Purchases and Sales Made in Q1 2024 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8.12K+ 12.67% |
$372K - $377K
|
72.2K
$3.35M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.32K+ 77.76% |
$335K - $340K
|
16.7K
$776K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
7.28K+ 10.28% |
$333K - $338K
|
78.1K
$3.62M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
7.23K+ 81.84% |
$331K - $335K
|
16.1K
$745K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.07K+ 23.32% |
$324K - $328K
|
37.4K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.86K+ 31.51% |
$314K - $318K
|
28.6K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.81K+ 14.01% |
$312K - $316K
|
55.4K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.65KNew |
$305K - $309K
|
6.65K
$309K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6.41K+ 5.06% |
$294K - $298K
|
133K
$6.18M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.05K+ 27.15% |
$277K - $281K
|
28.3K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
5.82K+ 3.03% |
$267K - $270K
|
198K
$9.17M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.74K+ 4.87% |
$263K - $266K
|
124K
$5.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5.42K+ 3.03% |
$248K - $251K
|
184K
$8.53M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.3KNew |
$243K - $246K
|
5.3K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.13KNew |
$235K - $238K
|
5.13K
$238K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.9KNew |
$225K - $228K
|
4.9K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.69K+ 6.81% |
$215K - $218K
|
73.6K
$3.41M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.63K+ 0.65% |
$212K - $215K
|
714K
$33.1M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
4.48KNew |
$205K - $208K
|
4.48K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.41KNew |
$202K - $205K
|
4.41K
$205K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
4.34KNew |
$199K - $201K
|
4.34K
$201K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.02K+ 27.9% |
$184K - $187K
|
18.4K
$855K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.96K+ 11.78% |
$181K - $184K
|
37.6K
$1.74M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
3.95K+ 46.93% |
$181K - $183K
|
12.4K
$574K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.52K+ 3.3% |
$161K - $163K
|
110K
$5.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.52K+ 12.37% |
$161K - $163K
|
32K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.48K+ 14.82% |
$159K - $161K
|
27K
$1.25M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
3.48K+ 66.07% |
$159K - $161K
|
8.74K
$405K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.27KNew |
$150K - $152K
|
3.27K
$152K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.11K+ 43.33% |
$142K - $144K
|
10.3K
$476K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.08K+ 2.17% |
$141K - $143K
|
145K
$6.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.01K+ 4.79% |
$138K - $140K
|
65.8K
$3.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.87K+ 4.89% |
$132K - $133K
|
61.6K
$2.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.64K+ 7.33% |
$121K - $122K
|
38.6K
$1.79M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.57K+ 33.68% |
$117K - $119K
|
10.2K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.51K+ 196.55% |
$115K - $116K
|
3.78K
$175K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 34.05% |
$114K - $116K
|
9.82K
$455K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.47K+ 4.94% |
$113K - $114K
|
52.4K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.34K+ 9.58% |
$107K - $109K
|
26.8K
$1.24M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.14K+ 5.4% |
$98.1K - $99.4K
|
41.8K
$1.94M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.14K+ 4.21% |
$98K - $99.3K
|
53K
$2.46M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.11K+ 47.02% |
$96.6K - $97.9K
|
6.59K
$306K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.01K+ 4.6% |
$92.1K - $93.4K
|
45.8K
$2.12M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.96KNew |
$90K - $91.1K
|
1.96K
$91.1K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.96K+ 23.41% |
$89.5K - $90.7K
|
10.3K
$478K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.58K+ 4.74% |
$72.3K - $73.2K
|
34.9K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.44K+ 4.4% |
$66.1K - $67K
|
34.2K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.42K+ 2.89% |
$64.9K - $65.7K
|
50.4K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.27K+ 6.03% |
$58.1K - $58.8K
|
22.3K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.24K+ 2.43% |
$57K - $57.7K
|
52.4K
$2.43M
|