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 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19.3K+ 86.67% |
$883K - $895K
|
41.6K
$1.91M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.2K+ 31.82% |
$1.38M - $1.4M
|
125K
$5.74M
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-167- 1.37% |
$7.63K - $7.74K
|
12.1K
$553K
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
255+ 0.61% |
$11.7K - $11.8K
|
41.8K
$1.92M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.24K+ 7.15% |
$148K - $150K
|
48.5K
$2.23M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.32K- 7.84% |
$60.2K - $61.1K
|
15.5K
$711K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 7.3% |
$553K - $561K
|
178K
$8.17M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-506- 96.93% |
$23.1K - $23.4K
|
16
$734
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1K- 13.9% |
$45.7K - $46.3K
|
6.19K
$284K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.22% |
$3.79K - $3.85K
|
37.7K
$1.73M
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-100- 0.89% |
$4.57K - $4.63K
|
11.1K
$511K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.37K- 4.52% |
$62.8K - $63.6K
|
29K
$1.33M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.58K+ 3.77% |
$72.1K - $73.1K
|
43.4K
$1.99M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.37K- 30.19% |
$154K - $156K
|
7.79K
$358K
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-612- 8.41% |
$28K - $28.4K
|
6.67K
$306K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.67K+ 2.0% |
$122K - $124K
|
136K
$6.24M
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.51KNew |
$115K - $116K
|
2.51K
$115K
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-240- 3.48% |
$11K - $11.1K
|
6.66K
$306K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-282- 58.51% |
$12.9K - $13.1K
|
200
$9.18K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-6K- 4.9% |
$274K - $278K
|
116K
$5.35M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.08K+ 3.26% |
$49.5K - $50.1K
|
34.2K
$1.57M
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.79KNew |
$219K - $222K
|
4.79K
$220K
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.96K+ 8.04% |
$226K - $230K
|
66.6K
$3.06M
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-846- 10.3% |
$38.7K - $39.2K
|
7.37K
$338K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.99K- 15.35% |
$182K - $185K
|
22K
$1.01M
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4.83KNew |
$221K - $224K
|
4.83K
$222K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
134New |
$6.13K - $6.21K
|
134
$6.15K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
136KNew |
$6.21M - $6.3M
|
136K
$6.24M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-41.8K- 36.14% |
$1.91M - $1.94M
|
73.9K
$3.39M
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
253+ 1.84% |
$11.6K - $11.7K
|
14K
$643K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.63% |
$45.7 - $46.3
|
161
$7.39K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-9.05K- 49.82% |
$414K - $419K
|
9.12K
$419K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 1.12% |
$1.74K - $1.76K
|
3.44K
$158K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.3K+ 6.16% |
$105K - $107K
|
39.7K
$1.82M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.04K- 11.6% |
$47.4K - $48K
|
7.9K
$362K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
43K+ 12.49% |
$1.96M - $1.99M
|
387K
$17.8M
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-13K- 53.17% |
$596K - $604K
|
11.5K
$527K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.11K+ 17.5% |
$96.3K - $97.6K
|
14.1K
$649K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
277New |
$12.7K - $12.8K
|
277
$12.7K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
944K+ 26.58% |
$43.2M - $43.8M
|
4.5M
$206M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-77K- 38.39% |
$3.53M - $3.57M
|
124K
$5.67M
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-52Closed |
$2.38K - $2.41K
|
0
$0
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34.8K- 94.86% |
$1.59M - $1.61M
|
1.88K
$86.5K
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
547+ 2.17% |
$25.1K - $25.4K
|
25.8K
$1.18M
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.3KNew |
$243K - $246K
|
5.3K
$243K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-622- 0.8% |
$28.5K - $28.9K
|
77K
$3.54M
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12.3K- 98.27% |
$563K - $570K
|
216
$9.91K
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.96K+ 23.41% |
$89.5K - $90.7K
|
10.3K
$473K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-212- 42.48% |
$9.71K - $9.84K
|
287
$13.2K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
70.5K+ 239.11% |
$3.23M - $3.27M
|
100K
$4.59M
|