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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.51K- 3.45% |
$115K - $117K
|
70.3K
$3.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-707- 6.79% |
$32.3K - $32.9K
|
9.71K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.59K+ 56.85% |
$255K - $260K
|
15.4K
$709K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.61K+ 3.0% |
$73.3K - $74.6K
|
55.1K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1- 0.01% |
$45.7 - $46.5
|
10.1K
$466K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.37K+ 4.92% |
$108K - $110K
|
50.5K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
17+ 0.15% |
$776 - $790
|
11.2K
$513K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 0.88% |
$45.7 - $46.5
|
112
$5.15K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.05K- 0.36% |
$93.4K - $95.1K
|
567K
$26.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
555+ 3.75% |
$25.3K - $25.8K
|
15.4K
$706K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4K+ 5.62% |
$183K - $186K
|
75.3K
$3.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-848- 4.09% |
$38.7K - $39.4K
|
19.9K
$914K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.4K+ 8.41% |
$522K - $531K
|
147K
$6.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.01K+ 10.44% |
$274K - $279K
|
63.6K
$2.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.92K+ 2.56% |
$133K - $136K
|
117K
$5.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.94K+ 6.3% |
$408K - $416K
|
151K
$6.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.87K- 7.31% |
$85.5K - $87K
|
23.7K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.77K+ 8.31% |
$446K - $454K
|
127K
$5.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
258New |
$11.8K - $12K
|
258
$11.9K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
23.9K+ 30.02% |
$1.09M - $1.11M
|
104K
$4.76M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 1.79% |
$320 - $325
|
398
$18.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
760+ 7.99% |
$34.7K - $35.3K
|
10.3K
$472K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
31K+ 53.18% |
$1.41M - $1.44M
|
89.3K
$4.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.4K+ 15.21% |
$658K - $670K
|
109K
$5.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
613+ 2.77% |
$28K - $28.5K
|
22.8K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24K+ 18.3% |
$1.09M - $1.11M
|
155K
$7.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
126+ 0.84% |
$5.75K - $5.86K
|
15.1K
$693K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-832- 2.18% |
$38K - $38.7K
|
37.3K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
450+ 5.36% |
$20.5K - $20.9K
|
8.85K
$407K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2+ 0.04% |
$91.3 - $93
|
5.19K
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-326- 2.45% |
$14.9K - $15.2K
|
13K
$597K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-225- 50.0% |
$10.3K - $10.5K
|
225
$10.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465+ 25.0% |
$21.2K - $21.6K
|
2.33K
$107K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-554- 4.02% |
$25.3K - $25.7K
|
13.2K
$608K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-7.27K- 55.45% |
$332K - $338K
|
5.84K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
265+ 1.72% |
$12.1K - $12.3K
|
15.7K
$721K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.71K- 27.6% |
$124K - $126K
|
7.1K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
9.63KNew |
$440K - $448K
|
9.63K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-569- 6.99% |
$26K - $26.4K
|
7.57K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
116+ 1.73% |
$5.3K - $5.39K
|
6.83K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.14K+ 15.98% |
$52.2K - $53.2K
|
8.3K
$381K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-109- 3.83% |
$4.98K - $5.07K
|
2.74K
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.85K+ 6.07% |
$221K - $225K
|
84.6K
$3.89M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
1.81KNew |
$82.8K - $84.3K
|
1.81K
$83.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-2.93K- 2.14% |
$134K - $136K
|
134K
$6.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-157- 1.68% |
$7.17K - $7.3K
|
9.18K
$422K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.5K+ 200.03% |
$892K - $908K
|
29.3K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
37+ 1.43% |
$1.69K - $1.72K
|
2.63K
$121K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.96K+ 3.01% |
$226K - $230K
|
170K
$7.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-234- 4.03% |
$10.7K - $10.9K
|
5.57K
$256K
|