Purchases and Sales Made in Q4 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 Q4 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
Feb 02, 2021 Q4 2020
First Trust Advisors LP

Wheaton, IL
BUY
 -
320K
+ 438.08%
$14.7M - $15.3M
394K $18.2M
Feb 10, 2021 Q4 2020
Advisor Os, LLC

BUY
 -
264K
New
$12.1M - $12.6M
264K $12.2M
Aug 10, 2021 Q4 2020
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
212K
New
$9.68M - $10.1M
212K $9.79M
Jan 27, 2021 Q4 2020
Mjp Associates Inc

BUY
 -
205K
New
$9.4M - $9.77M
205K $9.5M
Feb 08, 2021 Q4 2020
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
169K
+ 1495.82%
$7.72M - $8.03M
180K $8.33M
Feb 10, 2021 Q4 2020
Shore Haven Wealth Partners, LLC

BUY
 -
110K
New
$5.02M - $5.21M
110K $5.07M
Feb 16, 2021 Q4 2020
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
105K
New
$4.81M - $5M
105K $4.86M
Feb 16, 2021 Q4 2020
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
95.1K
+ 64.82%
$4.35M - $4.52M
242K $11.2M
Feb 12, 2021 Q4 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
66.4K
+ 44.07%
$3.04M - $3.16M
217K $10M
Feb 11, 2021 Q4 2020
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
52K
+ 96.08%
$2.38M - $2.47M
106K $4.91M
Jan 26, 2021 Q4 2020
Csenge Advisory Group

BUY
 -
42.7K
+ 25.8%
$1.96M - $2.03M
208K $9.64M
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
41.8K
+ 6.85%
$1.91M - $1.99M
652K $30.2M
Feb 12, 2021 Q4 2020
Prospera Financial Services Inc

BUY
 -
31.9K
+ 222.65%
$1.46M - $1.52M
46.2K $2.14M
Feb 18, 2021 Q4 2020
Truist Financial Corp

BUY
 -
30.3K
+ 195.03%
$1.39M - $1.44M
45.8K $2.12M
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
29.7K
+ 21.08%
$1.36M - $1.41M
171K $7.9M
Feb 17, 2021 Q4 2020
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
24.4K
+ 496.5%
$1.12M - $1.16M
29.3K $1.36M
Feb 10, 2021 Q4 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
24.1K
+ 11.62%
$1.1M - $1.15M
232K $10.7M
Feb 10, 2021 Q4 2020
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
23.2K
+ 96.67%
$1.06M - $1.1M
47.2K $2.18M
Feb 12, 2021 Q4 2020
Clear Creek Financial Management, LLC

BUY
 -
21.1K
New
$964K - $1M
21.1K $974K
Feb 16, 2021 Q4 2020
Dhjj Financial Advisors, Ltd.

BUY
 -
20.5K
New
$939K - $976K
20.5K $949K
Feb 16, 2021 Q4 2020
Mai Capital Management

BUY
 -
17.3K
New
$790K - $821K
17.3K $798K
Feb 12, 2021 Q4 2020
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
16.9K
+ 5.83%
$776K - $807K
308K $14.2M
Feb 11, 2021 Q4 2020
Ubs Group Ag

BUY
 -
15.4K
+ 2.18%
$706K - $734K
723K $33.5M
Jan 26, 2021 Q4 2020
Centennial Wealth Advisory LLC

BUY
 -
14.6K
New
$668K - $694K
14.6K $675K
Jan 20, 2021 Q4 2020
Trinity Legacy Partners, LLC

BUY
 -
14.3K
+ 16.19%
$655K - $681K
103K $4.75M
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

BUY
 -
13.3K
+ 29.99%
$609K - $633K
57.7K $2.67M
Feb 23, 2021 Q4 2020
Purus Wealth Management, LLC

BUY
 -
12.8K
New
$585K - $608K
12.8K $591K
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

BUY
 -
12.3K
+ 11.01%
$564K - $586K
124K $5.75M
Jan 21, 2021 Q4 2020
Investors Research Corp

BUY
 -
11.4K
+ 177.01%
$523K - $544K
17.9K $827K
Jan 21, 2021 Q4 2020
Tl Private Wealth

BUY
 -
11.2K
+ 6.91%
$513K - $533K
173K $8.02M
Feb 05, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
10.8K
New
$495K - $515K
10.8K $500K
Feb 11, 2021 Q4 2020
Oppenheimer & CO Inc

New York, NY
BUY
 -
9.26K
+ 40.96%
$424K - $441K
31.9K $1.47M
Feb 22, 2021 Q4 2020
Retirement Group, LLC

BUY
 -
9K
+ 54.25%
$412K - $428K
25.6K $1.18M
Jan 27, 2021 Q4 2020
Accel Wealth Management

BUY
 -
8.86K
New
$405K - $422K
8.86K $410K
Feb 12, 2021 Q4 2020
J.W. Cole Advisors, Inc.

BUY
 -
8.45K
New
$387K - $402K
8.45K $391K
Mar 30, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
7.98K
+ 73.77%
$365K - $380K
18.8K $870K
Feb 12, 2021 Q4 2020
Insight Advisors, LLC

Newtown, PA
BUY
 -
7.65K
New
$350K - $364K
7.65K $354K
Jan 19, 2021 Q4 2020
Lake Street Financial LLC

BUY
 -
7.34K
+ 16.66%
$336K - $349K
51.4K $2.38M
Feb 11, 2021 Q4 2020
Argent Trust CO

Nashville, TN
BUY
 -
7K
New
$320K - $333K
7K $324K
Feb 26, 2021 Q4 2020
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
6.93K
New
$317K - $330K
6.93K $321K
Feb 10, 2021 Q4 2020
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
6.91K
+ 145.16%
$316K - $329K
11.7K $540K
Feb 02, 2021 Q4 2020
Alpha Omega Group, Inc.

BUY
 -
6.83K
New
$313K - $325K
6.83K $316K
Feb 16, 2021 Q4 2020
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
6.56K
New
$300K - $312K
6.56K $303K
Feb 17, 2021 Q4 2020
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
6.41K
New
$293K - $305K
6.41K $296K
Jan 19, 2021 Q4 2020
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
6.31K
New
$289K - $300K
6.31K $292K
Feb 02, 2021 Q4 2020
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
6.2K
+ 29.2%
$284K - $295K
27.4K $1.27M
Jan 25, 2021 Q4 2020
Janney Montgomery Scott LLC

BUY
 -
6.15K
+ 11.26%
$281K - $292K
60.7K $2.81M
Jan 02, 2024 Q4 2020
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
5.66K
New
$259K - $270K
5.66K $262K
Jan 25, 2021 Q4 2020
Milestone Advisory Partners

BUY
 -
5.33K
+ 1.78%
$244K - $254K
305K $14.1M

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