Purchases and Sales Made in Q3 2022 in First Trust Senior Ln Fund (FTSL)

FTSL Quotes by TradingView

This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q3 2022. 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
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
9.4K
+ 31.61%
$413K - $435K
39.1K $1.82M
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
8.79K
+ 41.5%
$386K - $407K
30K $1.39M
Nov 14, 2022 Q3 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
8.54K
New
$375K - $395K
8.54K $396K
Nov 10, 2022 Q3 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
8.15K
+ 971.16%
$358K - $377K
8.99K $417K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
8.14K
+ 162.7%
$358K - $377K
13.1K $609K
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
7.7K
+ 28.47%
$338K - $356K
34.7K $1.61M
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
7.7K
+ 28.47%
$338K - $356K
34.7K $1.61M
Nov 14, 2022 Q3 2022
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
7.66K
New
$337K - $355K
7.66K $355K
Oct 21, 2022 Q3 2022
Alpha Star Capital Management, LLC

BUY
 -
7.44K
New
$327K - $345K
7.44K $345K
Oct 19, 2022 Q3 2022
Foundations Investment Advisors, LLC

BUY
 -
7.2K
+ 35.7%
$316K - $333K
27.4K $1.27M
Nov 08, 2022 Q3 2022
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
7.02K
+ 52.15%
$308K - $325K
20.5K $949K
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
6.99K
+ 3568.37%
$307K - $324K
7.19K $333K
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
6.99K
+ 36.61%
$307K - $324K
26.1K $1.21M
Nov 09, 2022 Q3 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
6.43K
New
$282K - $298K
6.43K $298K
Nov 09, 2022 Q3 2022
Aveo Capital Partners, LLC

BUY
 -
6.29K
New
$276K - $291K
6.29K $292K
Oct 17, 2022 Q3 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
5.93K
+ 70.82%
$261K - $275K
14.3K $663K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
5.73K
+ 13.89%
$252K - $265K
47K $2.18M
Oct 12, 2022 Q3 2022
Pcg Wealth Advisors, LLC

BUY
 -
5.59K
New
$246K - $259K
5.59K $259K
Oct 27, 2022 Q3 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
5.18K
+ 8.12%
$227K - $240K
68.9K $3.19M
Feb 16, 2023 Q3 2022
Bensler, LLC

Bellevue, WA
BUY
 -
5.11K
+ 6.22%
$224K - $237K
87.3K $4.05M
Nov 10, 2022 Q3 2022
Seaview Investment Managers LLC

BUY
 -
5.02K
New
$221K - $233K
5.02K $233K
Oct 12, 2022 Q3 2022
Aurora Private Wealth, Inc.

BUY
 -
5K
+ 12.57%
$220K - $231K
44.8K $2.08M
Nov 14, 2022 Q3 2022
Wealthfront Advisers LLC

BUY
 -
4.98K
New
$219K - $231K
4.98K $231K
Nov 14, 2022 Q3 2022
Ascent Group, LLC

BUY
 -
4.89K
New
$215K - $227K
4.89K $227K
Oct 11, 2022 Q3 2022
Brendel Financial Advisors LLC

BUY
 -
4.64K
New
$204K - $215K
4.64K $215K
Nov 18, 2022 Q3 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
4.51K
+ 55.94%
$198K - $209K
12.6K $583K
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
4.02K
+ 21.09%
$177K - $186K
23.1K $1.07M
Oct 24, 2022 Q3 2022
Cherry Creek Investment Advisors, Inc.

BUY
 -
3.71K
+ 2.53%
$163K - $172K
150K $6.97M
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
3.45K
+ 13.1%
$152K - $160K
29.8K $1.38M
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.43K
+ 72.54%
$151K - $159K
8.16K $378K
Oct 18, 2022 Q3 2022
Inspirion Wealth Advisors, LLC

BUY
 -
3.39K
+ 15.6%
$149K - $157K
25.1K $1.17M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
3.23K
+ 6.32%
$142K - $149K
54.3K $2.52M
Oct 20, 2022 Q3 2022
Wt Wealth Management

BUY
 -
3.22K
+ 2.8%
$142K - $149K
118K $5.48M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
3.1K
+ 61.98%
$136K - $144K
8.1K $376K
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.7K
+ 3.5%
$119K - $125K
80K $3.71M
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
2.2K
+ 4.98%
$96.8K - $102K
46.5K $2.15M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
2.05K
+ 5.11%
$90.2K - $95.1K
42.2K $1.96M
Nov 01, 2022 Q3 2022
Cottonwood Capital Advisors, LLC

BUY
 -
2.02K
+ 2.66%
$88.7K - $93.5K
77.9K $3.61M
Oct 13, 2022 Q3 2022
Ewg Elevate Inc.

BUY
 -
1.97K
+ 3.3%
$86.7K - $91.4K
61.7K $2.86M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.62K
+ 8.66%
$71.2K - $75.1K
20.3K $943K
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.61K
+ 4.02%
$70.5K - $74.3K
41.5K $1.93M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.6K
+ 4.93%
$70.3K - $74.1K
34.1K $1.58M
Nov 10, 2022 Q3 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.48K
+ 1.16%
$64.8K - $68.3K
128K $5.95M
Oct 12, 2022 Q3 2022
Accel Wealth Management

BUY
 -
1.41K
+ 1.1%
$62K - $65.3K
130K $6.04M
Nov 08, 2022 Q3 2022
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
1.39K
+ 63.64%
$61.2K - $64.5K
3.58K $166K
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
1.39K
+ 4.19%
$61.2K - $64.5K
34.6K $1.61M
Nov 14, 2022 Q3 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.32K
+ 23.54%
$58K - $61.2K
6.93K $321K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
1.23K
+ 2.82%
$54.2K - $57.1K
45K $2.09M
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.23K
+ 190.26%
$54.1K - $57K
1.88K $87.1K

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