Purchases and Sales Made in Q4 2024 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.74KNew |
$218K - $220K
|
4.74K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.65K+ 4.97% |
$213K - $216K
|
98.2K
$4.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
4.53KNew |
$208K - $211K
|
4.53K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.39KNew |
$202K - $204K
|
4.39K
$202K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.35KNew |
$200K - $202K
|
4.35K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.07K+ 7.47% |
$187K - $189K
|
58.5K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4K+ 7.07% |
$184K - $186K
|
60.6K
$2.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.92K+ 4.44% |
$180K - $182K
|
92.3K
$4.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.85K+ 8.33% |
$177K - $179K
|
50.1K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.83K+ 23.54% |
$176K - $178K
|
20.1K
$924K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.76K+ 65.31% |
$172K - $175K
|
9.51K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.65K+ 1.0% |
$167K - $170K
|
368K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.59K+ 5.19% |
$165K - $167K
|
72.8K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.49K+ 4.81% |
$160K - $162K
|
76.1K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.34K+ 5.55% |
$153K - $155K
|
63.5K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.27K+ 5.7% |
$150K - $152K
|
60.7K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.7K+ 53.43% |
$124K - $125K
|
7.75K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.43K+ 5.32% |
$112K - $113K
|
48.1K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.34K+ 5.42% |
$107K - $109K
|
45.5K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 5.81% |
$105K - $107K
|
41.8K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.07K+ 14.56% |
$95K - $96.2K
|
16.3K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2.06KNew |
$94.6K - $95.8K
|
2.06K
$94.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.91K+ 3.62% |
$87.8K - $88.9K
|
54.8K
$2.52M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.77K+ 20.06% |
$81.1K - $82.1K
|
10.6K
$486K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.74K+ 3.02% |
$79.9K - $80.9K
|
59.5K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.72K+ 1.4% |
$78.9K - $79.9K
|
124K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.52K+ 0.26% |
$69.6K - $70.5K
|
584K
$26.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 0.75% |
$61.6K - $62.3K
|
180K
$8.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.24K+ 8.55% |
$57.1K - $57.8K
|
15.8K
$725K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.62% |
$51.6K - $52.2K
|
70.3K
$3.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.07K+ 22.41% |
$49.3K - $49.9K
|
5.86K
$269K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.07K+ 22.41% |
$49.3K - $49.9K
|
5.86K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1K+ 1.84% |
$46K - $46.6K
|
55.4K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
1K+ 15.93% |
$45.9K - $46.5K
|
7.28K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
882+ 13.09% |
$40.5K - $41K
|
7.62K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
862+ 7.04% |
$39.6K - $40.1K
|
13.1K
$602K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
846+ 12.11% |
$38.8K - $39.3K
|
7.83K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
836+ 5.99% |
$38.4K - $38.9K
|
14.8K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
835+ 1.68% |
$38.3K - $38.8K
|
50.7K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
828+ 1.13% |
$38K - $38.5K
|
74.1K
$3.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
817+ 4.35% |
$37.5K - $38K
|
19.6K
$900K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
789New |
$36.2K - $36.7K
|
789
$36.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
735+ 1.23% |
$33.7K - $34.2K
|
60.5K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
730+ 14.85% |
$33.5K - $33.9K
|
5.65K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
700New |
$32.1K - $32.5K
|
700
$32.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
687+ 13.73% |
$31.5K - $31.9K
|
5.69K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
635+ 27.38% |
$29.1K - $29.5K
|
2.95K
$136K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
611+ 377.16% |
$28K - $28.4K
|
773
$35.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
567+ 3.86% |
$26K - $26.4K
|
15.3K
$701K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
561+ 6.04% |
$25.7K - $26.1K
|
9.85K
$453K
|