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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
139+ 3.09% |
$6.21K - $6.38K
|
4.64K
$215K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$44.7 - $45.9
|
1
$46.4
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
58.5KNew |
$2.59M - $2.66M
|
58.5K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
53.6KNew |
$2.37M - $2.43M
|
53.6K
$2.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
49.8KNew |
$2.21M - $2.26M
|
49.8K
$2.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
31.6K+ 89.96% |
$1.4M - $1.44M
|
66.8K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
27.8K+ 2905.02% |
$1.23M - $1.26M
|
28.7K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
12KNew |
$531K - $545K
|
12K
$556K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6.24KNew |
$276K - $284K
|
6.24K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
5.7KNew |
$252K - $259K
|
5.7K
$264K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.66K+ 33.84% |
$73.3K - $75.2K
|
6.55K
$304K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.43KNew |
$63.3K - $65K
|
1.43K
$66.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.41K+ 78.46% |
$62.4K - $64.1K
|
3.21K
$149K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.4KNew |
$62.1K - $63.8K
|
1.4K
$65.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
1.1KNew |
$48.6K - $49.9K
|
1.1K
$50.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
521New |
$23.1K - $23.7K
|
521
$24.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
400New |
$17.7K - $18.2K
|
400
$18.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
327New |
$14.5K - $14.9K
|
327
$15.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
218New |
$9.65K - $9.91K
|
218
$10.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
100New |
$4.43K - $4.54K
|
100
$4.64K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
93+ 1.63% |
$4.12K - $4.23K
|
5.79K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
78New |
$3.45K - $3.54K
|
78
$3.62K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
51New |
$2.26K - $2.32K
|
51
$2.36K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
48New |
$2.12K - $2.18K
|
48
$2.23K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
38New |
$1.68K - $1.73K
|
38
$1.76K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
129KNew |
$5.65M - $5.96M
|
129K
$5.97M
|
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
31.9K+ 40.84% |
$1.4M - $1.48M
|
110K
$5.1M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
23.8KNew |
$1.05M - $1.1M
|
23.8K
$1.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13.8KNew |
$604K - $637K
|
13.8K
$638K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.18K+ 8.12% |
$227K - $240K
|
68.9K
$3.19M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
3.45K+ 13.1% |
$152K - $160K
|
29.8K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.08K+ 3.3% |
$47.5K - $50.1K
|
33.8K
$1.57M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.04K+ 103.99% |
$45.8K - $48.3K
|
2.05K
$94.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
952+ 2.7% |
$41.8K - $44.1K
|
36.2K
$1.68M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
400New |
$17.6K - $18.5K
|
400
$18.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
327New |
$14.4K - $15.1K
|
327
$15.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$8.79K - $9.26K
|
200
$9.27K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
173New |
$7.6K - $8.01K
|
173
$8.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
124New |
$5.45K - $5.74K
|
124
$5.75K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
714KNew |
$31.5M - $33.9M
|
714K
$33.1M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
228K+ 3611.57% |
$10M - $10.8M
|
234K
$10.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
24.4K+ 291.83% |
$1.07M - $1.16M
|
32.7K
$1.52M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
13.4KNew |
$590K - $635K
|
13.4K
$620K
|
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10K+ 3.54% |
$443K - $477K
|
293K
$13.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.95KNew |
$351K - $378K
|
7.95K
$369K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.59KNew |
$335K - $360K
|
7.59K
$352K
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.61K+ 4.15% |
$159K - $171K
|
90.5K
$4.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
3.06K+ 9.11% |
$135K - $145K
|
36.6K
$1.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
2.17K+ 7.93% |
$95.5K - $103K
|
29.5K
$1.37M
|
|