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 |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-6.68K- 86.97% |
$298K - $306K
|
1K
$46.3K
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-6.2K- 52.13% |
$277K - $284K
|
5.69K
$263K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.73K- 38.2% |
$77.3K - $79.4K
|
2.8K
$130K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.42K- 93.48% |
$63.4K - $65.1K
|
99
$4.58K
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-813- 15.26% |
$36.3K - $37.3K
|
4.52K
$209K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-527Closed |
$23.5K - $24.2K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-300- 20.0% |
$13.4K - $13.8K
|
1.2K
$55.5K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-45- 23.68% |
$2.01K - $2.06K
|
145
$6.71K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14- 93.33% |
$626 - $642
|
1
$46.3
|
|
Q4 2022 | |||||||
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-87.3KClosed |
$3.86M - $3.97M
|
0
$0
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-23.5K- 11.67% |
$1.04M - $1.07M
|
178K
$8.24M
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-15.2K- 22.81% |
$674K - $692K
|
51.5K
$2.38M
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-10.5KClosed |
$464K - $476K
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.18K- 9.31% |
$229K - $235K
|
50.5K
$2.33M
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-4.84K- 16.75% |
$214K - $220K
|
24.1K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.34K- 23.02% |
$148K - $152K
|
11.2K
$517K
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.68K- 19.81% |
$119K - $122K
|
10.9K
$503K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-1.78K- 80.87% |
$78.8K - $80.9K
|
421
$19.5K
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.51K- 8.99% |
$66.7K - $68.5K
|
15.2K
$706K
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-840- 7.91% |
$37.2K - $38.2K
|
9.78K
$452K
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-406- 78.38% |
$18K - $18.4K
|
112
$5.18K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-67- 0.64% |
$2.97K - $3.04K
|
10.4K
$482K
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-573K- 98.69% |
$25.2M - $26.5M
|
7.58K
$351K
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-218K- 37.66% |
$9.57M - $10.1M
|
360K
$16.7M
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-109K- 95.6% |
$4.79M - $5.05M
|
5.02K
$232K
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15.1K- 13.72% |
$663K - $699K
|
95K
$4.39M
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-14.9K- 26.63% |
$653K - $689K
|
41K
$1.9M
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-8.64K- 18.13% |
$380K - $400K
|
39K
$1.81M
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-7.9K- 6.27% |
$347K - $366K
|
118K
$5.47M
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-1.59K- 25.69% |
$70K - $73.8K
|
4.61K
$213K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.18K- 2.48% |
$51.9K - $54.7K
|
46.5K
$2.15M
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-109K- 90.97% |
$4.82M - $5.19M
|
10.9K
$502K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-80.9KClosed |
$3.57M - $3.84M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-57.7K- 59.04% |
$2.55M - $2.74M
|
40.1K
$1.85M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-21.4K- 5.86% |
$942K - $1.01M
|
343K
$15.9M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20KClosed |
$883K - $951K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.1KClosed |
$532K - $573K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-11.2KClosed |
$493K - $531K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-10.9KClosed |
$479K - $516K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-9.43KClosed |
$416K - $448K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-9.15KClosed |
$404K - $435K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-8.92K- 40.0% |
$393K - $424K
|
13.4K
$619K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.43K- 49.85% |
$372K - $400K
|
8.48K
$393K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.09KClosed |
$357K - $384K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.64KClosed |
$337K - $363K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.95KClosed |
$262K - $283K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-5.59KClosed |
$247K - $265K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.2KClosed |
$229K - $247K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.71KClosed |
$207K - $223K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.6KClosed |
$203K - $218K
|
0
$0
|