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 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.6K- 9.18% |
$901K - $913K
|
194K
$8.93M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-20.4K- 28.13% |
$938K - $950K
|
52.2K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-22.3K- 68.73% |
$1.02M - $1.04M
|
10.1K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.6K- 7.86% |
$1.04M - $1.05M
|
265K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-28.8K- 42.84% |
$1.32M - $1.34M
|
38.5K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.5K- 7.71% |
$1.81M - $1.83M
|
472K
$21.7M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-40.7K- 72.54% |
$1.87M - $1.89M
|
15.4K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41.4K- 96.88% |
$1.9M - $1.93M
|
1.34K
$61.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-60.7K- 68.48% |
$2.79M - $2.82M
|
27.9K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-61.6K- 53.06% |
$2.83M - $2.86M
|
54.5K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-100K- 10.17% |
$4.6M - $4.66M
|
886K
$40.7M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-126KClosed |
$5.77M - $5.84M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129K- 7.52% |
$5.92M - $5.99M
|
1.59M
$72.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-240K- 29.71% |
$11M - $11.2M
|
569K
$26.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-313K- 81.44% |
$14.4M - $14.5M
|
71.2K
$3.27M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-332K- 97.61% |
$15.2M - $15.4M
|
8.14K
$374K
|