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 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.2K+ 15.19% |
$420K - $428K
|
69.8K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.77K- 28.35% |
$80.8K - $82.3K
|
4.47K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
659K+ 43.72% |
$30.1M - $30.6M
|
2.16M
$99.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.5K+ 42.27% |
$388K - $395K
|
28.6K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.24K+ 1561.0% |
$285K - $290K
|
6.64K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-79.9K- 9.01% |
$3.65M - $3.71M
|
807K
$37.1M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
18.4KNew |
$838K - $853K
|
18.4K
$843K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-10.6K- 6.89% |
$485K - $493K
|
143K
$6.59M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$45.7 - $46.5
|
1
$45.9
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
309K+ 30.38% |
$14.1M - $14.3M
|
1.32M
$60.9M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
400+ 18.41% |
$18.3K - $18.6K
|
2.57K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
92K+ 6.36% |
$4.2M - $4.28M
|
1.54M
$70.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-67.2K- 15.38% |
$3.07M - $3.12M
|
370K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.48K+ 5.94% |
$250K - $255K
|
97.8K
$4.49M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-15.7K- 10.17% |
$715K - $728K
|
138K
$6.36M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
24.4K+ 45.77% |
$1.11M - $1.13M
|
77.8K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-105K- 88.85% |
$4.8M - $4.88M
|
13.2K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
9.59K+ 15.09% |
$438K - $446K
|
73.1K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 19.58% |
$53.4K - $54.4K
|
4.81K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.6K- 11.87% |
$1.17M - $1.19M
|
190K
$8.74M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.02KNew |
$138K - $141K
|
3.02K
$139K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.7K+ 35.69% |
$1.17M - $1.19M
|
97.6K
$4.48M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.92KNew |
$225K - $229K
|
4.92K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
35+ 61.4% |
$1.6K - $1.63K
|
92
$4.23K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$9.13K - $9.3K
|
200
$9.19K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-592- 0.7% |
$27K - $27.5K
|
83.4K
$3.83M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.74K+ 5.37% |
$399K - $406K
|
171K
$7.87M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-123- 0.51% |
$5.61K - $5.72K
|
24.2K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-235- 17.59% |
$10.7K - $10.9K
|
1.1K
$50.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.14K- 9.98% |
$189K - $192K
|
37.3K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.08K+ 14.12% |
$232K - $236K
|
41.1K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
115KNew |
$5.25M - $5.35M
|
115K
$5.29M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.77K- 1.74% |
$80.7K - $82.2K
|
99.9K
$4.59M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.82K+ 2.51% |
$174K - $177K
|
156K
$7.15M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-423- 2.3% |
$19.3K - $19.7K
|
18K
$826K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-16.4K- 65.46% |
$750K - $764K
|
8.67K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
147+ 1.24% |
$6.71K - $6.83K
|
12K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.4K+ 7.16% |
$64K - $65.2K
|
21K
$964K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
347+ 4.88% |
$15.8K - $16.1K
|
7.46K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72K+ 157.99% |
$3.29M - $3.34M
|
118K
$5.4M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-959- 1.64% |
$43.8K - $44.6K
|
57.6K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.94K+ 81.1% |
$362K - $369K
|
17.7K
$814K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.2K- 7.52% |
$146K - $149K
|
39.3K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.59KNew |
$164K - $167K
|
3.59K
$165K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
138New |
$6.3K - $6.41K
|
138
$6.34K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-263- 0.53% |
$12K - $12.2K
|
49.7K
$2.28M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57K+ 2.97% |
$2.6M - $2.65M
|
1.98M
$90.8M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-29- 0.25% |
$1.32K - $1.35K
|
11.7K
$538K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.91K+ 62.91% |
$224K - $228K
|
12.7K
$584K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.73K+ 5.47% |
$216K - $220K
|
91.2K
$4.19M
|