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 |
---|---|---|---|---|---|---|---|
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
|
|
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
|
|
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 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-34.4K- 32.14% |
$1.57M - $1.59M
|
72.7K
$3.36M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.9K- 49.24% |
$1.09M - $1.11M
|
24.6K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.9K- 4.83% |
$996K - $1.01M
|
431K
$19.9M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-19.8K- 52.94% |
$900K - $915K
|
17.6K
$814K
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-19.5K- 37.5% |
$886K - $900K
|
32.4K
$1.5M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-17.7K- 91.06% |
$808K - $821K
|
1.74K
$80.6K
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-15.8K- 47.38% |
$721K - $733K
|
17.6K
$814K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.6K- 6.81% |
$711K - $723K
|
214K
$9.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 9.36% |
$707K - $719K
|
150K
$6.96M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.6K- 22.53% |
$574K - $583K
|
43.3K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.1K- 9.66% |
$551K - $560K
|
113K
$5.24M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 98.68% |
$540K - $549K
|
159
$7.36K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.1K- 58.63% |
$458K - $465K
|
7.1K
$328K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.92K- 15.86% |
$451K - $459K
|
52.6K
$2.43M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-9.66K- 12.71% |
$440K - $447K
|
66.4K
$3.07M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.52K- 12.36% |
$433K - $440K
|
67.5K
$3.12M
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8.89K- 22.97% |
$405K - $411K
|
29.8K
$1.38M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.02K- 7.2% |
$365K - $371K
|
103K
$4.78M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.8K- 52.57% |
$355K - $361K
|
7.04K
$326K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.58K- 87.62% |
$254K - $258K
|
788
$36.5K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-5.51K- 47.15% |
$251K - $255K
|
6.18K
$286K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.36K- 4.41% |
$244K - $248K
|
116K
$5.37M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.1K- 47.01% |
$232K - $236K
|
5.75K
$266K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-4.99K- 39.25% |
$227K - $231K
|
7.73K
$358K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.47K- 8.23% |
$203K - $207K
|
49.8K
$2.31M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.44K- 9.31% |
$202K - $205K
|
43.2K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4K- 30.08% |
$182K - $185K
|
9.29K
$430K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.95K- 4.13% |
$180K - $183K
|
91.7K
$4.24M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.94K- 41.45% |
$179K - $182K
|
5.56K
$257K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.32K- 76.85% |
$151K - $154K
|
1K
$46.3K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-3.25K- 16.55% |
$148K - $150K
|
16.4K
$757K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.02K- 4.59% |
$137K - $140K
|
62.7K
$2.9M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.98K- 5.47% |
$135K - $138K
|
51.4K
$2.38M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.74K- 4.48% |
$125K - $127K
|
58.5K
$2.71M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 3.59% |
$115K - $117K
|
68.2K
$3.16M
|