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 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 11.63% |
$66.3K - $68.6K
|
11.3K
$518K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-7.68K- 31.24% |
$342K - $354K
|
16.9K
$775K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 3.67% |
$148K - $153K
|
94K
$4.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.9KNew |
$219K - $226K
|
4.9K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-138- 2.49% |
$6.15K - $6.36K
|
5.41K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6.23K+ 10.39% |
$278K - $287K
|
66.2K
$3.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.5K+ 11.01% |
$290K - $300K
|
65.6K
$3.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
986New |
$44K - $45.4K
|
986
$45.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-6.47K- 12.59% |
$288K - $298K
|
44.9K
$2.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
213+ 1.26% |
$9.5K - $9.81K
|
17.1K
$783K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.5K+ 10.74% |
$111K - $115K
|
25.8K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23.8K- 28.54% |
$1.06M - $1.1M
|
59.5K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-161- 0.87% |
$7.18K - $7.42K
|
18.4K
$846K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.47K+ 2.03% |
$65.4K - $67.5K
|
73.6K
$3.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-380- 36.33% |
$16.9K - $17.5K
|
666
$30.5K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 4.03% |
$61.2K - $63.2K
|
32.7K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20K+ 8.09% |
$890K - $920K
|
267K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
137KNew |
$6.11M - $6.31M
|
137K
$6.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.16K+ 7.47% |
$96.1K - $99.3K
|
31K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-549- 9.05% |
$24.5K - $25.3K
|
5.52K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
986+ 2.42% |
$44K - $45.4K
|
41.7K
$1.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
542+ 0.12% |
$24.2K - $25K
|
456K
$20.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 0.96% |
$1.6K - $1.66K
|
3.79K
$174K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
62+ 0.49% |
$2.76K - $2.86K
|
12.8K
$585K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-720- 4.68% |
$32.1K - $33.2K
|
14.7K
$673K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-375- 1.24% |
$16.7K - $17.3K
|
29.9K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.27K+ 459.93% |
$56.8K - $58.7K
|
1.55K
$71.1K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 14.45% |
$779K - $805K
|
138K
$6.35M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.21K+ 7.34% |
$54K - $55.8K
|
17.7K
$812K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.16K+ 65.78% |
$144K - $147K
|
7.95K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.38KNew |
$200K - $203K
|
4.38K
$201K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
35New |
$1.6K - $1.63K
|
35
$1.6K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-62- 0.16% |
$2.83K - $2.88K
|
39.8K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.18K+ 4.12% |
$99.6K - $101K
|
55.1K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.73K- 2.85% |
$79.1K - $80.5K
|
59K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.2K- 50.0% |
$465K - $473K
|
10.2K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Cno Financial Group, Inc.
|
BUY
|
- |
152KNew |
$6.94M - $7.06M
|
152K
$6.97M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
659+ 13.12% |
$30.1K - $30.6K
|
5.68K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
17New |
$776 - $790
|
17
$779
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.8KNew |
$632K - $644K
|
13.8K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.7KNew |
$2.18M - $2.22M
|
47.7K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.85K- 18.77% |
$176K - $179K
|
16.7K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.77K- 28.35% |
$80.8K - $82.3K
|
4.47K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.2K+ 15.19% |
$420K - $428K
|
69.8K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
400+ 18.41% |
$18.3K - $18.6K
|
2.57K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$45.7 - $46.5
|
1
$45.9
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
18.4KNew |
$838K - $853K
|
18.4K
$841K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 19.58% |
$53.4K - $54.4K
|
4.81K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.92KNew |
$225K - $229K
|
4.92K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.6K- 11.87% |
$1.17M - $1.19M
|
190K
$8.72M
|
|