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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
11.2K+ 63.3% |
$510K - $520K
|
28.8K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
10.7K+ 10.08% |
$488K - $497K
|
117K
$5.37M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.93K+ 13.06% |
$453K - $462K
|
86K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.77K+ 8.31% |
$446K - $454K
|
127K
$5.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
9.63KNew |
$440K - $448K
|
9.63K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
9.59K+ 15.09% |
$438K - $446K
|
73.1K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.2K+ 15.19% |
$420K - $428K
|
69.8K
$3.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.94K+ 6.3% |
$408K - $416K
|
151K
$6.93M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.9K+ 106.21% |
$406K - $413K
|
17.3K
$794K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.84K+ 22.55% |
$404K - $411K
|
48K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.74K+ 5.37% |
$399K - $406K
|
171K
$7.88M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.5K+ 42.27% |
$388K - $395K
|
28.6K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.22KNew |
$375K - $382K
|
8.22K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.05K+ 25.21% |
$368K - $374K
|
40K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.94K+ 81.1% |
$362K - $369K
|
17.7K
$814K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.75K+ 62.35% |
$354K - $360K
|
20.2K
$927K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.75K+ 6.07% |
$354K - $360K
|
135K
$6.22M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.1K+ 0.64% |
$324K - $330K
|
1.12M
$51.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.74K+ 4.82% |
$308K - $313K
|
147K
$6.74M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.46K+ 25.65% |
$295K - $300K
|
31.7K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.24K+ 1561.0% |
$285K - $290K
|
6.64K
$305K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
6.24K+ 4.58% |
$285K - $290K
|
142K
$6.55M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
6.1K+ 93.12% |
$279K - $284K
|
12.7K
$581K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.01K+ 10.44% |
$274K - $279K
|
63.6K
$2.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.59K+ 56.85% |
$255K - $260K
|
15.4K
$709K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.48K+ 5.94% |
$250K - $255K
|
97.8K
$4.49M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.08K+ 14.12% |
$232K - $236K
|
41.1K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.08K+ 48.01% |
$232K - $236K
|
15.7K
$719K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.96K+ 3.01% |
$226K - $230K
|
170K
$7.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.92KNew |
$225K - $229K
|
4.92K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.91K+ 62.91% |
$224K - $228K
|
12.7K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.85K+ 6.07% |
$221K - $225K
|
84.6K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
4.84K+ 37.62% |
$221K - $225K
|
17.7K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.76K+ 9.39% |
$217K - $221K
|
55.4K
$2.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.75K+ 25.63% |
$217K - $221K
|
23.3K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.73K+ 5.47% |
$216K - $220K
|
91.2K
$4.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.59KNew |
$209K - $213K
|
4.59K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.38KNew |
$200K - $203K
|
4.38K
$201K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.02K+ 5.42% |
$183K - $187K
|
78.1K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4K+ 5.62% |
$183K - $186K
|
75.3K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.82K+ 2.51% |
$174K - $177K
|
156K
$7.15M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.8K+ 34.45% |
$173K - $177K
|
14.8K
$681K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.75K+ 125100.0% |
$171K - $174K
|
3.76K
$173K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.6K+ 5.12% |
$164K - $167K
|
73.9K
$3.4M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.59KNew |
$164K - $167K
|
3.59K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.59K+ 28.34% |
$164K - $167K
|
16.2K
$746K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.31K+ 5.18% |
$151K - $154K
|
67.3K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.02KNew |
$138K - $141K
|
3.02K
$139K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3K+ 5.47% |
$137K - $139K
|
57.8K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.95K+ 5.26% |
$135K - $137K
|
59.1K
$2.71M
|