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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
400New |
$17.6K - $18.5K
|
400
$18.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
327New |
$14.4K - $15.1K
|
327
$15K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$8.79K - $9.26K
|
200
$9.18K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
173New |
$7.6K - $8.01K
|
173
$7.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
124New |
$5.45K - $5.74K
|
124
$5.69K
|
|
|
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
$32.8M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
228K+ 3611.57% |
$10M - $10.8M
|
234K
$10.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
24.4K+ 291.83% |
$1.07M - $1.16M
|
32.7K
$1.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
13.4KNew |
$590K - $635K
|
13.4K
$614K
|
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10K+ 3.54% |
$443K - $477K
|
293K
$13.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.95KNew |
$351K - $378K
|
7.95K
$365K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.59KNew |
$335K - $360K
|
7.59K
$348K
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.61K+ 4.15% |
$159K - $171K
|
90.5K
$4.15M
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
3.06K+ 9.11% |
$135K - $145K
|
36.6K
$1.68M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
2.17K+ 7.93% |
$95.5K - $103K
|
29.5K
$1.35M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
382New |
$16.8K - $18.1K
|
382
$17.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
333New |
$14.7K - $15.8K
|
333
$15.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
294New |
$13K - $14K
|
294
$13.5K
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
271New |
$12K - $12.9K
|
271
$12.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
178+ 3.97% |
$7.85K - $8.45K
|
4.66K
$214K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100New |
$4.41K - $4.75K
|
100
$4.59K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
25KNew |
$1.16M - $1.2M
|
25K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4K+ 77.06% |
$186K - $192K
|
9.19K
$422K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.36KNew |
$350K - $354K
|
7.36K
$338K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.03KNew |
$49K - $49.6K
|
1.03K
$47.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$4.75K - $4.81K
|
100
$4.59K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
344KNew |
$16.4M - $16.6M
|
344K
$15.8M
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
19.7KNew |
$942K - $950K
|
19.7K
$904K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
241KNew |
$11.5M - $11.6M
|
241K
$11M
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.19K+ 21.67% |
$105K - $106K
|
12.3K
$563K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
56.2KNew |
$2.71M - $2.71M
|
56.2K
$2.58M
|
|
|
Nov 06, 2017
Q3 2017
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
48New |
$2.31K - $2.31K
|
48
$2.2K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$48.2 - $48.2
|
1
$45.9
|
|