Purchases and Sales Made in Q2 2024 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 76.51% |
$612K - $620K
|
30.9K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.2K+ 30.14% |
$601K - $609K
|
56.8K
$2.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
13.1K+ 340.35% |
$600K - $608K
|
17K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.1K+ 15.79% |
$597K - $605K
|
95.7K
$4.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.9KNew |
$591K - $599K
|
12.9K
$584K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.9K+ 37.17% |
$588K - $596K
|
47.5K
$2.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
12.8K+ 1.76% |
$585K - $593K
|
741K
$33.5M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$581K - $589K
|
12.7K
$575K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 7.3% |
$553K - $561K
|
178K
$8.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 7.85% |
$552K - $560K
|
166K
$7.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12K+ 17074.29% |
$546K - $554K
|
12K
$543K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
11.2K+ 1.86% |
$513K - $520K
|
616K
$27.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
10.9K+ 15.73% |
$499K - $506K
|
80.4K
$3.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.7KNew |
$489K - $496K
|
10.7K
$484K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
10.2K+ 22.22% |
$467K - $474K
|
56.2K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.2KNew |
$466K - $472K
|
10.2K
$460K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10K+ 28.74% |
$458K - $465K
|
44.9K
$2.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.71K+ 189.48% |
$444K - $450K
|
14.8K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.5KNew |
$434K - $440K
|
9.5K
$429K
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.4K+ 133.77% |
$430K - $435K
|
16.4K
$742K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.32K+ 154.17% |
$426K - $432K
|
15.4K
$694K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.31K+ 2.74% |
$425K - $431K
|
349K
$15.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.22K+ 12.53% |
$422K - $427K
|
82.8K
$3.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.1K+ 55.29% |
$370K - $375K
|
22.8K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.09K+ 25.25% |
$370K - $375K
|
40.1K
$1.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.62KNew |
$348K - $353K
|
7.62K
$344K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.26K+ 9.74% |
$332K - $336K
|
81.8K
$3.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
7.26K+ 7.41% |
$332K - $336K
|
105K
$4.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
6.72KNew |
$307K - $311K
|
6.72K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.68KNew |
$305K - $309K
|
6.68K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.48KNew |
$296K - $300K
|
6.48K
$293K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
5.93K+ 7.59% |
$271K - $275K
|
84K
$3.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.78K+ 4.2% |
$264K - $268K
|
143K
$6.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.48K+ 4.73% |
$250K - $254K
|
121K
$5.49M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
5.44KNew |
$249K - $252K
|
5.44K
$246K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.33K+ 95.53% |
$243K - $247K
|
10.9K
$493K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.31K+ 1.64% |
$243K - $246K
|
328K
$14.8M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
5.28K+ 1.94% |
$241K - $244K
|
277K
$12.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.25K+ 4.25% |
$240K - $243K
|
129K
$5.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.11K+ 4.25% |
$233K - $237K
|
125K
$5.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.08K+ 13.54% |
$232K - $235K
|
42.6K
$1.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.99KNew |
$228K - $231K
|
4.99K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.96K+ 8.04% |
$226K - $230K
|
66.6K
$3.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4.83KNew |
$221K - $224K
|
4.83K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.79KNew |
$219K - $222K
|
4.79K
$216K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
4.62KNew |
$211K - $214K
|
4.62K
$209K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.49K+ 13.11% |
$205K - $208K
|
38.7K
$1.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.49K+ 25.7% |
$205K - $208K
|
22K
$992K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.82K+ 7.52% |
$175K - $177K
|
54.6K
$2.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.73K+ 8.28% |
$170K - $173K
|
48.7K
$2.2M
|