Purchases and Sales Made in Q3 2024 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 Q3 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
Oct 31, 2024 Q3 2024
Ifrah Financial Services, Inc.

BUY
 -
756
+ 1.68%
$34.4K - $35K
45.7K $2.11M
Oct 16, 2024 Q3 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
750
+ 0.42%
$34.1K - $34.7K
179K $8.27M
Nov 13, 2024 Q3 2024
Cibc Private Wealth Group, LLC

BUY
 -
720
New
$32.8K - $33.3K
720 $33.3K
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
659
+ 10.77%
$30K - $30.5K
6.78K $314K
Nov 04, 2024 Q3 2024
Northwest Wealth Management, LLC

BUY
 -
642
+ 4.48%
$29.2K - $29.7K
15K $693K
Oct 09, 2024 Q3 2024
Tap Consulting, LLC

BUY
 -
575
+ 2.63%
$26.2K - $26.6K
22.5K $1.04M
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
566
+ 6.65%
$25.8K - $26.2K
9.08K $420K
Oct 18, 2024 Q3 2024
Key Client Fiduciary Advisors, LLC

BUY
 -
553
+ 1.33%
$25.2K - $25.6K
42.1K $1.95M
Oct 04, 2024 Q3 2024
Hbw Advisory Services LLC

BUY
 -
547
+ 3.87%
$24.9K - $25.3K
14.7K $679K
Oct 21, 2024 Q3 2024
Integrity Financial Corp

BUY
 -
507
+ 0.6%
$23.1K - $23.5K
84.5K $3.91M
Nov 12, 2024 Q3 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
467
+ 0.89%
$21.3K - $21.6K
53.1K $2.46M
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
408
+ 1.38%
$18.6K - $18.9K
29.9K $1.39M
Oct 24, 2024 Q3 2024
Bay Colony Advisory Group, Inc D

BUY
 -
362
+ 4.72%
$16.5K - $16.7K
8.03K $372K
Oct 23, 2024 Q3 2024
Merkkuri Wealth Advisors LLC

Hicksville, NY
BUY
 -
357
+ 6.56%
$16.2K - $16.5K
5.8K $268K
Nov 12, 2024 Q3 2024
Prudential PLC

London, England, X0
BUY
 -
350
+ 0.62%
$15.9K - $16.2K
56.6K $2.62M
Oct 21, 2024 Q3 2024
Eastern Bank

BUY
 -
337
New
$15.3K - $15.6K
337 $15.6K
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
332
New
$15.1K - $15.4K
332 $15.4K
Oct 22, 2024 Q3 2024
Tfg Advisers LLC

BUY
 -
327
+ 2.3%
$14.9K - $15.1K
14.5K $673K
Nov 14, 2024 Q3 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
322
+ 3.79%
$14.7K - $14.9K
8.81K $408K
Oct 18, 2024 Q3 2024
Columbia Advisory Partners LLC

BUY
 -
309
+ 4.63%
$14.1K - $14.3K
6.98K $323K
Oct 28, 2024 Q3 2024
Stephens Inc

BUY
 -
300
+ 6.5%
$13.7K - $13.9K
4.92K $227K
Nov 12, 2024 Q3 2024
Oder Investment Management, LLC

Woodland Hills, CA
BUY
 -
282
+ 0.47%
$12.8K - $13K
60.2K $2.78M
Oct 15, 2024 Q3 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
266
+ 5.33%
$12.1K - $12.3K
5.25K $243K
Oct 15, 2024 Q3 2024
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
257
+ 0.62%
$11.7K - $11.9K
42K $1.94M
Oct 15, 2024 Q3 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
239
+ 6.94%
$10.9K - $11.1K
3.68K $170K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
196
New
$8.92K - $9.07K
196 $9.07K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
195
+ 1.25%
$8.87K - $9.02K
15.8K $731K
Oct 21, 2024 Q3 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
179
+ 2.27%
$8.15K - $8.28K
8.07K $374K
Nov 14, 2024 Q3 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
129
+ 0.8%
$5.87K - $5.97K
16.3K $753K
Nov 14, 2024 Q3 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
125
+ 4.74%
$5.69K - $5.78K
2.76K $128K
Nov 14, 2024 Q3 2024
Jacobi Capital Management LLC

BUY
 -
96
+ 1.89%
$4.37K - $4.44K
5.18K $240K
Oct 25, 2024 Q3 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
91
+ 0.66%
$4.14K - $4.21K
14K $646K
Oct 28, 2024 Q3 2024
Us Bancorp \De\

BUY
 -
76
+ 2.14%
$3.46K - $3.52K
3.63K $168K
Oct 08, 2024 Q3 2024
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
68
+ 1.41%
$3.09K - $3.15K
4.9K $227K
Oct 15, 2024 Q3 2024
Rvw Wealth, LLC

BUY
 -
58
+ 0.5%
$2.64K - $2.68K
11.5K $534K
Nov 01, 2024 Q3 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
57
New
$2.59K - $2.64K
57 $2.64K
Oct 21, 2024 Q3 2024
Oakworth Capital, Inc.

BUY
 -
52
New
$2.37K - $2.41K
52 $2.41K
Oct 15, 2024 Q3 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
38
+ 1.51%
$1.73K - $1.76K
2.55K $118K
Oct 18, 2024 Q3 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
34
+ 1.7%
$1.55K - $1.57K
2.03K $93.9K
Oct 16, 2024 Q3 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
23
+ 0.25%
$1.05K - $1.06K
9.39K $435K
Oct 18, 2024 Q3 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
22
+ 1.8%
$1K - $1.02K
1.25K $57.7K
Oct 21, 2024 Q3 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
12
+ 0.1%
$546 - $555
12K $556K
Nov 18, 2024 Q3 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
11
+ 0.73%
$501 - $509
1.51K $69.9K
Oct 18, 2024 Q3 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
5
New
$228 - $231
5 $231
Nov 12, 2024 Q3 2024
Blair William & CO

Chicago, IL
BUY
 -
5
+ 2.07%
$228 - $231
246 $11.4K
Oct 17, 2024 Q3 2024
Kmg Fiduciary Partners, LLC

BUY
 -
3
+ 0.02%
$137 - $139
18.5K $854K
Nov 14, 2024 Q3 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
2
+ 0.76%
$91 - $92.5
266 $12.3K
Oct 30, 2024 Q3 2024
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
1
+ 0.01%
$45.5 - $46.3
17.5K $811K
Nov 08, 2024 Q3 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
1
+ 0.53%
$45.5 - $46.3
190 $8.79K

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