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 |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-32.6K- 59.79% |
$1.49M - $1.51M
|
21.9K
$999K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.4K- 27.18% |
$1.25M - $1.27M
|
73.4K
$3.35M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-21.8K- 36.05% |
$996K - $1.01M
|
38.7K
$1.76M
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-16.4K- 65.46% |
$750K - $764K
|
8.67K
$395K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-13.4K- 68.91% |
$614K - $625K
|
6.07K
$277K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.2K- 17.72% |
$509K - $519K
|
51.8K
$2.36M
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
SELL
|
- |
-11.1K- 2.38% |
$507K - $516K
|
456K
$20.8M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-9.75K- 28.07% |
$445K - $453K
|
25K
$1.14M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.14K- 88.61% |
$371K - $378K
|
1.05K
$47.7K
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7.47K- 56.29% |
$341K - $347K
|
5.8K
$264K
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-7.27K- 55.45% |
$332K - $338K
|
5.84K
$266K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.05K- 32.46% |
$276K - $281K
|
12.6K
$574K
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-5.72K- 10.02% |
$261K - $266K
|
51.4K
$2.34M
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-4.95K- 28.04% |
$226K - $230K
|
12.7K
$579K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.9K- 20.6% |
$224K - $228K
|
18.9K
$860K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-4.9K- 13.41% |
$223K - $228K
|
31.6K
$1.44M
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.59K- 4.74% |
$164K - $167K
|
72.1K
$3.29M
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.51K- 8.73% |
$160K - $163K
|
36.7K
$1.67M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.32K- 2.47% |
$151K - $154K
|
131K
$5.97M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.2K- 7.52% |
$146K - $149K
|
39.3K
$1.79M
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-2.93K- 2.14% |
$134K - $136K
|
134K
$6.11M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.79K- 5.61% |
$127K - $130K
|
47K
$2.14M
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.71K- 27.6% |
$124K - $126K
|
7.1K
$324K
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.51K- 3.45% |
$115K - $117K
|
70.3K
$3.2M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.05K- 0.36% |
$93.4K - $95.1K
|
567K
$25.8M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.87K- 7.31% |
$85.5K - $87K
|
23.7K
$1.08M
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.68K- 23.41% |
$76.9K - $78.3K
|
5.51K
$251K
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 4.31% |
$70.1K - $71.4K
|
34.1K
$1.55M
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.15K- 6.97% |
$52.6K - $53.6K
|
15.4K
$702K
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.09K- 2.87% |
$49.6K - $50.5K
|
36.8K
$1.68M
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-959- 1.64% |
$43.8K - $44.6K
|
57.6K
$2.62M
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-958- 2.3% |
$43.7K - $44.5K
|
40.7K
$1.86M
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-856- 13.36% |
$39.1K - $39.8K
|
5.55K
$253K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-848- 4.09% |
$38.7K - $39.4K
|
19.9K
$906K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-835- 13.58% |
$38.1K - $38.8K
|
5.32K
$242K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-832- 2.18% |
$38K - $38.7K
|
37.3K
$1.7M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-812- 13.37% |
$37.1K - $37.7K
|
5.26K
$240K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-736- 4.74% |
$33.6K - $34.2K
|
14.8K
$674K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-707- 6.79% |
$32.3K - $32.9K
|
9.71K
$443K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-569- 6.99% |
$26K - $26.4K
|
7.57K
$345K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-554- 4.02% |
$25.3K - $25.7K
|
13.2K
$603K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-473- 6.16% |
$21.6K - $22K
|
7.21K
$329K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-385- 2.03% |
$17.6K - $17.9K
|
18.6K
$848K
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-326- 2.45% |
$14.9K - $15.2K
|
13K
$592K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-325- 5.76% |
$14.8K - $15.1K
|
5.32K
$243K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-300- 5.27% |
$13.7K - $13.9K
|
5.4K
$246K
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-297- 2.76% |
$13.6K - $13.8K
|
10.5K
$478K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-263- 0.53% |
$12K - $12.2K
|
49.7K
$2.26M
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-234- 4.03% |
$10.7K - $10.9K
|
5.57K
$254K
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-226- 4.24% |
$10.3K - $10.5K
|
5.1K
$233K
|