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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
239+ 6.94% |
$10.9K - $11.1K
|
3.68K
$171K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-287- 3.81% |
$13.1K - $13.3K
|
7.25K
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 5.02% |
$86.1K - $87.5K
|
39.5K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-4.99K- 39.25% |
$227K - $231K
|
7.73K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
24KNew |
$1.09M - $1.11M
|
24K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-460- 4.22% |
$20.9K - $21.3K
|
10.4K
$484K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
58+ 0.5% |
$2.64K - $2.68K
|
11.5K
$535K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
266+ 5.33% |
$12.1K - $12.3K
|
5.25K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.17K- 18.64% |
$144K - $146K
|
13.8K
$640K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-195- 2.19% |
$8.87K - $9.02K
|
8.71K
$404K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-268- 1.85% |
$12.2K - $12.4K
|
14.2K
$660K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-43- 0.55% |
$1.96K - $1.99K
|
7.75K
$359K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.09K- 5.71% |
$95.2K - $96.8K
|
34.6K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.26K+ 6.0% |
$148K - $151K
|
57.6K
$2.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
575+ 2.63% |
$26.2K - $26.6K
|
22.5K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.32K- 1.71% |
$60.2K - $61.2K
|
76K
$3.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.72K+ 3.27% |
$78.4K - $79.7K
|
54.5K
$2.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.91K- 7.78% |
$87K - $88.4K
|
22.7K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-4.64K- 1.0% |
$211K - $215K
|
460K
$21.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.05K+ 6.41% |
$47.9K - $48.7K
|
17.5K
$810K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-27.5K- 16.64% |
$1.25M - $1.27M
|
138K
$6.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
68+ 1.41% |
$3.09K - $3.15K
|
4.9K
$227K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-47.6K- 12.3% |
$2.16M - $2.2M
|
339K
$15.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-45.3K- 91.2% |
$2.06M - $2.09M
|
4.37K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.49K+ 8.59% |
$113K - $115K
|
31.5K
$1.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.64K+ 3.97% |
$120K - $122K
|
69.2K
$3.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 31.36% |
$105K - $107K
|
5.06K
$234K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.92K- 15.86% |
$451K - $459K
|
52.6K
$2.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
547+ 3.87% |
$24.9K - $25.3K
|
14.7K
$681K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.98K+ 5.0% |
$90.2K - $91.7K
|
41.7K
$1.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-39- 0.31% |
$1.77K - $1.8K
|
12.5K
$578K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.1K+ 8.07% |
$50.3K - $51K
|
14.7K
$683K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-153- 2.62% |
$6.99K - $7.09K
|
5.7K
$264K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
302New |
$13.8K - $14K
|
302
$14K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.6KNew |
$713K - $722K
|
15.6K
$723K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.48KNew |
$296K - $300K
|
6.48K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15K+ 21.43% |
$686K - $695K
|
85K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20+ 100.0% |
$914 - $927
|
40
$1.85K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.56KNew |
$71.4K - $72.3K
|
1.56K
$72.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-51- 96.23% |
$2.33K - $2.36K
|
2
$92.7
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.2KNew |
$466K - $472K
|
10.2K
$472K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 4.85% |
$366 - $371
|
173
$8.02K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.1K+ 55.29% |
$370K - $375K
|
22.8K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.96% |
$1.1K - $1.11K
|
2.47K
$115K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.9KNew |
$591K - $599K
|
12.9K
$600K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.32K+ 154.17% |
$426K - $432K
|
15.4K
$712K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 0.62% |
$1.37K - $1.39K
|
4.84K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
106New |
$4.85K - $4.91K
|
106
$4.91K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-309- 1.61% |
$14.1K - $14.3K
|
18.9K
$874K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 7.59% |
$503 - $510
|
156
$7.23K
|
|