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 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7.47K- 56.29% |
$341K - $347K
|
5.8K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
74+ 1.12% |
$3.38K - $3.44K
|
6.67K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
968+ 2.38% |
$44.2K - $45K
|
41.6K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-473- 6.16% |
$21.6K - $22K
|
7.21K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.05K+ 25.21% |
$368K - $374K
|
40K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-4.95K- 28.04% |
$226K - $230K
|
12.7K
$584K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.58K+ 5.39% |
$118K - $120K
|
50.4K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.7K+ 14.7% |
$2.54M - $2.59M
|
435K
$20M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.62% |
$45.7 - $46.5
|
163
$7.49K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-182- 2.16% |
$8.31K - $8.46K
|
8.23K
$378K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.2K- 17.72% |
$509K - $519K
|
51.8K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-70- 0.19% |
$3.2K - $3.25K
|
35.9K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
375+ 4.24% |
$17.1K - $17.4K
|
9.22K
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-53- 0.93% |
$2.42K - $2.46K
|
5.64K
$259K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.13% |
$45.7 - $46.5
|
774
$35.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-226- 4.24% |
$10.3K - $10.5K
|
5.1K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
66.8K+ 25.99% |
$3.05M - $3.11M
|
324K
$14.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
994+ 1.88% |
$45.4K - $46.2K
|
53.8K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-812- 13.37% |
$37.1K - $37.7K
|
5.26K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.75K+ 6.07% |
$354K - $360K
|
135K
$6.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.4K- 27.18% |
$1.25M - $1.27M
|
73.4K
$3.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
475+ 8.11% |
$21.7K - $22.1K
|
6.34K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20.1K+ 5.46% |
$918K - $935K
|
388K
$17.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.28K+ 12.21% |
$58.5K - $59.6K
|
11.8K
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
208+ 0.82% |
$9.5K - $9.67K
|
25.7K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-21.8K- 36.05% |
$996K - $1.01M
|
38.7K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.11K+ 15.97% |
$50.9K - $51.8K
|
8.09K
$372K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.09K- 2.87% |
$49.6K - $50.5K
|
36.8K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.31K+ 5.18% |
$151K - $154K
|
67.3K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-170- 1.31% |
$7.76K - $7.9K
|
12.8K
$588K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
370+ 8.16% |
$16.9K - $17.2K
|
4.9K
$225K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
958+ 1.73% |
$43.7K - $44.5K
|
56.4K
$2.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-87- 0.04% |
$3.97K - $4.04K
|
248K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
22+ 0.23% |
$1K - $1.02K
|
9.44K
$434K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
6.24K+ 4.58% |
$285K - $290K
|
142K
$6.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.59KNew |
$209K - $213K
|
4.59K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-4.9K- 13.41% |
$223K - $228K
|
31.6K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.1K+ 7.84% |
$645K - $656K
|
194K
$8.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
10.7K+ 10.08% |
$488K - $497K
|
117K
$5.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-297- 2.76% |
$13.6K - $13.8K
|
10.5K
$482K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.66K- 1.11% |
$305K - $309K
|
595K
$27.3M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1New |
$45.9 - $46.5
|
1
$46
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
435New |
$20K - $20.2K
|
435
$20K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.39K+ 17.05% |
$339K - $343K
|
50.7K
$2.33M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
226New |
$10.4K - $10.5K
|
226
$10.4K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.35KNew |
$200K - $202K
|
4.35K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11.2K- 71.91% |
$516K - $522K
|
4.39K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2.06KNew |
$94.6K - $95.8K
|
2.06K
$94.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$9.18K - $9.3K
|
200
$9.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23New |
$1.06K - $1.07K
|
23
$1.06K
|
|