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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.85K- 18.77% |
$176K - $179K
|
16.7K
$766K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.14K- 9.98% |
$189K - $192K
|
37.3K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-4.9K- 13.41% |
$223K - $228K
|
31.6K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.9K- 20.6% |
$224K - $228K
|
18.9K
$867K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-4.95K- 28.04% |
$226K - $230K
|
12.7K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.06K- 6.43% |
$231K - $235K
|
73.6K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-5.55K- 10.63% |
$253K - $258K
|
46.7K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-5.72K- 10.02% |
$261K - $266K
|
51.4K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.05K- 32.46% |
$276K - $281K
|
12.6K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.68K- 5.36% |
$305K - $310K
|
118K
$5.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-7.27K- 55.45% |
$332K - $338K
|
5.84K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7.47K- 56.29% |
$341K - $347K
|
5.8K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.14K- 88.61% |
$371K - $378K
|
1.05K
$48.1K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-8.89K- 17.53% |
$406K - $413K
|
41.8K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-9.75K- 28.07% |
$445K - $453K
|
25K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.2K- 50.0% |
$465K - $473K
|
10.2K
$468K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.5K- 9.18% |
$479K - $488K
|
104K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-10.6K- 6.89% |
$485K - $493K
|
143K
$6.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
SELL
|
- |
-11.1K- 2.38% |
$507K - $516K
|
456K
$20.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.2K- 17.72% |
$509K - $519K
|
51.8K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.8K- 0.75% |
$540K - $550K
|
1.57M
$72.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-13.4K- 68.91% |
$614K - $625K
|
6.07K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-15.7K- 10.17% |
$715K - $728K
|
138K
$6.36M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-16.4K- 65.46% |
$750K - $764K
|
8.67K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-18.8K- 19.1% |
$856K - $872K
|
79.4K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21K- 33.32% |
$960K - $977K
|
42.1K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-21.8K- 36.05% |
$996K - $1.01M
|
38.7K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.6K- 11.87% |
$1.17M - $1.19M
|
190K
$8.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.4K- 27.18% |
$1.25M - $1.27M
|
73.4K
$3.37M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-31.9K- 82.89% |
$1.46M - $1.48M
|
6.58K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-32.6K- 59.79% |
$1.49M - $1.51M
|
21.9K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34.6KClosed |
$1.58M - $1.61M
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-37K- 71.55% |
$1.69M - $1.72M
|
14.7K
$677K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-39.5K- 5.24% |
$1.81M - $1.84M
|
716K
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-67.2K- 15.38% |
$3.07M - $3.12M
|
370K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-79.9K- 9.01% |
$3.65M - $3.71M
|
807K
$37.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-105K- 88.85% |
$4.8M - $4.88M
|
13.2K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-218K- 78.39% |
$9.94M - $10.1M
|
60K
$2.76M
|