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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 0.62% |
$1.37K - $1.39K
|
4.84K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.96% |
$1.1K - $1.11K
|
2.47K
$114K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-42.9K- 83.57% |
$1.97M - $1.99M
|
8.44K
$390K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-31.2K- 72.47% |
$1.43M - $1.45M
|
11.9K
$549K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-20.4K- 56.91% |
$932K - $944K
|
15.4K
$713K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12.3K- 98.27% |
$563K - $570K
|
216
$9.99K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-9.17K- 46.46% |
$420K - $425K
|
10.6K
$489K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-6.1K- 49.4% |
$279K - $283K
|
6.24K
$289K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.87K- 42.08% |
$177K - $180K
|
5.33K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.01K- 27.71% |
$92.1K - $93.3K
|
5.25K
$243K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.57K- 98.24% |
$71.7K - $72.6K
|
28
$1.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.08K- 13.31% |
$49.5K - $50.2K
|
7.04K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.07K- 18.71% |
$48.9K - $49.5K
|
4.64K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-803- 11.34% |
$36.8K - $37.3K
|
6.28K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-622- 0.8% |
$28.5K - $28.9K
|
77K
$3.56M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-584- 8.53% |
$26.7K - $27.1K
|
6.26K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-334- 3.02% |
$15.3K - $15.5K
|
10.7K
$496K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-212- 42.48% |
$9.71K - $9.84K
|
287
$13.3K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-143- 56.75% |
$6.55K - $6.64K
|
109
$5.04K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-69- 18.45% |
$3.16K - $3.2K
|
305
$14.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-52Closed |
$2.38K - $2.41K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-51- 0.03% |
$2.34K - $2.37K
|
149K
$6.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-43- 38.05% |
$1.97K - $2K
|
70
$3.24K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-7.52K- 58.25% |
$341K - $348K
|
5.39K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.89K- 75.11% |
$177K - $180K
|
1.29K
$59.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-628- 9.8% |
$28.5K - $29.1K
|
5.78K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-82- 1.01% |
$3.72K - $3.79K
|
8.02K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-8- 53.33% |
$363 - $370
|
7
$324
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-124K- 97.88% |
$5.59M - $5.7M
|
2.67K
$124K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-17.7K- 72.23% |
$802K - $816K
|
6.81K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.97K- 56.17% |
$270K - $275K
|
4.66K
$215K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-5.46KClosed |
$247K - $252K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.1K- 4.99% |
$49.9K - $50.9K
|
21K
$972K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-789- 11.1% |
$35.7K - $36.4K
|
6.32K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-520- 9.68% |
$23.5K - $24K
|
4.85K
$224K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-341- 7.14% |
$15.4K - $15.7K
|
4.43K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-162Closed |
$7.33K - $7.46K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.65K- 19.09% |
$207K - $212K
|
19.7K
$911K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-460Closed |
$20.5K - $21K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-346- 7.05% |
$15.4K - $15.8K
|
4.57K
$211K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-252- 4.58% |
$11.2K - $11.5K
|
5.25K
$243K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 15.5% |
$4.46K - $4.56K
|
545
$25.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 15.5% |
$4.46K - $4.56K
|
545
$25.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 2.91% |
$134 - $137
|
100
$4.63K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-270K- 96.95% |
$12.1M - $12.4M
|
8.51K
$394K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-133K- 90.12% |
$5.94M - $6.1M
|
14.6K
$675K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-47.7K- 88.6% |
$2.13M - $2.19M
|
6.14K
$284K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-29.7K- 83.44% |
$1.33M - $1.36M
|
5.89K
$273K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-11.9K- 54.05% |
$533K - $547K
|
10.1K
$469K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-7.72K- 63.66% |
$345K - $354K
|
4.41K
$204K
|
|