Purchases and Sales Made in Q1 2020 in First Trust Senior Ln Fund (FTSL)

FTSL Quotes by TradingView

This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q1 2020. 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
Apr 27, 2020 Q1 2020
Parallel Advisors, LLC

SELL
 -
-386
Closed
$14.3K - $18.6K
0 $0
May 19, 2020 Q1 2020
Tru Independence LLC

SELL
 -
-400
Closed
$14.8K - $19.3K
0 $0
Apr 28, 2020 Q1 2020
Capital Wealth Alliance, LLC

SELL
 -
-489
- 3.95%
$18.1K - $23.5K
11.9K $550K
Apr 17, 2020 Q1 2020
Dfpg Investments, LLC

SELL
 -
-660
- 9.41%
$24.4K - $31.8K
6.35K $294K
May 15, 2020 Q1 2020
Equitable Holdings, Inc.

New York, NY
SELL
 -
-781
- 11.09%
$28.9K - $37.6K
6.26K $290K
May 26, 2020 Q1 2020
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-861
- 56.27%
$31.9K - $41.4K
669 $31K
May 12, 2020 Q1 2020
Flagship Harbor Advisors, LLC

SELL
 -
-873
- 92.48%
$32.3K - $42K
71 $3.29K
May 07, 2020 Q1 2020
Cabana LLC

Fayetteville, AR
SELL
 -
-1.02K
Closed
$37.6K - $48.9K
0 $0
May 14, 2020 Q1 2020
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-1.03K
- 9.34%
$38.1K - $49.6K
10K $463K
Sep 07, 2021 Q1 2020
Geneos Wealth Management Inc.

SELL
 -
-1.06K
- 3.52%
$39.1K - $50.9K
29K $1.34M
Jun 29, 2020 Q1 2020
Beacon Financial Group

SELL
 -
-1.35K
- 1.01%
$50K - $65K
132K $6.11M
Apr 07, 2020 Q1 2020
Private Trust CO Na

SELL
 -
-1.51K
- 13.48%
$55.9K - $72.7K
9.7K $449K
May 15, 2020 Q1 2020
Prospera Financial Services Inc

SELL
 -
-1.6K
- 2.91%
$59.3K - $77.1K
53.4K $2.47M
May 07, 2020 Q1 2020
Plante Moran Financial Advisors, LLC

SELL
 -
-1.72K
- 62.03%
$63.5K - $82.6K
1.05K $48.6K
May 08, 2020 Q1 2020
Beaumont Financial Partners, LLC

SELL
 -
-1.76K
- 21.95%
$64.9K - $84.5K
6.24K $289K
Apr 23, 2020 Q1 2020
Clear Creek Financial Management, LLC

SELL
 -
-1.97K
- 9.2%
$72.9K - $94.8K
19.4K $900K
May 15, 2020 Q1 2020
Vista Investment Management

Pittsburgh, PA
SELL
 -
-2.18K
- 24.35%
$80.6K - $105K
6.77K $313K
May 06, 2020 Q1 2020
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-2.28K
- 12.66%
$84.2K - $110K
15.7K $727K
Apr 09, 2020 Q1 2020
Murphy, Middleton, Hinkle & Parker, Inc.

SELL
 -
-2.41K
- 6.26%
$89.1K - $116K
36K $1.67M
Apr 28, 2020 Q1 2020
Cwm, LLC

SELL
 -
-2.43K
- 94.2%
$90.1K - $117K
150 $6.94K
May 12, 2020 Q1 2020
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-2.45K
- 6.18%
$90.6K - $118K
37.2K $1.72M
Apr 24, 2020 Q1 2020
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-2.68K
- 59.78%
$99K - $129K
1.8K $83.3K
Apr 16, 2020 Q1 2020
Outlook Wealth Advisors, LLC

SELL
 -
-2.85K
- 6.63%
$105K - $137K
40.1K $1.86M
May 08, 2020 Q1 2020
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.95K
- 18.13%
$109K - $142K
13.3K $616K
May 08, 2020 Q1 2020
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-2.99K
- 35.61%
$111K - $144K
5.41K $250K
May 05, 2020 Q1 2020
D.A. Davidson & Co.

SELL
 -
-3.1K
- 14.69%
$115K - $149K
18K $833K
May 19, 2020 Q1 2020
Pacific Capital Wealth Advisors, Inc

SELL
 -
-3.1K
- 5.15%
$115K - $149K
57.1K $2.64M
Apr 24, 2020 Q1 2020
Lincoln National Corp

SELL
 -
-4.24K
Closed
$157K - $204K
0 $0
May 11, 2020 Q1 2020
Ifg Advisory, LLC

SELL
 -
-4.25K
- 21.99%
$157K - $205K
15.1K $698K
May 13, 2020 Q1 2020
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-4.72K
Closed
$175K - $227K
0 $0
Apr 24, 2020 Q1 2020
Segment Wealth Management, LLC

SELL
 -
-4.75K
Closed
$176K - $229K
0 $0
May 12, 2020 Q1 2020
Financial Gravity Asset Management, Inc.

SELL
 -
-4.96K
Closed
$183K - $239K
0 $0
May 08, 2020 Q1 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-5.18K
- 39.43%
$192K - $249K
7.95K $368K
May 12, 2020 Q1 2020
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-5.3K
- 61.23%
$196K - $255K
3.36K $155K
May 13, 2020 Q1 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-5.4K
- 22.48%
$200K - $260K
18.6K $861K
May 15, 2020 Q1 2020
Advisory Services Network, LLC

SELL
 -
-5.96K
- 20.43%
$220K - $287K
23.2K $1.07M
May 15, 2020 Q1 2020
Massmutual Trust CO Fsb

SELL
 -
-6.12K
Closed
$226K - $295K
0 $0
May 13, 2020 Q1 2020
Neumann Capital Management, LLC

SELL
 -
-6.56K
- 45.77%
$243K - $316K
7.77K $360K
May 08, 2020 Q1 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-7.08K
- 51.61%
$262K - $341K
6.63K $307K
May 01, 2020 Q1 2020
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-7.12K
- 23.42%
$263K - $343K
23.3K $1.08M
Apr 17, 2020 Q1 2020
Welch & Forbes LLC

SELL
 -
-7.29K
- 1.94%
$270K - $351K
368K $17M
Apr 15, 2020 Q1 2020
Secure Asset Management, LLC

SELL
 -
-7.92K
- 37.56%
$293K - $381K
13.2K $610K
Apr 28, 2020 Q1 2020
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-8.22K
Closed
$304K - $395K
0 $0
Apr 29, 2020 Q1 2020
Prw Wealth Management LLC

SELL
 -
-9.78K
Closed
$362K - $471K
0 $0
May 15, 2020 Q1 2020
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-10.3K
Closed
$382K - $497K
0 $0
May 05, 2020 Q1 2020
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-10.4K
Closed
$383K - $499K
0 $0
Apr 16, 2020 Q1 2020
Arden Trust CO

SELL
 -
-11.1K
Closed
$411K - $534K
0 $0
Apr 29, 2020 Q1 2020
Northwest Wealth Management, LLC

SELL
 -
-12K
Closed
$443K - $577K
0 $0
May 12, 2020 Q1 2020
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-12.2K
- 9.97%
$450K - $585K
110K $5.08M

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