Purchases and Sales Made in Q2 2025 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q2 2025. 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 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.65K+ 23.26% |
$296K - $306K
|
35.2K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.54K+ 89.43% |
$292K - $301K
|
13.9K
$637K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.5K+ 11.01% |
$290K - $300K
|
65.6K
$3.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6.23K+ 10.39% |
$278K - $287K
|
66.2K
$3.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.75KNew |
$256K - $265K
|
5.75K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.7KNew |
$254K - $263K
|
5.7K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.68KNew |
$253K - $262K
|
5.68K
$261K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.59K+ 5.38% |
$249K - $258K
|
109K
$5.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5.46K+ 43.91% |
$243K - $251K
|
17.9K
$822K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
5.38K+ 3.77% |
$240K - $248K
|
148K
$6.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.29K+ 12.88% |
$236K - $244K
|
46.4K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
5.14K+ 7.03% |
$229K - $237K
|
78.3K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.08K+ 42.3% |
$227K - $234K
|
17.1K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.05K+ 15.96% |
$225K - $233K
|
36.7K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.9KNew |
$219K - $226K
|
4.9K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.8K+ 6.04% |
$214K - $221K
|
84.2K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.61K+ 31.32% |
$206K - $212K
|
19.3K
$889K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.5KNew |
$201K - $207K
|
4.5K
$207K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
4.48KNew |
$200K - $206K
|
4.48K
$206K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.05K+ 8.44% |
$181K - $187K
|
52.1K
$2.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.98K+ 1.02% |
$177K - $183K
|
392K
$18M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.52K+ 63.88% |
$157K - $162K
|
9.03K
$415K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.36K+ 5.83% |
$150K - $155K
|
60.9K
$2.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 3.67% |
$148K - $153K
|
94K
$4.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.32K+ 1.95% |
$148K - $153K
|
173K
$7.95M
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3.29K+ 2.29% |
$147K - $152K
|
147K
$6.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 48.4% |
$143K - $148K
|
9.86K
$453K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.82K+ 14.17% |
$126K - $130K
|
22.7K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.76K+ 2.35% |
$123K - $127K
|
120K
$5.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2.59K+ 32.71% |
$115K - $119K
|
10.5K
$483K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.5K+ 10.74% |
$111K - $115K
|
25.8K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.34K+ 5.62% |
$104K - $108K
|
43.9K
$2.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
2.16K+ 12.18% |
$96.2K - $99.4K
|
19.9K
$913K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.16K+ 7.47% |
$96.1K - $99.3K
|
31K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.98K+ 2.94% |
$88K - $91K
|
69.3K
$3.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.73K+ 11.04% |
$77.2K - $79.8K
|
17.4K
$801K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.72K+ 1.47% |
$76.5K - $79.1K
|
119K
$5.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.71K+ 111.52% |
$76.4K - $79K
|
3.25K
$149K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.64K+ 2.23% |
$73.1K - $75.6K
|
75.3K
$3.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.47K+ 2.03% |
$65.4K - $67.5K
|
73.6K
$3.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.41K+ 6.72% |
$62.9K - $65K
|
22.4K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.36K+ 24.41% |
$60.7K - $62.7K
|
6.94K
$319K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.27K+ 459.93% |
$56.8K - $58.7K
|
1.55K
$71.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.23K+ 7.11% |
$54.7K - $56.6K
|
18.5K
$850K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.21K+ 7.34% |
$54K - $55.8K
|
17.7K
$814K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
986+ 2.42% |
$44K - $45.4K
|
41.7K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
986New |
$44K - $45.4K
|
986
$45.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
975+ 6.35% |
$43.5K - $44.9K
|
16.3K
$751K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
947New |
$42.2K - $43.6K
|
947
$43.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
817+ 3.18% |
$36.4K - $37.6K
|
26.5K
$1.22M
|
|