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 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.92K+ 2.56% |
$133K - $136K
|
117K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.91K+ 30.58% |
$133K - $135K
|
12.4K
$571K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.58K+ 5.39% |
$118K - $120K
|
50.4K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.37K+ 4.92% |
$108K - $110K
|
50.5K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.18K+ 4.12% |
$99.6K - $101K
|
55.1K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.17K+ 2.82% |
$98.9K - $101K
|
79.1K
$3.63M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.06K+ 9.12% |
$93.8K - $95.5K
|
24.6K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
1.81KNew |
$82.8K - $84.3K
|
1.81K
$83.4K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.73K+ 5.47% |
$79.2K - $80.6K
|
33.4K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.71K+ 30.55% |
$78K - $79.4K
|
7.3K
$336K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.63K+ 1.99% |
$74.2K - $75.6K
|
83.4K
$3.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.61K+ 3.0% |
$73.3K - $74.6K
|
55.1K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.4K+ 7.16% |
$64K - $65.2K
|
21K
$964K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.38K+ 3.4% |
$63.1K - $64.3K
|
42.1K
$1.93M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.35K+ 25.57% |
$61.6K - $62.7K
|
6.62K
$304K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.28K+ 12.21% |
$58.5K - $59.6K
|
11.8K
$541K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.24K+ 8.11% |
$56.5K - $57.5K
|
16.5K
$758K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.14K+ 15.98% |
$52.2K - $53.2K
|
8.3K
$381K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.11K+ 15.97% |
$50.9K - $51.8K
|
8.09K
$372K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
994+ 1.88% |
$45.4K - $46.2K
|
53.8K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
981+ 2.34% |
$44.8K - $45.6K
|
42.8K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
968+ 2.38% |
$44.2K - $45K
|
41.6K
$1.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
958+ 1.73% |
$43.7K - $44.5K
|
56.4K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
868+ 129.75% |
$39.6K - $40.3K
|
1.54K
$70.6K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
788+ 15.93% |
$36K - $36.6K
|
5.74K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
760+ 7.99% |
$34.7K - $35.3K
|
10.3K
$472K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
672+ 9.28% |
$30.7K - $31.2K
|
7.91K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
659+ 13.12% |
$30.1K - $30.6K
|
5.68K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
613+ 2.77% |
$28K - $28.5K
|
22.8K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
563+ 5.9% |
$25.7K - $26.2K
|
10.1K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
555+ 3.75% |
$25.3K - $25.8K
|
15.4K
$706K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
552+ 0.93% |
$25.2K - $25.7K
|
60K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
518+ 2.12% |
$23.6K - $24.1K
|
25K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
488+ 1.16% |
$22.3K - $22.7K
|
42.4K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
475+ 8.11% |
$21.7K - $22.1K
|
6.34K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465+ 25.0% |
$21.2K - $21.6K
|
2.33K
$107K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
450+ 5.36% |
$20.5K - $20.9K
|
8.85K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
446+ 2.83% |
$20.4K - $20.7K
|
16.2K
$746K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
400+ 18.41% |
$18.3K - $18.6K
|
2.57K
$118K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
375+ 4.24% |
$17.1K - $17.4K
|
9.22K
$424K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
370+ 8.16% |
$16.9K - $17.2K
|
4.9K
$225K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
347+ 4.88% |
$15.8K - $16.1K
|
7.46K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
315+ 5.01% |
$14.4K - $14.6K
|
6.6K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
265+ 1.72% |
$12.1K - $12.3K
|
15.7K
$721K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
258New |
$11.8K - $12K
|
258
$11.9K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
240New |
$11K - $11.2K
|
240
$11K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
232+ 4.49% |
$10.6K - $10.8K
|
5.4K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
225+ 100.0% |
$10.3K - $10.5K
|
450
$20.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
208+ 0.82% |
$9.5K - $9.67K
|
25.7K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$9.13K - $9.3K
|
200
$9.19K
|