794+ 0.95% |
$35.4K - $36.6K
|
84.2K
$3.86M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.27K- 5.4% |
$235K - $243K
|
92.3K
$4.23M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
34.4K+ 35.14% |
$1.53M - $1.58M
|
132K
$6.06M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.7KNew |
$254K - $263K
|
5.7K
$261K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.82K+ 14.17% |
$126K - $130K
|
22.7K
$1.04M
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
14.6K+ 18.78% |
$651K - $673K
|
92.4K
$4.23M
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.37K- 13.2% |
$106K - $109K
|
15.6K
$715K
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8.22K+ 1.15% |
$366K - $378K
|
724K
$33.2M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.2K- 44.58% |
$1.57M - $1.62M
|
43.8K
$2.01M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 12.08% |
$463K - $479K
|
96.4K
$4.42M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.36K- 2.03% |
$60.5K - $62.6K
|
65.7K
$3.01M
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.73K+ 11.04% |
$77.2K - $79.8K
|
17.4K
$798K
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5.46K+ 43.91% |
$243K - $251K
|
17.9K
$820K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-48.2K- 11.35% |
$2.15M - $2.22M
|
376K
$17.3M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.7K- 12.6% |
$613K - $633K
|
95.4K
$4.37M
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.37K- 16.71% |
$150K - $155K
|
16.8K
$771K
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-384- 3.44% |
$17.1K - $17.7K
|
10.8K
$495K
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
22.4K+ 31.91% |
$1M - $1.03M
|
92.7K
$4.25M
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-107- 14.6% |
$4.77K - $4.93K
|
626
$28.7K
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2.59K+ 32.71% |
$115K - $119K
|
10.5K
$481K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-50- 0.53% |
$2.23K - $2.3K
|
9.41K
$431K
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.36K+ 5.83% |
$150K - $155K
|
60.9K
$2.79M
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
169+ 0.39% |
$7.53K - $7.79K
|
43K
$1.97M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
44.9K+ 106.7% |
$2M - $2.07M
|
87K
$3.99M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-383- 0.22% |
$17.1K - $17.6K
|
171K
$7.84M
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.72K+ 1.47% |
$76.5K - $79.1K
|
119K
$5.44M
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-14.8K- 29.22% |
$660K - $682K
|
35.9K
$1.64M
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-5.92K- 14.17% |
$264K - $273K
|
35.9K
$1.64M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.43K- 9.61% |
$63.5K - $65.6K
|
13.4K
$614K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.24K- 17.61% |
$99.9K - $103K
|
10.5K
$480K
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
2.16K+ 12.18% |
$96.2K - $99.4K
|
19.9K
$911K
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.05K+ 8.44% |
$181K - $187K
|
52.1K
$2.39M
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.75KNew |
$256K - $265K
|
5.75K
$264K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.7K- 2.29% |
$120K - $124K
|
115K
$5.28M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.41K+ 6.72% |
$62.9K - $65K
|
22.4K
$1.03M
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-12.8K- 15.36% |
$571K - $590K
|
70.6K
$3.24M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 1.51% |
$267 - $276
|
404
$18.5K
|