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 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
80+ 8.0% |
$3.66K - $3.71K
|
1.08K
$50.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
31+ 0.14% |
$1.42K - $1.44K
|
21.7K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5+ 0.1% |
$229 - $232
|
5.24K
$243K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
18.3K+ 4.23% |
$828K - $845K
|
450K
$20.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.2K+ 8.67% |
$553K - $565K
|
153K
$7.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11.3KNew |
$513K - $523K
|
11.3K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.5K+ 20.12% |
$475K - $485K
|
62.5K
$2.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
6.38K+ 7.98% |
$289K - $295K
|
86.3K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.22KNew |
$237K - $241K
|
5.22K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.6KNew |
$209K - $213K
|
4.6K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.35KNew |
$197K - $201K
|
4.35K
$202K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.48K+ 10.38% |
$158K - $161K
|
37K
$1.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
779New |
$35.3K - $36.1K
|
779
$36.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
710New |
$32.2K - $32.9K
|
710
$32.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
612+ 8.74% |
$27.8K - $28.3K
|
7.61K
$353K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
414+ 20700.0% |
$18.8K - $19.2K
|
416
$19.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
174New |
$7.89K - $8.05K
|
174
$8.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
111New |
$5.03K - $5.14K
|
111
$5.15K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
29+ 0.46% |
$1.32K - $1.34K
|
6.4K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5New |
$227 - $231
|
5
$232
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
250KNew |
$11.3M - $11.5M
|
250K
$11.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3K+ 5.38% |
$136K - $138K
|
58.7K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.7KNew |
$122K - $124K
|
2.7K
$125K
|
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2.17KNew |
$98.3K - $100K
|
2.17K
$101K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
250New |
$11.3K - $11.5K
|
250
$11.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
76New |
$3.44K - $3.5K
|
76
$3.52K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
39New |
$1.76K - $1.8K
|
39
$1.81K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21New |
$950 - $968
|
21
$974
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13New |
$588 - $599
|
13
$603
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.37% |
$45.2 - $46.1
|
74
$3.43K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
68.1KNew |
$3.03M - $3.1M
|
68.1K
$3.16M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
14.6K+ 5.65% |
$651K - $666K
|
273K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
7.44KNew |
$332K - $339K
|
7.44K
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.36KNew |
$328K - $335K
|
7.36K
$341K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.65KNew |
$207K - $212K
|
4.65K
$215K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.53K+ 29.75% |
$68.1K - $69.7K
|
6.67K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
479+ 1.89% |
$21.3K - $21.8K
|
25.9K
$1.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
410New |
$18.3K - $18.7K
|
410
$19K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
275+ 3.14% |
$12.3K - $12.5K
|
9.02K
$418K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
30+ 0.39% |
$1.34K - $1.37K
|
7.82K
$362K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
18+ 0.3% |
$802 - $820
|
5.96K
$276K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
71KNew |
$3.17M - $3.25M
|
71K
$3.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
18.9K+ 15.82% |
$846K - $869K
|
139K
$6.43M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.5KNew |
$694K - $713K
|
15.5K
$721K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.39KNew |
$375K - $385K
|
8.39K
$389K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.13K+ 54.76% |
$363K - $373K
|
23K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.25KNew |
$235K - $241K
|
5.25K
$244K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.53KNew |
$158K - $162K
|
3.53K
$164K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
993New |
$44.4K - $45.5K
|
993
$46K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
226New |
$10.1K - $10.4K
|
226
$10.5K
|
|