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 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 8.93% |
$58.3K - $59.1K
|
13K
$596K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.37K- 22.57% |
$62.7K - $63.5K
|
4.69K
$215K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.4K- 12.81% |
$64.2K - $65K
|
9.52K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.45K- 19.56% |
$66.7K - $67.5K
|
5.98K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.47K- 13.55% |
$67.4K - $68.3K
|
9.37K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.5K- 2.91% |
$68.7K - $69.6K
|
49.9K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 5.79% |
$72.3K - $73.2K
|
25.6K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.88K- 1.37% |
$86.4K - $87.5K
|
136K
$6.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.9K- 2.79% |
$87.4K - $88.5K
|
66.3K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.93K- 4.33% |
$88.4K - $89.5K
|
42.5K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.94K- 2.22% |
$89K - $90.1K
|
85.2K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.02K- 12.78% |
$92.7K - $93.9K
|
13.8K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.1K- 75.8% |
$96.2K - $97.4K
|
669
$30.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.61K- 9.38% |
$120K - $121K
|
25.2K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.63K- 25.48% |
$121K - $122K
|
7.68K
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.01K- 13.97% |
$138K - $140K
|
18.5K
$851K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.16K- 26.33% |
$145K - $147K
|
8.85K
$407K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.23K- 27.86% |
$148K - $150K
|
8.38K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.28K- 4.94% |
$151K - $153K
|
63.1K
$2.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.49K- 5.17% |
$160K - $162K
|
64K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.68K- 99.92% |
$169K - $171K
|
3
$138
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.79K- 4.56% |
$174K - $176K
|
79.3K
$3.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.84K- 4.63% |
$176K - $178K
|
79.1K
$3.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-4.08K- 9.71% |
$187K - $190K
|
37.9K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.3K- 15.04% |
$198K - $200K
|
24.3K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.57K- 23.82% |
$210K - $212K
|
14.6K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.73K- 8.22% |
$217K - $220K
|
52.8K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.18K- 3.72% |
$238K - $241K
|
134K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.82K- 31.5% |
$267K - $270K
|
12.6K
$581K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.11K- 26.96% |
$280K - $284K
|
16.6K
$761K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.28K- 1.45% |
$288K - $292K
|
427K
$19.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-6.3K- 5.6% |
$289K - $293K
|
106K
$4.88M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.66K- 1.11% |
$305K - $309K
|
595K
$27.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-6.85K- 4.78% |
$314K - $318K
|
136K
$6.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.55K- 17.1% |
$392K - $397K
|
41.4K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.75K- 17.85% |
$401K - $407K
|
40.3K
$1.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.84K- 13.61% |
$406K - $411K
|
56.2K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-9.18K- 15.7% |
$422K - $427K
|
49.3K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-9.41K- 15.66% |
$432K - $437K
|
50.7K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-9.41K- 15.66% |
$432K - $437K
|
50.7K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.4K- 34.78% |
$478K - $484K
|
19.5K
$898K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-10.9K- 22.92% |
$498K - $505K
|
36.5K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.9K- 34.48% |
$501K - $507K
|
20.7K
$953K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-11K- 79.38% |
$503K - $510K
|
2.85K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11.2K- 71.91% |
$516K - $522K
|
4.39K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.6K- 26.17% |
$533K - $540K
|
32.8K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.7K- 15.04% |
$584K - $592K
|
71.9K
$3.3M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-13K- 26.68% |
$595K - $602K
|
35.6K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-15.7K- 4.62% |
$719K - $729K
|
324K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.1K- 18.52% |
$879K - $890K
|
84.3K
$3.87M
|