Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-6.47K- 12.59% |
$288K - $298K
|
44.9K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.31K- 14.15% |
$237K - $244K
|
32.2K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 4.03% |
$61.2K - $63.2K
|
32.7K
$1.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-720- 4.68% |
$32.1K - $33.2K
|
14.7K
$675K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-549- 9.05% |
$24.5K - $25.3K
|
5.52K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-380- 36.33% |
$16.9K - $17.5K
|
666
$30.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-375- 1.24% |
$16.7K - $17.3K
|
29.9K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-161- 0.87% |
$7.18K - $7.42K
|
18.4K
$848K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-218K- 78.39% |
$9.94M - $10.1M
|
60K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-105K- 88.85% |
$4.8M - $4.88M
|
13.2K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-79.9K- 9.01% |
$3.65M - $3.71M
|
807K
$37.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-67.2K- 15.38% |
$3.07M - $3.12M
|
370K
$17M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-39.5K- 5.24% |
$1.81M - $1.84M
|
716K
$32.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-37K- 71.55% |
$1.69M - $1.72M
|
14.7K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34.6KClosed |
$1.58M - $1.61M
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-32.6K- 59.79% |
$1.49M - $1.51M
|
21.9K
$1.01M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-31.9K- 82.89% |
$1.46M - $1.48M
|
6.58K
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.4K- 27.18% |
$1.25M - $1.27M
|
73.4K
$3.37M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.6K- 11.87% |
$1.17M - $1.19M
|
190K
$8.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-21.8K- 36.05% |
$996K - $1.01M
|
38.7K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21K- 33.32% |
$960K - $977K
|
42.1K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-18.8K- 19.1% |
$856K - $872K
|
79.4K
$3.65M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-16.4K- 65.46% |
$750K - $764K
|
8.67K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-15.7K- 10.17% |
$715K - $728K
|
138K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.8K- 0.75% |
$540K - $550K
|
1.57M
$72.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.2K- 17.72% |
$509K - $519K
|
51.8K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-10.6K- 6.89% |
$485K - $493K
|
143K
$6.59M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.5K- 9.18% |
$479K - $488K
|
104K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.2K- 50.0% |
$465K - $473K
|
10.2K
$468K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-9.75K- 28.07% |
$445K - $453K
|
25K
$1.15M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-8.89K- 17.53% |
$406K - $413K
|
41.8K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7.47K- 56.29% |
$341K - $347K
|
5.8K
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-7.27K- 55.45% |
$332K - $338K
|
5.84K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.68K- 5.36% |
$305K - $310K
|
118K
$5.41M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.05K- 32.46% |
$276K - $281K
|
12.6K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-5.55K- 10.63% |
$253K - $258K
|
46.7K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.06K- 6.43% |
$231K - $235K
|
73.6K
$3.38M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-4.95K- 28.04% |
$226K - $230K
|
12.7K
$584K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.9K- 20.6% |
$224K - $228K
|
18.9K
$867K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-4.9K- 13.41% |
$223K - $228K
|
31.6K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.14K- 9.98% |
$189K - $192K
|
37.3K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.85K- 18.77% |
$176K - $179K
|
16.7K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.82K- 4.82% |
$174K - $177K
|
75.4K
$3.47M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.51K- 8.73% |
$160K - $163K
|
36.7K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.32K- 2.47% |
$151K - $154K
|
131K
$6.02M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.2K- 7.52% |
$146K - $149K
|
39.3K
$1.81M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3K- 4.53% |
$137K - $140K
|
63.3K
$2.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-2.93K- 2.14% |
$134K - $136K
|
134K
$6.16M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.79K- 5.61% |
$127K - $130K
|
47K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.71K- 27.6% |
$124K - $126K
|
7.1K
$326K
|
|