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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
515New |
$23.6K - $23.9K
|
515
$23.7K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
441New |
$20.2K - $20.5K
|
441
$20.3K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
435New |
$20K - $20.2K
|
435
$20K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
435+ 5.1% |
$20K - $20.2K
|
8.96K
$412K
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
373+ 3.69% |
$17.1K - $17.3K
|
10.5K
$481K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
327New |
$15K - $15.2K
|
327
$15K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
276New |
$12.7K - $12.8K
|
276
$12.7K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
226New |
$10.4K - $10.5K
|
226
$10.4K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
201New |
$9.23K - $9.34K
|
201
$9.24K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$9.18K - $9.3K
|
200
$9.19K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
200New |
$9.18K - $9.3K
|
200
$9.19K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
179New |
$8.22K - $8.32K
|
179
$8.23K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
141New |
$6.47K - $6.55K
|
141
$6.48K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
123New |
$5.65K - $5.72K
|
123
$5.65K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
117New |
$5.37K - $5.44K
|
117
$5.38K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
80+ 1.09% |
$3.67K - $3.72K
|
7.39K
$340K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 1.67% |
$1.56K - $1.58K
|
2.06K
$94.8K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
33+ 0.27% |
$1.51K - $1.53K
|
12.4K
$568K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23New |
$1.06K - $1.07K
|
23
$1.06K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21+ 1.77% |
$964 - $976
|
1.21K
$55.6K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
12New |
$551 - $558
|
12
$551
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
9+ 0.18% |
$413 - $418
|
4.91K
$226K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1New |
$45.9 - $46.5
|
1
$46
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$45.9 - $46.5
|
17.5K
$806K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 5.88% |
$45.9 - $46.5
|
18
$827
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
134K+ 346.27% |
$6.08M - $6.18M
|
172K
$7.91M
|
|
Nov 12, 2024
Q3 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
60.4K+ 11.84% |
$2.75M - $2.79M
|
570K
$26.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36K+ 3.92% |
$1.64M - $1.67M
|
956K
$43.9M
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.1KNew |
$503K - $511K
|
11.1K
$508K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.01KNew |
$364K - $370K
|
8.01K
$368K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.38KNew |
$200K - $203K
|
4.38K
$201K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.13KNew |
$96.8K - $98.4K
|
2.13K
$97.8K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.76KNew |
$80.1K - $81.4K
|
1.76K
$80.9K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
720New |
$32.8K - $33.3K
|
720
$33.1K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
575+ 2.63% |
$26.2K - $26.6K
|
22.5K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
467+ 0.89% |
$21.3K - $21.6K
|
53.1K
$2.44M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
337New |
$15.3K - $15.6K
|
337
$15.5K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
332New |
$15.1K - $15.4K
|
332
$15.3K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
196New |
$8.92K - $9.07K
|
196
$9.01K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
68+ 1.41% |
$3.09K - $3.15K
|
4.9K
$225K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
52New |
$2.37K - $2.41K
|
52
$2.39K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
22+ 1.8% |
$1K - $1.02K
|
1.25K
$57.3K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$228 - $231
|
5
$230
|
|
Q2 2024 | |||||||
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
136KNew |
$6.21M - $6.3M
|
136K
$6.25M
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
93.9KNew |
$4.29M - $4.35M
|
93.9K
$4.31M
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
17.4KNew |
$795K - $806K
|
17.4K
$799K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
17.1KNew |
$783K - $793K
|
17.1K
$787K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.6KNew |
$713K - $722K
|
15.6K
$716K
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15K+ 21.43% |
$686K - $695K
|
85K
$3.91M
|