Purchases and Sales Made in Q4 2022 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
785K+ 23.57% |
$34.8M - $35.7M
|
4.12M
$191M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
302K+ 307.12% |
$13.4M - $13.7M
|
400K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
283KNew |
$12.5M - $12.8M
|
283K
$13.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
262K+ 101558.91% |
$11.6M - $11.9M
|
262K
$12.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
260KNew |
$11.5M - $11.8M
|
260K
$12M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
237K+ 517.86% |
$10.5M - $10.8M
|
282K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
235KNew |
$10.4M - $10.7M
|
235K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
174K+ 80.89% |
$7.69M - $7.89M
|
388K
$18M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
164KNew |
$7.28M - $7.47M
|
164K
$7.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
135KNew |
$5.99M - $6.15M
|
135K
$6.27M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
116KNew |
$5.12M - $5.25M
|
116K
$5.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
102K+ 34.98% |
$4.53M - $4.65M
|
395K
$18.3M
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
99.7KNew |
$4.41M - $4.53M
|
99.7K
$4.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
90KNew |
$3.98M - $4.09M
|
90K
$4.17M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
82.5K+ 419.09% |
$3.65M - $3.75M
|
102K
$4.74M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
79.4KNew |
$3.51M - $3.61M
|
79.4K
$3.68M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
74.2KNew |
$3.28M - $3.37M
|
74.2K
$3.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
73.1K+ 134.25% |
$3.24M - $3.32M
|
128K
$5.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
72.4K+ 52.33% |
$3.2M - $3.29M
|
211K
$9.77M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
68K+ 13.14% |
$3.01M - $3.09M
|
585K
$27.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
58.5KNew |
$2.59M - $2.66M
|
58.5K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
53.6KNew |
$2.37M - $2.43M
|
53.6K
$2.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
49.8KNew |
$2.21M - $2.26M
|
49.8K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.6K+ 112.78% |
$2.11M - $2.16M
|
89.8K
$4.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
43.8K+ 64.04% |
$1.94M - $1.99M
|
112K
$5.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
43KNew |
$1.9M - $1.95M
|
43K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
38.6KNew |
$1.71M - $1.75M
|
38.6K
$1.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
37.1K+ 195.9% |
$1.64M - $1.68M
|
56K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
33.2K+ 592.99% |
$1.47M - $1.51M
|
38.8K
$1.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
31.6K+ 89.96% |
$1.4M - $1.44M
|
66.8K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.1K+ 71.34% |
$1.33M - $1.37M
|
72.3K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
27.8K+ 2905.02% |
$1.23M - $1.26M
|
28.7K
$1.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
25.8K+ 11454.67% |
$1.14M - $1.17M
|
26K
$1.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
23.2KNew |
$1.03M - $1.06M
|
23.2K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.3K+ 26.09% |
$943K - $968K
|
103K
$4.77M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
21K+ 91.05% |
$930K - $955K
|
44.1K
$2.04M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.4K+ 167.26% |
$902K - $925K
|
32.5K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20K+ 49.73% |
$886K - $909K
|
60.2K
$2.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.4K+ 110.96% |
$858K - $881K
|
36.9K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.8K+ 14.44% |
$787K - $807K
|
141K
$6.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
16.6K+ 15.15% |
$735K - $754K
|
126K
$5.85M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16K+ 85.68% |
$708K - $727K
|
34.7K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.6K+ 23.68% |
$691K - $710K
|
81.6K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.5KNew |
$688K - $706K
|
15.5K
$721K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.4KNew |
$682K - $700K
|
15.4K
$714K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15.3KNew |
$676K - $694K
|
15.3K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
14.8KNew |
$657K - $675K
|
14.8K
$688K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
14KNew |
$622K - $638K
|
14K
$651K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.6K+ 167.15% |
$604K - $619K
|
21.8K
$1.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
12.6K+ 9.32% |
$557K - $572K
|
148K
$6.84M
|