Latest Institutional Purchases of First Trust Senior Ln Fund (FTSL)
This list provides information on the latest institutional transactions involving First Trust Senior Ln Fund (FTSL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
160K+ 60.18% |
$7.28M - $7.41M
|
425K
$19.4M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91.7K+ 405.12% |
$4.19M - $4.26M
|
114K
$5.21M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72K+ 157.99% |
$3.29M - $3.34M
|
118K
$5.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
66.8K+ 25.99% |
$3.05M - $3.11M
|
324K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57K+ 2.97% |
$2.6M - $2.65M
|
1.98M
$90.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.7K+ 14.7% |
$2.54M - $2.59M
|
435K
$19.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.1K+ 19.4% |
$1.83M - $1.86M
|
247K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.6K+ 61.27% |
$1.44M - $1.47M
|
83.3K
$3.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
31K+ 53.18% |
$1.41M - $1.44M
|
89.3K
$4.07M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
27.1K+ 4.27% |
$1.24M - $1.26M
|
660K
$30.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24K+ 18.3% |
$1.09M - $1.11M
|
155K
$7.07M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
23.9K+ 30.02% |
$1.09M - $1.11M
|
104K
$4.72M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.7K+ 26.64% |
$1.04M - $1.06M
|
108K
$4.93M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 20.08% |
$923K - $940K
|
121K
$5.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20.1K+ 5.46% |
$918K - $935K
|
388K
$17.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
19.9K+ 6.16% |
$910K - $926K
|
344K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.5K+ 200.03% |
$892K - $908K
|
29.3K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.9KNew |
$770K - $784K
|
16.9K
$768K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.3K+ 20.33% |
$699K - $712K
|
90.7K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.4K+ 15.21% |
$658K - $670K
|
109K
$4.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.1K+ 7.84% |
$645K - $656K
|
194K
$8.85M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12K+ 21.87% |
$549K - $559K
|
67K
$3.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.4K+ 8.41% |
$522K - $531K
|
147K
$6.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
11.2K+ 63.3% |
$510K - $520K
|
28.8K
$1.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
10.7K+ 10.08% |
$488K - $497K
|
117K
$5.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.77K+ 8.31% |
$446K - $454K
|
127K
$5.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
9.63KNew |
$440K - $448K
|
9.63K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.94K+ 6.3% |
$408K - $416K
|
151K
$6.88M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.9K+ 106.21% |
$406K - $413K
|
17.3K
$787K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.84K+ 22.55% |
$404K - $411K
|
48K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.05K+ 25.21% |
$368K - $374K
|
40K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.94K+ 81.1% |
$362K - $369K
|
17.7K
$808K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.75K+ 62.35% |
$354K - $360K
|
20.2K
$920K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.75K+ 6.07% |
$354K - $360K
|
135K
$6.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
6.24K+ 4.58% |
$285K - $290K
|
142K
$6.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.01K+ 10.44% |
$274K - $279K
|
63.6K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.59K+ 56.85% |
$255K - $260K
|
15.4K
$703K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.96K+ 3.01% |
$226K - $230K
|
170K
$7.73M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.91K+ 62.91% |
$224K - $228K
|
12.7K
$580K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.85K+ 6.07% |
$221K - $225K
|
84.6K
$3.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.75K+ 25.63% |
$217K - $221K
|
23.3K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.73K+ 5.47% |
$216K - $220K
|
91.2K
$4.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.59KNew |
$209K - $213K
|
4.59K
$209K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.02K+ 5.42% |
$183K - $187K
|
78.1K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4K+ 5.62% |
$183K - $186K
|
75.3K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.8K+ 34.45% |
$173K - $177K
|
14.8K
$676K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.75K+ 125100.0% |
$171K - $174K
|
3.76K
$171K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.6K+ 5.12% |
$164K - $167K
|
73.9K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.59KNew |
$164K - $167K
|
3.59K
$164K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.31K+ 5.18% |
$151K - $154K
|
67.3K
$3.07M
|