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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
200New |
$9.18K - $9.3K
|
200
$9.19K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
49.8KNew |
$2.29M - $2.32M
|
49.8K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
7.95K+ 5.55% |
$365K - $370K
|
151K
$6.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
1K+ 15.93% |
$45.9K - $46.5K
|
7.28K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.17K- 10.46% |
$53.8K - $54.5K
|
10K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
80+ 1.09% |
$3.67K - $3.72K
|
7.39K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.03K+ 125.21% |
$277K - $280K
|
10.9K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
123New |
$5.65K - $5.72K
|
123
$5.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
12New |
$551 - $558
|
12
$551
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-9.41K- 15.66% |
$432K - $437K
|
50.7K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
141New |
$6.47K - $6.55K
|
141
$6.48K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.39KNew |
$202K - $204K
|
4.39K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.85K+ 8.33% |
$177K - $179K
|
50.1K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
9+ 0.18% |
$413 - $418
|
4.91K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
179New |
$8.22K - $8.32K
|
179
$8.23K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
276New |
$12.7K - $12.8K
|
276
$12.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
25.1KNew |
$1.15M - $1.17M
|
25.1K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
846+ 12.11% |
$38.8K - $39.3K
|
7.83K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
201New |
$9.23K - $9.34K
|
201
$9.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
117New |
$5.37K - $5.44K
|
117
$5.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
531New |
$24.4K - $24.7K
|
531
$24.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
103KNew |
$4.74M - $4.8M
|
103K
$4.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-497- 7.0% |
$22.8K - $23.1K
|
6.6K
$303K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.13K- 18.82% |
$52.1K - $52.7K
|
4.89K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-153- 1.91% |
$7.02K - $7.11K
|
7.88K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21+ 1.77% |
$964 - $976
|
1.21K
$55.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
34.5K+ 25.19% |
$1.59M - $1.61M
|
172K
$7.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.94K- 2.22% |
$89K - $90.1K
|
85.2K
$3.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
635+ 27.38% |
$29.1K - $29.5K
|
2.95K
$136K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
441New |
$20.2K - $20.5K
|
441
$20.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
33+ 0.27% |
$1.51K - $1.53K
|
12.4K
$568K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-640- 2.67% |
$29.4K - $29.7K
|
23.3K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
297KNew |
$13.6M - $13.8M
|
297K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-160- 18.6% |
$7.34K - $7.44K
|
700
$32.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.8KNew |
$497K - $503K
|
10.8K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
373+ 3.69% |
$17.1K - $17.3K
|
10.5K
$481K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
515New |
$23.6K - $23.9K
|
515
$23.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
435+ 5.1% |
$20K - $20.2K
|
8.96K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 5.88% |
$45.9 - $46.5
|
18
$827
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
700New |
$32.1K - $32.5K
|
700
$32.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
4.53KNew |
$208K - $211K
|
4.53K
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 1.67% |
$1.56K - $1.58K
|
2.06K
$94.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-113- 1.84% |
$5.19K - $5.25K
|
6.03K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.17KNew |
$237K - $240K
|
5.17K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-60.7K- 68.48% |
$2.79M - $2.82M
|
27.9K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
327New |
$15K - $15.2K
|
327
$15K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.62% |
$51.6K - $52.2K
|
70.3K
$3.23M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.1KNew |
$503K - $511K
|
11.1K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-15.8K- 47.38% |
$721K - $733K
|
17.6K
$808K
|
|