Purchases and Sales Made in Q2 2025 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
137KNew |
$6.11M - $6.31M
|
137K
$6.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20K+ 8.09% |
$890K - $920K
|
267K
$12.3M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 14.45% |
$779K - $805K
|
138K
$6.36M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.4K+ 15.64% |
$551K - $570K
|
91.4K
$4.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$460K - $475K
|
10.3K
$474K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.5K+ 11.01% |
$290K - $300K
|
65.6K
$3.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6.23K+ 10.39% |
$278K - $287K
|
66.2K
$3.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.5K+ 10.74% |
$111K - $115K
|
25.8K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.16K+ 7.47% |
$96.1K - $99.3K
|
31K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.47K+ 2.03% |
$65.4K - $67.5K
|
73.6K
$3.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.27K+ 459.93% |
$56.8K - $58.7K
|
1.55K
$71.3K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.21K+ 7.34% |
$54K - $55.8K
|
17.7K
$813K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
986New |
$44K - $45.4K
|
986
$45.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
986+ 2.42% |
$44K - $45.4K
|
41.7K
$1.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
542+ 0.12% |
$24.2K - $25K
|
456K
$21M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
213+ 1.26% |
$9.5K - $9.81K
|
17.1K
$785K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
62+ 0.49% |
$2.76K - $2.86K
|
12.8K
$586K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 0.96% |
$1.6K - $1.66K
|
3.79K
$174K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$89.2 - $92.1
|
18.5K
$849K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-138- 2.49% |
$6.15K - $6.36K
|
5.41K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-161- 0.87% |
$7.18K - $7.42K
|
18.4K
$848K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-375- 1.24% |
$16.7K - $17.3K
|
29.9K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-380- 36.33% |
$16.9K - $17.5K
|
666
$30.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-549- 9.05% |
$24.5K - $25.3K
|
5.52K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-720- 4.68% |
$32.1K - $33.2K
|
14.7K
$675K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 4.03% |
$61.2K - $63.2K
|
32.7K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.31K- 14.15% |
$237K - $244K
|
32.2K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-6.47K- 12.59% |
$288K - $298K
|
44.9K
$2.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23.8K- 28.54% |
$1.06M - $1.1M
|
59.5K
$2.73M
|