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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-640- 2.67% |
$29.4K - $29.7K
|
23.3K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-732- 0.92% |
$33.6K - $34K
|
78.7K
$3.64M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-818- 0.64% |
$37.5K - $38K
|
128K
$5.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-944- 8.78% |
$43.3K - $43.9K
|
9.81K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.14K- 5.68% |
$52.5K - $53.1K
|
19K
$879K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.17K- 7.0% |
$53.7K - $54.3K
|
15.5K
$718K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.25K- 12.75% |
$57.5K - $58.2K
|
8.57K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 8.93% |
$58.3K - $59.1K
|
13K
$600K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.47K- 13.55% |
$67.4K - $68.3K
|
9.37K
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 5.79% |
$72.3K - $73.2K
|
25.6K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.88K- 1.37% |
$86.4K - $87.5K
|
136K
$6.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.94K- 2.22% |
$89K - $90.1K
|
85.2K
$3.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.63K- 25.48% |
$121K - $122K
|
7.68K
$355K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.01K- 13.97% |
$138K - $140K
|
18.5K
$857K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.16K- 26.33% |
$145K - $147K
|
8.85K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.23K- 27.86% |
$148K - $150K
|
8.38K
$388K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.68K- 99.92% |
$169K - $171K
|
3
$139
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-4.08K- 9.71% |
$187K - $190K
|
37.9K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.73K- 8.22% |
$217K - $220K
|
52.8K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.18K- 3.72% |
$238K - $241K
|
134K
$6.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.11K- 26.96% |
$280K - $284K
|
16.6K
$766K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-6.3K- 5.6% |
$289K - $293K
|
106K
$4.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-6.85K- 4.78% |
$314K - $318K
|
136K
$6.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.55K- 17.1% |
$392K - $397K
|
41.4K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.75K- 17.85% |
$401K - $407K
|
40.3K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-10.9K- 22.92% |
$498K - $505K
|
36.5K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.9K- 34.48% |
$501K - $507K
|
20.7K
$959K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-11K- 79.38% |
$503K - $510K
|
2.85K
$132K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-13K- 26.68% |
$595K - $602K
|
35.6K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-60.7K- 68.48% |
$2.79M - $2.82M
|
27.9K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-313K- 81.44% |
$14.4M - $14.5M
|
71.2K
$3.3M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-332K- 97.61% |
$15.2M - $15.4M
|
8.14K
$376K
|