Purchases and Sales Made in Q2 2023 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-38.6K- 37.95% |
$1.72M - $1.76M
|
63.2K
$2.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.4K- 20.53% |
$1.85M - $1.89M
|
160K
$7.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.1K- 1.86% |
$1.87M - $1.92M
|
2.21M
$102M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-42.3K- 19.4% |
$1.89M - $1.93M
|
176K
$8.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-42.6K- 69.71% |
$1.9M - $1.94M
|
18.5K
$856K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-54K- 46.9% |
$2.41M - $2.46M
|
61.2K
$2.83M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-54.1K- 58.73% |
$2.41M - $2.47M
|
38K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-60K- 66.39% |
$2.67M - $2.73M
|
30.4K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-64K- 11.46% |
$2.85M - $2.92M
|
494K
$22.9M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-73.6K- 72.43% |
$3.28M - $3.35M
|
28K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-104K- 48.88% |
$4.65M - $4.76M
|
109K
$5.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-133K- 66.29% |
$5.93M - $6.07M
|
67.7K
$3.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-150K- 36.24% |
$6.68M - $6.83M
|
264K
$12.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-159K- 9.12% |
$7.07M - $7.23M
|
1.58M
$73.2M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-163K- 57.84% |
$7.26M - $7.42M
|
119K
$5.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-176K- 89.31% |
$7.86M - $8.03M
|
21.1K
$976K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-231K- 29.3% |
$10.3M - $10.5M
|
556K
$25.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-365K- 80.55% |
$16.3M - $16.6M
|
88.2K
$4.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-375K- 57.16% |
$16.7M - $17.1M
|
281K
$13M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-524K- 45.98% |
$23.3M - $23.9M
|
615K
$28.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-577K- 61.88% |
$25.7M - $26.3M
|
356K
$16.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-592K- 29.4% |
$26.4M - $27M
|
1.42M
$65.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-805K- 16.6% |
$35.9M - $36.7M
|
4.04M
$187M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.07M- 26.5% |
$47.7M - $48.8M
|
2.97M
$137M
|