Purchases and Sales Made in Q1 2021 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 2021. 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
Sep 15, 2021 Q1 2021
Cwm, LLC

BUY
 -
2.56K
+ 9838.46%
$122K - $123K
2.58K $120K
May 18, 2021 Q1 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.48K
+ 38.72%
$118K - $120K
8.89K $411K
Apr 14, 2021 Q1 2021
Mc Naughton Wealth Management, LLC

BUY
 -
2.45K
+ 5.05%
$117K - $118K
51K $2.36M
May 14, 2021 Q1 2021
Steward Partners Investment Advisory, LLC

BUY
 -
2.04K
+ 3.0%
$97K - $98.4K
70K $3.24M
May 10, 2021 Q1 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.93K
+ 6.07%
$91.9K - $93.3K
33.8K $1.56M
May 12, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.88K
New
$89.5K - $90.8K
1.88K $87.1K
Apr 29, 2021 Q1 2021
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.64K
+ 4.21%
$78K - $79.2K
40.6K $1.88M
Apr 23, 2021 Q1 2021
Columbus Macro, LLC

BUY
 -
1.63K
+ 6.85%
$77.7K - $78.8K
25.5K $1.18M
May 07, 2021 Q1 2021
D.A. Davidson & Co.

BUY
 -
1.53K
+ 10.18%
$72.5K - $73.6K
16.5K $764K
May 13, 2021 Q1 2021
Shore Haven Wealth Partners, LLC

BUY
 -
1.4K
+ 1.28%
$66.6K - $67.6K
111K $5.14M
May 17, 2021 Q1 2021
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.33K
New
$63.4K - $64.4K
1.33K $61.8K
Aug 10, 2021 Q1 2021
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
1.17K
+ 0.55%
$55.8K - $56.6K
213K $9.85M
May 11, 2021 Q1 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.06K
+ 5.32%
$50.2K - $51K
20.9K $969K
May 17, 2021 Q1 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
1.02K
+ 10.32%
$48.3K - $49K
10.9K $503K
May 05, 2021 Q1 2021
Capital Investment Advisory Services, LLC

BUY
 -
909
+ 2.18%
$43.2K - $43.9K
42.6K $1.97M
May 11, 2021 Q1 2021
First Horizon Advisors, Inc.

BUY
 -
816
+ 116.57%
$38.8K - $39.4K
1.52K $70.2K
Apr 19, 2021 Q1 2021
Ifg Advisory, LLC

BUY
 -
805
+ 4.88%
$38.3K - $38.8K
17.3K $801K
May 03, 2021 Q1 2021
Alpha Star Capital Management, LLC

BUY
 -
790
+ 8.74%
$37.6K - $38.1K
9.83K $455K
Apr 22, 2021 Q1 2021
Lex Aurum Advisors, LLC

BUY
 -
675
+ 2.24%
$32.1K - $32.6K
30.8K $1.43M
Apr 22, 2021 Q1 2021
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
646
+ 10.23%
$30.7K - $31.2K
6.96K $322K
May 12, 2021 Q1 2021
Purus Wealth Management, LLC

BUY
 -
641
+ 5.02%
$30.5K - $30.9K
13.4K $621K
May 13, 2021 Q1 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
639
+ 4.97%
$30.4K - $30.8K
13.5K $625K
Jan 02, 2024 Q1 2021
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
576
+ 10.17%
$27.4K - $27.8K
6.24K $289K
Apr 02, 2021 Q1 2021
Rvw Wealth, LLC

BUY
 -
539
+ 2.02%
$25.6K - $26K
27.2K $1.26M
May 11, 2021 Q1 2021
Jacobi Capital Management LLC

BUY
 -
510
+ 46.92%
$24.2K - $24.6K
1.6K $73.9K
May 17, 2021 Q1 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
446
+ 6.8%
$21.2K - $21.5K
7.01K $324K
May 06, 2021 Q1 2021
Koshinski Asset Management, Inc.

BUY
 -
414
+ 2.2%
$19.7K - $20K
19.2K $889K
Apr 29, 2021 Q1 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
326
+ 35.09%
$15.5K - $15.7K
1.26K $58.1K
Apr 26, 2021 Q1 2021
Arkadios Wealth Advisors

BUY
 -
326
+ 31.47%
$15.5K - $15.7K
1.36K $63K
Apr 23, 2021 Q1 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
310
+ 28.57%
$14.7K - $15K
1.4K $64.6K
Apr 19, 2021 Q1 2021
Creative Financial Designs Inc

BUY
 -
279
New
$13.3K - $13.5K
279 $12.9K
Apr 22, 2021 Q1 2021
Cambridge Advisors Inc.

BUY
 -
246
+ 3.02%
$11.7K - $11.9K
8.39K $388K
Apr 14, 2021 Q1 2021
Moody National Bank Trust Division

BUY
 -
203
+ 4.54%
$9.65K - $9.79K
4.68K $216K
Apr 28, 2021 Q1 2021
Davenport & CO LLC

BUY
 -
192
+ 1.36%
$9.13K - $9.26K
14.3K $664K
Apr 12, 2021 Q1 2021
Valeo Financial Advisors, LLC

BUY
 -
183
+ 194.68%
$8.7K - $8.83K
277 $12.8K
Apr 15, 2021 Q1 2021
City Holding CO

BUY
 -
175
New
$8.32K - $8.44K
175 $8.1K
May 14, 2021 Q1 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
166
+ 64.59%
$7.89K - $8.01K
423 $19.6K
Apr 08, 2021 Q1 2021
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
90
+ 0.23%
$4.28K - $4.34K
38.4K $1.78M
May 06, 2021 Q1 2021
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
63
New
$3K - $3.04K
63 $2.92K
May 12, 2021 Q1 2021
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
53
+ 0.76%
$2.52K - $2.56K
6.98K $323K
Aug 10, 2023 Q1 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
33
New
$1.57K - $1.59K
33 $1.53K
Apr 27, 2021 Q1 2021
Wealthpoint, LLC

BUY
 -
31
+ 0.73%
$1.47K - $1.5K
4.26K $197K
May 03, 2021 Q1 2021
Calton & Associates, Inc.

BUY
 -
11
+ 0.15%
$523 - $531
7.54K $349K
Apr 29, 2021 Q1 2021
Allworth Financial LP

BUY
 -
3
+ 0.7%
$143 - $145
430 $19.9K
May 14, 2021 Q1 2021
Archer Investment Corp

BUY
 -
2
+ 0.72%
$95.1 - $96.5
279 $12.9K
May 06, 2021 Q1 2021
Clearview Wealth Advisors LLC

BUY
 -
1
+ 0.95%
$47.5 - $48.3
106 $4.91K
May 07, 2021 Q1 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.19%
$47.5 - $48.3
537 $24.9K
Apr 29, 2021 Q1 2021
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-15
- 16.67%
$713 - $724
75 $3.47K
Jun 17, 2021 Q1 2021
Geneos Wealth Management Inc.

SELL
 -
-27
- 0.12%
$1.28K - $1.3K
23.1K $1.07M

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