Purchases and Sales Made in Q1 2022 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST SENIOR LN FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2024
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.66KNew |
$263K - $272K
|
5.66K
$263K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.61K+ 8.12% |
$261K - $270K
|
74.7K
$3.47M
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.52KNew |
$257K - $265K
|
5.52K
$256K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.35K+ 21.33% |
$249K - $257K
|
30.4K
$1.41M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.6K+ 6.32% |
$214K - $221K
|
77.4K
$3.59M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.53K+ 677.43% |
$211K - $218K
|
5.2K
$241K
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
4.48KNew |
$209K - $215K
|
4.48K
$208K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.46K+ 45.65% |
$207K - $214K
|
14.2K
$659K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.31K+ 6.03% |
$200K - $207K
|
75.7K
$3.51M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.19K+ 14.04% |
$195K - $201K
|
34K
$1.58M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.11K+ 8.13% |
$191K - $197K
|
54.6K
$2.53M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.01K+ 16.97% |
$187K - $193K
|
27.7K
$1.28M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4K+ 77.06% |
$186K - $192K
|
9.19K
$426K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.44K+ 8.14% |
$160K - $165K
|
45.7K
$2.12M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.42K+ 111.68% |
$159K - $165K
|
6.49K
$301K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.37K+ 4.62% |
$157K - $162K
|
76.4K
$3.54M
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.34K+ 3.39% |
$155K - $160K
|
102K
$4.72M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.77K+ 6.77% |
$129K - $133K
|
43.7K
$2.03M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.76K+ 21.87% |
$129K - $133K
|
15.4K
$714K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.71K+ 4.28% |
$126K - $130K
|
66.1K
$3.07M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.6K+ 16.29% |
$121K - $125K
|
18.6K
$860K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.54K+ 19.53% |
$118K - $122K
|
15.6K
$722K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.52K+ 12.34% |
$117K - $121K
|
23K
$1.06M
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.49K+ 1.34% |
$116K - $120K
|
189K
$8.76M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.18KNew |
$101K - $105K
|
2.18K
$101K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
2.1K+ 43.88% |
$97.7K - $101K
|
6.89K
$319K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.88K+ 2.38% |
$87.3K - $90.2K
|
80.9K
$3.75M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
1.87K+ 34.08% |
$87K - $89.9K
|
7.36K
$341K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.67K+ 6.16% |
$77.8K - $80.4K
|
28.8K
$1.34M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
1.63K+ 23.99% |
$75.7K - $78.2K
|
8.41K
$390K
|
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.6K+ 6.99% |
$74.6K - $77.1K
|
24.5K
$1.14M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.45K+ 5.42% |
$67.4K - $69.7K
|
28.2K
$1.31M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 7.27% |
$63.1K - $65.2K
|
20K
$929K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.29K+ 13.46% |
$59.9K - $61.9K
|
10.9K
$503K
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.28K+ 13.88% |
$59.6K - $61.6K
|
10.5K
$487K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.26K+ 1.09% |
$58.6K - $60.6K
|
117K
$5.42M
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
1.13K+ 38.36% |
$52.6K - $54.3K
|
4.08K
$189K
|
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.1K+ 0.88% |
$51.3K - $53K
|
126K
$5.83M
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.08K+ 4.68% |
$50.4K - $52.1K
|
24.2K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.06K+ 85.84% |
$49.1K - $50.7K
|
2.28K
$106K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
947+ 21.88% |
$44.1K - $45.5K
|
5.28K
$245K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
935+ 2.75% |
$43.5K - $45K
|
35K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
864+ 2.19% |
$40.2K - $41.5K
|
40.3K
$1.87M
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
843+ 13.94% |
$39.2K - $40.5K
|
6.89K
$320K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
824+ 1.32% |
$38.3K - $39.6K
|
63.4K
$2.94M
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
796+ 10.05% |
$37K - $38.3K
|
8.72K
$404K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
752New |
$35K - $36.2K
|
752
$34.9K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
750+ 14.42% |
$34.9K - $36.1K
|
5.95K
$276K
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
633+ 0.86% |
$29.5K - $30.4K
|
74.4K
$3.45M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
587New |
$27.3K - $28.2K
|
587
$27.2K
|