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 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-226- 4.24% |
$10.3K - $10.5K
|
5.1K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-234- 4.03% |
$10.7K - $10.9K
|
5.57K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-235- 17.59% |
$10.7K - $10.9K
|
1.1K
$50.6K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-263- 0.53% |
$12K - $12.2K
|
49.7K
$2.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-297- 2.76% |
$13.6K - $13.8K
|
10.5K
$482K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-300- 5.27% |
$13.7K - $13.9K
|
5.4K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-325- 5.76% |
$14.8K - $15.1K
|
5.32K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-326- 2.45% |
$14.9K - $15.2K
|
13K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-348- 4.06% |
$15.9K - $16.2K
|
8.22K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-373- 0.76% |
$17K - $17.3K
|
48.9K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-385- 2.03% |
$17.6K - $17.9K
|
18.6K
$855K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-423- 2.3% |
$19.3K - $19.7K
|
18K
$826K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-473- 6.16% |
$21.6K - $22K
|
7.21K
$331K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-554- 4.02% |
$25.3K - $25.7K
|
13.2K
$608K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-569- 6.99% |
$26K - $26.4K
|
7.57K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-584- 12.46% |
$26.7K - $27.1K
|
4.1K
$189K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-592- 0.7% |
$27K - $27.5K
|
83.4K
$3.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-707- 6.79% |
$32.3K - $32.9K
|
9.71K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-736- 4.74% |
$33.6K - $34.2K
|
14.8K
$680K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-812- 13.37% |
$37.1K - $37.7K
|
5.26K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-832- 2.18% |
$38K - $38.7K
|
37.3K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-835- 13.58% |
$38.1K - $38.8K
|
5.32K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-848- 4.09% |
$38.7K - $39.4K
|
19.9K
$914K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-856- 13.36% |
$39.1K - $39.8K
|
5.55K
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-958- 2.3% |
$43.7K - $44.5K
|
40.7K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-959- 1.64% |
$43.8K - $44.6K
|
57.6K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-999- 2.85% |
$45.6K - $46.4K
|
34.1K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.09K- 2.87% |
$49.6K - $50.5K
|
36.8K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.15K- 6.97% |
$52.6K - $53.6K
|
15.4K
$708K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 19.58% |
$53.4K - $54.4K
|
4.81K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.36K- 9.32% |
$62.1K - $63.2K
|
13.2K
$608K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 4.31% |
$70.1K - $71.4K
|
34.1K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.68K- 23.41% |
$76.9K - $78.3K
|
5.51K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.73K- 2.85% |
$79.1K - $80.5K
|
59K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.77K- 1.74% |
$80.7K - $82.2K
|
99.9K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.77K- 28.35% |
$80.8K - $82.3K
|
4.47K
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.87K- 7.31% |
$85.5K - $87K
|
23.7K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.05K- 0.36% |
$93.4K - $95.1K
|
567K
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.17K- 27.99% |
$99K - $101K
|
5.58K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.51K- 3.45% |
$115K - $117K
|
70.3K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.54K- 25.75% |
$116K - $118K
|
7.31K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.71K- 27.6% |
$124K - $126K
|
7.1K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.79K- 5.61% |
$127K - $130K
|
47K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-2.93K- 2.14% |
$134K - $136K
|
134K
$6.16M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3K- 4.53% |
$137K - $140K
|
63.3K
$2.91M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.2K- 7.52% |
$146K - $149K
|
39.3K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.32K- 2.47% |
$151K - $154K
|
131K
$6.02M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.51K- 8.73% |
$160K - $163K
|
36.7K
$1.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.59K- 4.74% |
$164K - $167K
|
72.1K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.82K- 4.82% |
$174K - $177K
|
75.4K
$3.47M
|