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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-597- 2.06% |
$27.2K - $27.6K
|
28.3K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$45.5 - $46.3
|
17.5K
$813K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 8.79% |
$483K - $491K
|
131K
$6.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-3.25K- 16.55% |
$148K - $150K
|
16.4K
$759K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 18.2% |
$647K - $658K
|
92.4K
$4.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.3K+ 13.2% |
$695K - $706K
|
131K
$6.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-19.5K- 37.5% |
$886K - $900K
|
32.4K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.6K- 22.17% |
$1.3M - $1.32M
|
100K
$4.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
110K+ 48.68% |
$5M - $5.08M
|
335K
$15.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
76+ 2.14% |
$3.46K - $3.52K
|
3.63K
$168K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
15.4K+ 14.6% |
$699K - $710K
|
120K
$5.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
15.4K+ 14.6% |
$699K - $710K
|
120K
$5.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.24K+ 4.05% |
$102K - $103K
|
57.5K
$2.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
659+ 10.77% |
$30K - $30.5K
|
6.78K
$314K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
300+ 6.5% |
$13.7K - $13.9K
|
4.92K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 0.06% |
$319 - $324
|
12.3K
$572K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.66K+ 6.04% |
$394K - $400K
|
152K
$7.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 98.68% |
$540K - $549K
|
159
$7.37K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.04K+ 0.88% |
$92.7K - $94.2K
|
234K
$10.8M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.34K- 9.91% |
$243K - $247K
|
48.6K
$2.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-44.6K- 81.52% |
$2.03M - $2.06M
|
10.1K
$468K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
91+ 0.66% |
$4.14K - $4.21K
|
14K
$647K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30.2K- 74.41% |
$1.38M - $1.4M
|
10.4K
$482K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.3K- 42.73% |
$923K - $938K
|
27.2K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
863+ 3.93% |
$39.3K - $39.9K
|
22.8K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.57K+ 6.34% |
$162K - $165K
|
59.8K
$2.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.04K- 73.25% |
$47.2K - $48K
|
379
$17.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.25K- 10.38% |
$56.9K - $57.9K
|
10.8K
$501K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.14KNew |
$280K - $284K
|
6.14K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.01K+ 1.9% |
$46.1K - $46.9K
|
54.4K
$2.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.6K+ 14.38% |
$526K - $535K
|
91.9K
$4.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
30.7K+ 168.39% |
$1.4M - $1.42M
|
49K
$2.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
362+ 4.72% |
$16.5K - $16.7K
|
8.03K
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.52K- 12.36% |
$433K - $440K
|
67.5K
$3.13M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
497+ 0.68% |
$22.6K - $23K
|
73.2K
$3.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-451- 90.93% |
$20.5K - $20.9K
|
45
$2.09K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
357+ 6.56% |
$16.2K - $16.5K
|
5.8K
$269K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-396- 2.83% |
$18K - $18.3K
|
13.6K
$631K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-20K- 58.48% |
$911K - $926K
|
14.2K
$659K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-18- 0.27% |
$819 - $833
|
6.7K
$311K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-5.51K- 47.15% |
$251K - $255K
|
6.18K
$286K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.32K- 76.85% |
$151K - $154K
|
1K
$46.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.88K+ 7.9% |
$450K - $457K
|
135K
$6.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5KNew |
$228K - $231K
|
5K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.36K- 11.58% |
$380K - $387K
|
63.8K
$2.96M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
2.7K+ 2.15% |
$123K - $125K
|
128K
$5.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
7.17K+ 5.27% |
$326K - $331K
|
143K
$6.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-390- 7.34% |
$17.7K - $18K
|
4.92K
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
327+ 2.3% |
$14.9K - $15.1K
|
14.5K
$674K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
330K+ 3386.79% |
$15M - $15.3M
|
340K
$15.8M
|