Purchases and Sales Made in Q1 2025 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
659K+ 43.72% |
$30.1M - $30.6M
|
2.16M
$99.5M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
309K+ 30.38% |
$14.1M - $14.3M
|
1.32M
$60.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
242KNew |
$11M - $11.2M
|
242K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
221K+ 51.73% |
$10.1M - $10.3M
|
648K
$29.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
174K+ 3.84% |
$7.96M - $8.1M
|
4.71M
$216M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
160K+ 60.18% |
$7.28M - $7.41M
|
425K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Cno Financial Group, Inc.
|
BUY
|
- |
152KNew |
$6.94M - $7.06M
|
152K
$6.98M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
129K+ 27.27% |
$5.88M - $5.99M
|
601K
$27.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
115KNew |
$5.25M - $5.35M
|
115K
$5.29M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
92K+ 6.36% |
$4.2M - $4.28M
|
1.54M
$70.7M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91.7K+ 405.12% |
$4.19M - $4.26M
|
114K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78.8K+ 40.56% |
$3.6M - $3.66M
|
273K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72K+ 157.99% |
$3.29M - $3.34M
|
118K
$5.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
66.8K+ 25.99% |
$3.05M - $3.11M
|
324K
$14.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57K+ 2.97% |
$2.6M - $2.65M
|
1.98M
$90.8M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
57K+ 9.76% |
$2.6M - $2.65M
|
641K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.7KNew |
$2.59M - $2.64M
|
56.7K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.7K+ 14.7% |
$2.54M - $2.59M
|
435K
$20M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
48.5K+ 17.67% |
$2.21M - $2.25M
|
323K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.7KNew |
$2.18M - $2.22M
|
47.7K
$2.19M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.1K+ 495.65% |
$1.97M - $2M
|
51.8K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.1K+ 19.4% |
$1.83M - $1.86M
|
247K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
33K+ 163.03% |
$1.51M - $1.53M
|
53.2K
$2.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.6K+ 61.27% |
$1.44M - $1.47M
|
83.3K
$3.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
31K+ 53.18% |
$1.41M - $1.44M
|
89.3K
$4.1M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
27.1K+ 4.27% |
$1.24M - $1.26M
|
660K
$30.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.7K+ 35.69% |
$1.17M - $1.19M
|
97.6K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.9K+ 1.34% |
$1.14M - $1.16M
|
1.89M
$86.7M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
24.4K+ 45.77% |
$1.11M - $1.13M
|
77.8K
$3.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24K+ 18.3% |
$1.09M - $1.11M
|
155K
$7.13M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
23.9K+ 30.02% |
$1.09M - $1.11M
|
104K
$4.76M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.7K+ 26.64% |
$1.04M - $1.06M
|
108K
$4.97M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 20.08% |
$923K - $940K
|
121K
$5.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20.1K+ 5.46% |
$918K - $935K
|
388K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
19.9K+ 6.16% |
$910K - $926K
|
344K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.5K+ 200.03% |
$892K - $908K
|
29.3K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
18.4KNew |
$838K - $853K
|
18.4K
$843K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
17.7K+ 13.0% |
$809K - $824K
|
154K
$7.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.9KNew |
$770K - $784K
|
16.9K
$775K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.6K+ 19.65% |
$756K - $770K
|
101K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 49.85% |
$745K - $759K
|
49.1K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.4K+ 233.09% |
$703K - $715K
|
22K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.3K+ 20.33% |
$699K - $712K
|
90.7K
$4.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.4K+ 15.21% |
$658K - $670K
|
109K
$5.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.1K+ 7.84% |
$645K - $656K
|
194K
$8.92M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.1K+ 6.86% |
$642K - $654K
|
219K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.8KNew |
$632K - $644K
|
13.8K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12K+ 21.87% |
$549K - $559K
|
67K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
11.9K+ 10.23% |
$543K - $553K
|
128K
$5.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.4K+ 8.41% |
$522K - $531K
|
147K
$6.77M
|