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 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.25K- 12.75% |
$57.5K - $58.2K
|
8.57K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.17K- 10.46% |
$53.8K - $54.5K
|
10K
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.13K- 18.82% |
$52.1K - $52.7K
|
4.89K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-732- 0.92% |
$33.6K - $34K
|
78.7K
$3.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-640- 2.67% |
$29.4K - $29.7K
|
23.3K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-530- 0.63% |
$24.3K - $24.6K
|
84K
$3.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-497- 7.0% |
$22.8K - $23.1K
|
6.6K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-430- 2.45% |
$19.7K - $20K
|
17.2K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-160- 18.6% |
$7.34K - $7.44K
|
700
$31.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-153- 1.91% |
$7.02K - $7.11K
|
7.88K
$359K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-113- 1.84% |
$5.19K - $5.25K
|
6.03K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-40- 0.6% |
$1.84K - $1.86K
|
6.6K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12- 0.08% |
$551 - $558
|
15K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1- -0.0% |
$45.9 - $46.5
|
35.1K
$1.6M
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-120K- 95.47% |
$5.45M - $5.54M
|
5.69K
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-45.3K- 91.2% |
$2.06M - $2.09M
|
4.37K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-43.3K- 8.34% |
$1.97M - $2M
|
476K
$21.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-34.4K- 32.14% |
$1.57M - $1.59M
|
72.7K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-15.8K- 47.38% |
$721K - $733K
|
17.6K
$802K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.8K- 52.57% |
$355K - $361K
|
7.04K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.58K- 87.62% |
$254K - $258K
|
788
$35.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-5.51K- 47.15% |
$251K - $255K
|
6.18K
$282K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.32K- 76.85% |
$151K - $154K
|
1K
$45.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-3.25K- 16.55% |
$148K - $150K
|
16.4K
$746K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 31.36% |
$105K - $107K
|
5.06K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.09K- 17.19% |
$94.9K - $96.5K
|
10K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-878- 68.7% |
$40K - $40.6K
|
400
$18.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-878- 68.7% |
$40K - $40.6K
|
400
$18.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-596- 14.84% |
$27.1K - $27.6K
|
3.42K
$156K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-451- 90.93% |
$20.5K - $20.9K
|
45
$2.05K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-390- 7.34% |
$17.7K - $18K
|
4.92K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-85- 1.5% |
$3.87K - $3.93K
|
5.59K
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 11.11% |
$91 - $92.5
|
16
$729
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-21.2K- 64.75% |
$967K - $981K
|
11.5K
$525K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-10.9K- 33.67% |
$500K - $507K
|
21.6K
$982K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-5.69K- 44.2% |
$260K - $264K
|
7.18K
$327K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.48K- 0.8% |
$67.5K - $68.4K
|
182K
$8.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.02K- 19.15% |
$46.5K - $47.1K
|
4.29K
$196K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-506- 96.93% |
$23.1K - $23.4K
|
16
$729
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-282- 58.51% |
$12.9K - $13.1K
|
200
$9.12K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-51- 96.23% |
$2.33K - $2.36K
|
2
$91.2
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.96% |
$1.1K - $1.11K
|
2.47K
$113K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-42.9K- 83.57% |
$1.97M - $1.99M
|
8.44K
$385K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-31.2K- 72.47% |
$1.43M - $1.45M
|
11.9K
$541K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-20.4K- 56.91% |
$932K - $944K
|
15.4K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12.3K- 98.27% |
$563K - $570K
|
216
$9.85K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-9.17K- 46.46% |
$420K - $425K
|
10.6K
$481K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-6.1K- 49.4% |
$279K - $283K
|
6.24K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.01K- 27.71% |
$92.1K - $93.3K
|
5.25K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.57K- 98.24% |
$71.7K - $72.6K
|
28
$1.28K
|
|