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 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
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.94K+ 81.1% |
$362K - $369K
|
17.7K
$814K
|
|
|
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
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.32K- 2.47% |
$151K - $154K
|
131K
$6.02M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-16.4K- 65.46% |
$750K - $764K
|
8.67K
$398K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-29- 0.25% |
$1.32K - $1.35K
|
11.7K
$538K
|
|
|
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
|
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 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.91K+ 62.91% |
$224K - $228K
|
12.7K
$584K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-87- 1.8% |
$3.97K - $4.04K
|
4.75K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-300- 5.27% |
$13.7K - $13.9K
|
5.4K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-835- 13.58% |
$38.1K - $38.8K
|
5.32K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.73K+ 5.47% |
$216K - $220K
|
91.2K
$4.19M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-106- 0.13% |
$4.84K - $4.93K
|
79K
$3.63M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
160K+ 60.18% |
$7.28M - $7.41M
|
425K
$19.5M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.51K- 8.73% |
$160K - $163K
|
36.7K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.79K- 5.61% |
$127K - $130K
|
47K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.8K+ 34.45% |
$173K - $177K
|
14.8K
$681K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.7K+ 26.64% |
$1.04M - $1.06M
|
108K
$4.97M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
153+ 1.72% |
$6.98K - $7.11K
|
9.02K
$415K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
672+ 9.28% |
$30.7K - $31.2K
|
7.91K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.9K- 20.6% |
$224K - $228K
|
18.9K
$867K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.84K+ 22.55% |
$404K - $411K
|
48K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.02K+ 5.42% |
$183K - $187K
|
78.1K
$3.59M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
86+ 0.92% |
$3.93K - $4K
|
9.46K
$434K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
981+ 2.34% |
$44.8K - $45.6K
|
42.8K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.68K- 23.41% |
$76.9K - $78.3K
|
5.51K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-5- 0.07% |
$228 - $232
|
7.62K
$350K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.05K- 32.46% |
$276K - $281K
|
12.6K
$578K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
27.1K+ 4.27% |
$1.24M - $1.26M
|
660K
$30.3M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-9.75K- 28.07% |
$445K - $453K
|
25K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-32.6K- 59.79% |
$1.49M - $1.51M
|
21.9K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12K+ 21.87% |
$549K - $559K
|
67K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 1.55% |
$137 - $139
|
196
$9.01K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-106- 32.32% |
$4.84K - $4.93K
|
222
$10.2K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.6K+ 5.12% |
$164K - $167K
|
73.9K
$3.4M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
315+ 5.01% |
$14.4K - $14.6K
|
6.6K
$303K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-325- 5.76% |
$14.8K - $15.1K
|
5.32K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
19.9K+ 6.16% |
$910K - $926K
|
344K
$15.8M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
240New |
$11K - $11.2K
|
240
$11K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-736- 4.74% |
$33.6K - $34.2K
|
14.8K
$680K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.9K+ 106.21% |
$406K - $413K
|
17.3K
$794K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-56- 7.1% |
$2.56K - $2.6K
|
733
$33.7K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.75K+ 62.35% |
$354K - $360K
|
20.2K
$927K
|