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 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 1.2% |
$137 - $139
|
252
$11.5K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 1.55% |
$137 - $139
|
196
$8.93K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2+ 0.04% |
$91.3 - $93
|
5.19K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$91.3 - $93
|
18.5K
$842K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.62% |
$45.7 - $46.5
|
163
$7.43K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.13% |
$45.7 - $46.5
|
774
$35.3K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.45MNew |
$66.4M - $67.3M
|
1.45M
$66M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
627K+ 16.04% |
$28.8M - $29.1M
|
4.54M
$207M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
297KNew |
$13.6M - $13.8M
|
297K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
190K+ 1301.49% |
$8.74M - $8.85M
|
205K
$9.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
149K+ 10.94% |
$6.82M - $6.9M
|
1.51M
$68.7M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
141K+ 14.48% |
$6.46M - $6.54M
|
1.11M
$50.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
134K+ 95.31% |
$6.14M - $6.22M
|
274K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
110K+ 1744.21% |
$5.04M - $5.11M
|
116K
$5.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
103KNew |
$4.74M - $4.8M
|
103K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.2K+ 4.04% |
$3.32M - $3.36M
|
1.86M
$84.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
53.3KNew |
$2.45M - $2.48M
|
53.3K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
53KNew |
$2.43M - $2.46M
|
53K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
49.8KNew |
$2.29M - $2.32M
|
49.8K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.1K+ 52.45% |
$2.21M - $2.24M
|
140K
$6.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
40.7KNew |
$1.87M - $1.89M
|
40.7K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
39.9KNew |
$1.83M - $1.85M
|
39.9K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.9K+ 15.32% |
$1.69M - $1.71M
|
278K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
34.5K+ 25.19% |
$1.59M - $1.61M
|
172K
$7.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
33.6K+ 27.88% |
$1.54M - $1.56M
|
154K
$7.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
33.6K+ 27.88% |
$1.54M - $1.56M
|
154K
$7.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
25.1KNew |
$1.15M - $1.17M
|
25.1K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.7K+ 12.33% |
$1.09M - $1.1M
|
216K
$9.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.5KNew |
$942K - $953K
|
20.5K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
20.2KNew |
$928K - $940K
|
20.2K
$922K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.5K+ 1.95% |
$894K - $906K
|
1.02M
$46.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
12.9KNew |
$591K - $598K
|
12.9K
$587K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
12K+ 17.22% |
$551K - $558K
|
81.7K
$3.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.8KNew |
$497K - $503K
|
10.8K
$493K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
10.7K+ 1.44% |
$491K - $497K
|
755K
$34.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.2K+ 100.0% |
$467K - $473K
|
20.4K
$928K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.94K+ 39.3% |
$410K - $416K
|
31.7K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
7.97K+ 6.21% |
$366K - $370K
|
136K
$6.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
7.95K+ 5.55% |
$365K - $370K
|
151K
$6.89M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.39K+ 17.05% |
$339K - $343K
|
50.7K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.18K+ 1.43% |
$284K - $287K
|
437K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.03K+ 125.21% |
$277K - $280K
|
10.9K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.91K+ 31.88% |
$271K - $275K
|
24.5K
$1.11M
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
5.17KNew |
$237K - $240K
|
5.17K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.17KNew |
$237K - $240K
|
5.17K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.09K+ 4.49% |
$233K - $236K
|
118K
$5.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.05K+ 13.69% |
$232K - $235K
|
41.9K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.02KNew |
$231K - $234K
|
5.02K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.95KNew |
$227K - $230K
|
4.95K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.95KNew |
$227K - $230K
|
4.95K
$225K
|
|