Purchases and Sales Made in Q3 2024 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-21- 0.43% |
$956 - $971
|
4.9K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-29- 0.09% |
$1.32K - $1.34K
|
31.2K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-32- 0.48% |
$1.46K - $1.48K
|
6.64K
$308K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-39- 0.31% |
$1.77K - $1.8K
|
12.5K
$578K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-43- 0.55% |
$1.96K - $1.99K
|
7.75K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-85- 1.5% |
$3.87K - $3.93K
|
5.59K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-85- 1.57% |
$3.87K - $3.93K
|
5.32K
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-111- 0.9% |
$5.05K - $5.13K
|
12.2K
$568K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-149- 2.24% |
$6.78K - $6.89K
|
6.51K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-151- 1.28% |
$6.87K - $6.99K
|
11.7K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-192- 0.67% |
$8.74K - $8.88K
|
28.6K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-194- 23.07% |
$8.83K - $8.97K
|
647
$30K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-195- 2.19% |
$8.87K - $9.02K
|
8.71K
$404K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-232- 2.08% |
$10.6K - $10.7K
|
10.9K
$507K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-268- 1.85% |
$12.2K - $12.4K
|
14.2K
$660K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-287- 3.81% |
$13.1K - $13.3K
|
7.25K
$336K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-390- 7.34% |
$17.7K - $18K
|
4.92K
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-396- 2.83% |
$18K - $18.3K
|
13.6K
$632K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-451- 90.93% |
$20.5K - $20.9K
|
45
$2.09K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-452- 5.58% |
$20.6K - $20.9K
|
7.64K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-460- 4.22% |
$20.9K - $21.3K
|
10.4K
$484K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-468- 2.13% |
$21.3K - $21.6K
|
21.5K
$998K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-508- 1.43% |
$23.1K - $23.5K
|
35.1K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-596- 14.84% |
$27.1K - $27.6K
|
3.42K
$159K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-597- 2.06% |
$27.2K - $27.6K
|
28.3K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-604- 5.79% |
$27.5K - $27.9K
|
9.82K
$455K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-692- 12.05% |
$31.5K - $32K
|
5.05K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-708- 3.56% |
$32.2K - $32.8K
|
19.2K
$889K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-757- 11.08% |
$34.5K - $35K
|
6.07K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-778- 11.39% |
$35.4K - $36K
|
6.05K
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-791- 1.12% |
$36K - $36.6K
|
69.7K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-878- 68.7% |
$40K - $40.6K
|
400
$18.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-878- 68.7% |
$40K - $40.6K
|
400
$18.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-888- 2.41% |
$40.4K - $41.1K
|
36K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1K- 98.33% |
$45.5K - $46.3K
|
17
$788
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.02K- 3.13% |
$46.5K - $47.2K
|
31.6K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 30.61% |
$46.6K - $47.3K
|
2.32K
$108K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.04K- 73.25% |
$47.2K - $48K
|
379
$17.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.11K- 18.86% |
$50.7K - $51.5K
|
4.79K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.13K- 18.95% |
$51.3K - $52.1K
|
4.82K
$223K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.19K- 6.65% |
$54.2K - $55K
|
16.7K
$774K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.25K- 10.38% |
$56.9K - $57.9K
|
10.8K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.27K- 6.07% |
$57.6K - $58.6K
|
19.6K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 15.1% |
$60.1K - $61.1K
|
7.43K
$344K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.32K- 1.71% |
$60.2K - $61.2K
|
76K
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.51K- 24.38% |
$68.7K - $69.9K
|
4.68K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.59K- 20.88% |
$72.4K - $73.6K
|
6.03K
$279K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.88K- 3.57% |
$85.5K - $86.9K
|
50.8K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.91K- 7.78% |
$87K - $88.4K
|
22.7K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.09K- 17.19% |
$94.9K - $96.5K
|
10K
$466K
|