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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
271+ 2.81% |
$12.1K - $12.5K
|
9.9K
$454K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.76K+ 2.35% |
$123K - $127K
|
120K
$5.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.47K- 10.4% |
$110K - $114K
|
21.3K
$975K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20K- 53.7% |
$893K - $922K
|
17.3K
$792K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-53.3K- 15.51% |
$2.37M - $2.45M
|
290K
$13.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-89.1K- 59.05% |
$3.97M - $4.1M
|
61.8K
$2.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.29K+ 12.88% |
$236K - $244K
|
46.4K
$2.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.51K- 6.78% |
$157K - $162K
|
48.3K
$2.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.24K- 18.29% |
$144K - $149K
|
14.5K
$664K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 1.19% |
$134 - $138
|
255
$11.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-271- 5.7% |
$12.1K - $12.5K
|
4.48K
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.23K+ 7.11% |
$54.7K - $56.6K
|
18.5K
$848K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.98K+ 1.02% |
$177K - $183K
|
392K
$18M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.86K- 3.37% |
$127K - $132K
|
81.8K
$3.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
766+ 4.06% |
$34.1K - $35.3K
|
19.6K
$900K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.52K+ 63.88% |
$157K - $162K
|
9.03K
$414K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
23+ 0.63% |
$1.03K - $1.06K
|
3.69K
$169K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
575+ 293.37% |
$25.6K - $26.5K
|
771
$35.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-1.76K- 14.89% |
$78.2K - $80.9K
|
10K
$460K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
9.32KNew |
$416K - $430K
|
9.32K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
47.7K+ 35.24% |
$2.13M - $2.2M
|
183K
$8.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-93- 1.15% |
$4.15K - $4.28K
|
8K
$367K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.3K+ 6.65% |
$460K - $475K
|
165K
$7.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-77- 1.46% |
$3.43K - $3.55K
|
5.19K
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
499+ 0.99% |
$22.2K - $23K
|
50.9K
$2.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
218+ 0.54% |
$9.72K - $10K
|
40.2K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-41- 0.18% |
$1.83K - $1.89K
|
23.3K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.9K+ 7.77% |
$441K - $456K
|
137K
$6.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-19.5K- 66.67% |
$871K - $900K
|
9.77K
$448K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-198- 3.0% |
$8.83K - $9.12K
|
6.41K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-685- 88.5% |
$30.5K - $31.6K
|
89
$4.08K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.2K+ 19.23% |
$1.12M - $1.16M
|
156K
$7.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.05K- 11.65% |
$46.9K - $48.4K
|
7.97K
$366K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
86+ 0.53% |
$3.83K - $3.96K
|
16.3K
$748K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
6.74K+ 2.08% |
$300K - $310K
|
331K
$15.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
95+ 1.64% |
$4.24K - $4.38K
|
5.9K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.9K- 39.81% |
$662K - $684K
|
22.5K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.64K+ 2.23% |
$73.1K - $75.6K
|
75.3K
$3.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.42K- 8.53% |
$286K - $296K
|
68.8K
$3.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.44K- 24.73% |
$64.4K - $66.5K
|
4.39K
$201K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.84K- 9.9% |
$216K - $223K
|
44.1K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
621+ 1.15% |
$27.7K - $28.6K
|
54.5K
$2.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
290+ 0.39% |
$12.9K - $13.4K
|
74.2K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-678- 4.49% |
$30.2K - $31.2K
|
14.4K
$661K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13K- 17.7% |
$579K - $599K
|
60.4K
$2.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
10K+ 8.56% |
$446K - $461K
|
127K
$5.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-7.42K- 33.88% |
$331K - $342K
|
14.5K
$664K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
31+ 0.09% |
$1.38K - $1.43K
|
36K
$1.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
35+ 1.33% |
$1.56K - $1.61K
|
2.66K
$122K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$44.6 - $46.1
|
17.5K
$804K
|