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 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 0.62% |
$1.37K - $1.39K
|
4.84K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-51- 96.23% |
$2.33K - $2.36K
|
2
$92.7
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-80- 1.13% |
$3.66K - $3.71K
|
6.99K
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-92- 2.09% |
$4.21K - $4.26K
|
4.32K
$200K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-100- 0.89% |
$4.57K - $4.63K
|
11.1K
$517K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-101- 1.68% |
$4.62K - $4.68K
|
5.93K
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-101- 0.32% |
$4.62K - $4.68K
|
31.2K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-140- 2.68% |
$6.4K - $6.49K
|
5.08K
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-141- 2.42% |
$6.45K - $6.53K
|
5.68K
$263K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-153- 2.62% |
$6.99K - $7.09K
|
5.7K
$264K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-167- 1.37% |
$7.63K - $7.74K
|
12.1K
$559K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-236- 1.91% |
$10.8K - $10.9K
|
12.1K
$561K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-240- 3.48% |
$11K - $11.1K
|
6.66K
$309K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-282- 58.51% |
$12.9K - $13.1K
|
200
$9.27K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-309- 1.61% |
$14.1K - $14.3K
|
18.9K
$874K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-364- 2.28% |
$16.6K - $16.9K
|
15.6K
$724K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-378- 10.16% |
$17.3K - $17.5K
|
3.34K
$155K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-406- 5.61% |
$18.6K - $18.8K
|
6.83K
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-422- 2.29% |
$19.3K - $19.6K
|
18K
$835K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-434- 0.95% |
$19.8K - $20.1K
|
45.3K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-435- 14.15% |
$19.9K - $20.2K
|
2.64K
$122K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-466- 3.39% |
$21.3K - $21.6K
|
13.3K
$616K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-480- 1.64% |
$21.9K - $22.2K
|
28.8K
$1.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-506- 96.93% |
$23.1K - $23.4K
|
16
$742
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-531- 2.48% |
$24.3K - $24.6K
|
20.8K
$966K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-533- 2.61% |
$24.4K - $24.7K
|
19.9K
$922K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-566- 0.78% |
$25.9K - $26.2K
|
72.2K
$3.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-583- 4.96% |
$26.6K - $27K
|
11.2K
$518K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-612- 8.41% |
$28K - $28.4K
|
6.67K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-614- 0.61% |
$28.1K - $28.4K
|
100K
$4.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-714- 8.11% |
$32.6K - $33.1K
|
8.1K
$375K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-722- 5.82% |
$33K - $33.5K
|
11.7K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-733- 3.49% |
$33.5K - $34K
|
20.3K
$939K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-752- 2.9% |
$34.4K - $34.8K
|
25.2K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-776- 4.24% |
$35.5K - $36K
|
17.5K
$813K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-823- 1.06% |
$37.6K - $38.1K
|
77K
$3.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-846- 10.3% |
$38.7K - $39.2K
|
7.37K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-851- 2.8% |
$38.9K - $39.4K
|
29.5K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-871- 2.39% |
$39.8K - $40.4K
|
35.6K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-918- 1.48% |
$42K - $42.5K
|
61.2K
$2.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1K- 13.9% |
$45.7K - $46.3K
|
6.19K
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.02K- 19.15% |
$46.5K - $47.1K
|
4.29K
$199K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.04K- 11.6% |
$47.4K - $48K
|
7.9K
$366K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.08K- 0.79% |
$49.5K - $50.1K
|
137K
$6.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.09K- 1.64% |
$50K - $50.6K
|
65.7K
$3.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.11K- 17.02% |
$50.7K - $51.4K
|
5.41K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.14K- 85.79% |
$52.2K - $52.9K
|
189
$8.76K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.14K- 2.27% |
$52.3K - $53K
|
49.3K
$2.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.32K- 7.84% |
$60.2K - $61.1K
|
15.5K
$718K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.37K- 4.52% |
$62.8K - $63.6K
|
29K
$1.35M
|