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 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
278+ 1.44% |
$12.4K - $12.8K
|
19.6K
$900K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-510- 6.7% |
$22.7K - $23.5K
|
7.11K
$326K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-76- 38.0% |
$3.39K - $3.5K
|
124
$5.69K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.78K- 4.52% |
$79.3K - $82K
|
37.6K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.93K- 13.04% |
$86K - $88.9K
|
12.9K
$590K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-140- 1.78% |
$6.24K - $6.45K
|
7.74K
$355K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
21.8K+ 3.31% |
$974K - $1.01M
|
682K
$31.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
19.4KNew |
$864K - $892K
|
19.4K
$888K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
652+ 0.71% |
$29.1K - $30K
|
91.9K
$4.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
179+ 3.21% |
$7.98K - $8.25K
|
5.75K
$264K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-121- 1.46% |
$5.39K - $5.57K
|
8.18K
$375K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.21K- 16.21% |
$53.9K - $55.7K
|
6.25K
$287K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14.9KNew |
$666K - $688K
|
14.9K
$685K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.5KNew |
$201K - $207K
|
4.5K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.38K- 7.19% |
$150K - $155K
|
43.6K
$2M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
11.5K+ 421.65% |
$515K - $532K
|
14.3K
$655K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.45% |
$44.6 - $46.1
|
221
$10.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
33.9K+ 10.51% |
$1.51M - $1.56M
|
357K
$16.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4+ 1.55% |
$178 - $184
|
262
$12K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-272- 2.15% |
$12.1K - $12.5K
|
12.4K
$568K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
947New |
$42.2K - $43.6K
|
947
$43.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-34- 0.51% |
$1.52K - $1.57K
|
6.63K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
202+ 3.89% |
$9.01K - $9.31K
|
5.4K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.55K- 15.42% |
$69K - $71.3K
|
8.49K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-105K- 24.2% |
$4.69M - $4.85M
|
330K
$15.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-412- 2.72% |
$18.4K - $19K
|
14.7K
$676K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-429- 6.77% |
$19.1K - $19.8K
|
5.91K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.34K+ 5.62% |
$104K - $108K
|
43.9K
$2.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.38K- 10.99% |
$61.7K - $63.7K
|
11.2K
$514K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
173+ 0.03% |
$7.71K - $7.97K
|
567K
$26M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-11.1K- 20.15% |
$495K - $512K
|
44K
$2.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-174- 3.55% |
$7.76K - $8.02K
|
4.73K
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.59K- 2.59% |
$116K - $119K
|
97.3K
$4.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.02K- 3.4% |
$224K - $231K
|
142K
$6.53M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.7K- 15.17% |
$701K - $724K
|
87.9K
$4.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
975+ 6.35% |
$43.5K - $44.9K
|
16.3K
$749K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-14.5K- 84.81% |
$647K - $669K
|
2.6K
$119K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
556+ 7.35% |
$24.8K - $25.6K
|
8.12K
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.87KNew |
$306K - $316K
|
6.87K
$315K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
85+ 1.6% |
$3.79K - $3.92K
|
5.41K
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.84K- 3.11% |
$216K - $223K
|
151K
$6.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.87K- 13.25% |
$217K - $224K
|
31.9K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
175+ 0.77% |
$7.8K - $8.06K
|
22.9K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-44- 0.09% |
$1.96K - $2.03K
|
50.4K
$2.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.77K+ 10.65% |
$302K - $312K
|
70.3K
$3.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
278+ 2.71% |
$12.4K - $12.8K
|
10.5K
$484K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-53- 0.55% |
$2.36K - $2.44K
|
9.66K
$443K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-2.26K- 1.69% |
$101K - $104K
|
132K
$6.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
142+ 1.55% |
$6.33K - $6.54K
|
9.32K
$427K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-130K- 66.87% |
$5.79M - $5.98M
|
64.3K
$2.95M
|