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
|
Beacon Financial Group
|
SELL
|
- |
-1.27K- 6.07% |
$57.6K - $58.6K
|
19.6K
$906K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.19K- 6.65% |
$54.2K - $55K
|
16.7K
$773K
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.13K- 18.95% |
$51.3K - $52.1K
|
4.82K
$223K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.04K- 73.25% |
$47.2K - $48K
|
379
$17.5K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 30.61% |
$46.6K - $47.3K
|
2.32K
$107K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-888- 2.41% |
$40.4K - $41.1K
|
36K
$1.66M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-878- 68.7% |
$40K - $40.6K
|
400
$18.5K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-878- 68.7% |
$40K - $40.6K
|
400
$18.5K
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-791- 1.12% |
$36K - $36.6K
|
69.7K
$3.23M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-778- 11.39% |
$35.4K - $36K
|
6.05K
$280K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-757- 11.08% |
$34.5K - $35K
|
6.07K
$281K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-708- 3.56% |
$32.2K - $32.8K
|
19.2K
$887K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-692- 12.05% |
$31.5K - $32K
|
5.05K
$234K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-596- 14.84% |
$27.1K - $27.6K
|
3.42K
$158K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-508- 1.43% |
$23.1K - $23.5K
|
35.1K
$1.62M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-460- 4.22% |
$20.9K - $21.3K
|
10.4K
$483K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-452- 5.58% |
$20.6K - $20.9K
|
7.64K
$354K
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-451- 90.93% |
$20.5K - $20.9K
|
45
$2.08K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-390- 7.34% |
$17.7K - $18K
|
4.92K
$228K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-287- 3.81% |
$13.1K - $13.3K
|
7.25K
$335K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-232- 2.08% |
$10.6K - $10.7K
|
10.9K
$506K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-194- 23.07% |
$8.83K - $8.97K
|
647
$29.9K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-192- 0.67% |
$8.74K - $8.88K
|
28.6K
$1.32M
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-151- 1.28% |
$6.87K - $6.99K
|
11.7K
$540K
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-111- 0.9% |
$5.05K - $5.13K
|
12.2K
$566K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-85- 1.57% |
$3.87K - $3.93K
|
5.32K
$246K
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-85- 1.5% |
$3.87K - $3.93K
|
5.59K
$259K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-32- 0.48% |
$1.46K - $1.48K
|
6.64K
$307K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-29- 0.09% |
$1.32K - $1.34K
|
31.2K
$1.44M
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-21- 0.43% |
$956 - $971
|
4.9K
$227K
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-18- 0.27% |
$819 - $833
|
6.7K
$310K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8- 0.07% |
$364 - $370
|
11.2K
$519K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 0.06% |
$319 - $324
|
12.3K
$571K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-6- 0.09% |
$273 - $278
|
6.47K
$299K
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 11.11% |
$91 - $92.5
|
16
$740
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-21.2K- 64.75% |
$967K - $981K
|
11.5K
$533K
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-10.9K- 33.67% |
$500K - $507K
|
21.6K
$997K
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-5.69K- 44.2% |
$260K - $264K
|
7.18K
$332K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.77K- 31.72% |
$172K - $175K
|
8.12K
$376K
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.19K- 8.2% |
$100K - $101K
|
24.5K
$1.14M
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.48K- 0.8% |
$67.5K - $68.4K
|
182K
$8.44M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.32K- 7.84% |
$60.2K - $61.1K
|
15.5K
$717K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.02K- 19.15% |
$46.5K - $47.1K
|
4.29K
$199K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-506- 96.93% |
$23.1K - $23.4K
|
16
$740
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-309- 1.61% |
$14.1K - $14.3K
|
18.9K
$872K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-282- 58.51% |
$12.9K - $13.1K
|
200
$9.25K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-236- 1.91% |
$10.8K - $10.9K
|
12.1K
$559K
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-153- 2.62% |
$6.99K - $7.09K
|
5.7K
$264K
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-80- 1.13% |
$3.66K - $3.71K
|
6.99K
$323K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-51- 96.23% |
$2.33K - $2.36K
|
2
$92.5
|