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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-332K- 97.61% |
$15.2M - $15.4M
|
8.14K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-60.7K- 68.48% |
$2.79M - $2.82M
|
27.9K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-11K- 79.38% |
$503K - $510K
|
2.85K
$132K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.9K- 34.48% |
$501K - $507K
|
20.7K
$959K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-10.9K- 22.92% |
$498K - $505K
|
36.5K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-6.85K- 4.78% |
$314K - $318K
|
136K
$6.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-6.3K- 5.6% |
$289K - $293K
|
106K
$4.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.18K- 3.72% |
$238K - $241K
|
134K
$6.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-4.08K- 9.71% |
$187K - $190K
|
37.9K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.68K- 99.92% |
$169K - $171K
|
3
$139
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.16K- 26.33% |
$145K - $147K
|
8.85K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.01K- 13.97% |
$138K - $140K
|
18.5K
$857K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.88K- 1.37% |
$86.4K - $87.5K
|
136K
$6.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 5.79% |
$72.3K - $73.2K
|
25.6K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 8.93% |
$58.3K - $59.1K
|
13K
$600K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.25K- 12.75% |
$57.5K - $58.2K
|
8.57K
$396K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.14K- 5.68% |
$52.5K - $53.1K
|
19K
$879K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-944- 8.78% |
$43.3K - $43.9K
|
9.81K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-818- 0.64% |
$37.5K - $38K
|
128K
$5.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-604- 2.6% |
$27.7K - $28.1K
|
22.6K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-460- 1.09% |
$21.1K - $21.4K
|
41.7K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-309- 2.27% |
$14.2K - $14.4K
|
13.3K
$616K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-278- 0.37% |
$12.8K - $12.9K
|
75.7K
$3.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-113- 1.84% |
$5.19K - $5.25K
|
6.03K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-103- 1.58% |
$4.73K - $4.79K
|
6.41K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-24- 0.22% |
$1.1K - $1.12K
|
10.8K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11- 0.01% |
$505 - $511
|
152K
$7.03M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-750K- 16.09% |
$34.1M - $34.7M
|
3.91M
$181M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-590K- 27.55% |
$26.8M - $27.3M
|
1.55M
$71.7M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-365K- 26.83% |
$16.6M - $16.9M
|
997K
$46.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-274K- 76.77% |
$12.5M - $12.7M
|
83K
$3.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-174K- 96.35% |
$7.93M - $8.06M
|
6.6K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-172K- 9.12% |
$7.84M - $7.97M
|
1.72M
$79.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-165K- 14.3% |
$7.49M - $7.62M
|
987K
$45.7M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-163K- 14.34% |
$7.4M - $7.53M
|
972K
$45M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-120K- 6.27% |
$5.45M - $5.54M
|
1.79M
$82.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-120K- 95.47% |
$5.45M - $5.54M
|
5.69K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.7K- 14.05% |
$3.81M - $3.87M
|
512K
$23.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-77.7K- 38.78% |
$3.54M - $3.6M
|
123K
$5.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-55.9K- 55.75% |
$2.54M - $2.59M
|
44.4K
$2.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-47.6K- 12.3% |
$2.16M - $2.2M
|
339K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.5K- 34.97% |
$2.07M - $2.11M
|
84.6K
$3.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-45.3K- 91.2% |
$2.06M - $2.09M
|
4.37K
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44.1K- 46.87% |
$2.01M - $2.04M
|
50K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-43.3K- 8.34% |
$1.97M - $2M
|
476K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.6K- 12.38% |
$1.85M - $1.88M
|
288K
$13.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-37.1K- 76.18% |
$1.69M - $1.72M
|
11.6K
$537K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-34.4K- 32.14% |
$1.57M - $1.59M
|
72.7K
$3.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30.2K- 74.41% |
$1.38M - $1.4M
|
10.4K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.9K- 49.24% |
$1.09M - $1.11M
|
24.6K
$1.14M
|
|