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
Nov 01, 2022 Q3 2022
Parkside Financial Bank & Trust

BUY
 -
1.2K
New
$52.7K - $55.6K
1.2K $55.6K
Nov 14, 2022 Q3 2022
Lokken Investment Group LLC

BUY
 -
1.11K
+ 1.37%
$48.8K - $51.4K
81.9K $3.8M
Nov 10, 2022 Q3 2022
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.11K
+ 8.1%
$48.5K - $51.2K
14.7K $684K
Nov 09, 2022 Q3 2022
Wolf Group Capital Advisors

BUY
 -
1.08K
+ 3.3%
$47.5K - $50.1K
33.8K $1.57M
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
1.04K
+ 103.99%
$45.8K - $48.3K
2.05K $94.9K
Oct 24, 2022 Q3 2022
Spectrum Wealth Advisory Group, LLC

BUY
 -
952
+ 2.7%
$41.8K - $44.1K
36.2K $1.68M
Nov 14, 2022 Q3 2022
Family Legacy, Inc.

BUY
 -
912
+ 18.73%
$40.1K - $42.2K
5.78K $268K
Nov 10, 2022 Q3 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
851
+ 4.59%
$37.4K - $39.4K
19.4K $899K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
753
+ 7.74%
$33.1K - $34.9K
10.5K $486K
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
723
New
$31.8K - $33.5K
723 $33.5K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
694
+ 1.67%
$30.5K - $32.1K
42.2K $1.96M
Mar 14, 2023 Q3 2022
Private Portfolio Partners LLC

BUY
 -
608
+ 1.53%
$26.7K - $28.2K
40.4K $1.88M
Nov 07, 2022 Q3 2022
Private Portfolio Partners LLC

BUY
 -
607
+ 1.52%
$26.7K - $28.1K
40.4K $1.88M
Nov 14, 2024 Q3 2022
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
557
+ 4.68%
$24.5K - $25.8K
12.5K $577K
Nov 07, 2022 Q3 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
554
+ 4.42%
$24.3K - $25.7K
13.1K $607K
Oct 21, 2022 Q3 2022
Delta Investment Management, LLC

BUY
 -
444
+ 1.44%
$19.5K - $20.6K
31.2K $1.45M
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
431
New
$18.9K - $20K
431 $20K
Nov 02, 2022 Q3 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
400
New
$17.6K - $18.5K
400 $18.5K
Nov 09, 2022 Q3 2022
Jacobi Capital Management LLC

BUY
 -
365
+ 3.87%
$16K - $16.9K
9.8K $454K
Nov 10, 2022 Q3 2022
Carmichael Hill & Associates, Inc.

BUY
 -
327
New
$14.4K - $15.1K
327 $15.2K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
298
+ 1.59%
$13.1K - $13.8K
19.1K $885K
Nov 09, 2022 Q3 2022
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
291
New
$12.8K - $13.5K
291 $13.5K
Oct 11, 2022 Q3 2022
Clarus Wealth Advisors

BUY
 -
281
+ 2.54%
$12.3K - $13K
11.3K $525K
Nov 09, 2022 Q3 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
215
+ 3.57%
$9.44K - $9.96K
6.23K $289K
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
208
+ 0.77%
$9.14K - $9.63K
27.4K $1.27M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
200
New
$8.79K - $9.26K
200 $9.27K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
175
+ 5.34%
$7.69K - $8.1K
3.45K $160K
Oct 14, 2022 Q3 2022
Toth Financial Advisory Corp

BUY
 -
173
New
$7.6K - $8.01K
173 $8.02K
Oct 17, 2022 Q3 2022
Cambridge Advisors Inc.

BUY
 -
150
+ 1.01%
$6.59K - $6.95K
15K $697K
Nov 14, 2022 Q3 2022
Vista Investment Management

Pittsburgh, PA
BUY
 -
148
+ 3.24%
$6.5K - $6.85K
4.71K $219K
Oct 31, 2022 Q3 2022
Stonebridge Financial Planning Group, LLC

BUY
 -
139
+ 0.5%
$6.11K - $6.44K
28.1K $1.3M
Oct 07, 2022 Q3 2022
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
126
+ 0.32%
$5.54K - $5.84K
40.1K $1.86M
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
124
New
$5.45K - $5.74K
124 $5.75K
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
121
+ 1.19%
$5.32K - $5.6K
10.3K $478K
Oct 14, 2022 Q3 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
113
New
$4.96K - $5.23K
113 $5.24K
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
99
New
$4.35K - $4.58K
99 $4.59K
Nov 07, 2022 Q3 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
92
+ 0.52%
$4.04K - $4.26K
17.9K $832K
Nov 14, 2022 Q3 2022
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
66
+ 1.17%
$2.9K - $3.06K
5.69K $264K
Nov 09, 2022 Q3 2022
Archer Investment Corp

BUY
 -
51
+ 0.69%
$2.24K - $2.36K
7.45K $345K
Nov 08, 2022 Q3 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
32
+ 0.51%
$1.41K - $1.48K
6.25K $290K
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
24
+ 24.0%
$1.05K - $1.11K
124 $5.75K
Oct 12, 2022 Q3 2022
Triton Wealth Management, Pllc

BUY
 -
21
+ 0.07%
$923 - $973
28.9K $1.34M
Oct 31, 2022 Q3 2022
Calton & Associates, Inc.

BUY
 -
11
+ 0.16%
$483 - $509
7.01K $325K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
9
New
$395 - $417
9 $417
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
4
+ 0.17%
$176 - $185
2.29K $106K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

BUY
 -
4
+ 0.34%
$176 - $185
1.18K $54.7K
Nov 10, 2022 Q3 2022
Purus Wealth Management, LLC

BUY
 -
3
+ 0.02%
$132 - $139
16.5K $764K
Nov 14, 2022 Q3 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1
+ 1.47%
$43.9 - $46.3
69 $3.2K
Oct 07, 2022 Q3 2022
Soa Wealth Advisors, Llc.

BUY
 -
0
New
$0 - $0
0 $0

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