Purchases and Sales Made in Q4 2024 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.45MNew |
$66.4M - $67.3M
|
1.45M
$67M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
627K+ 16.04% |
$28.8M - $29.1M
|
4.54M
$210M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
369K+ 23.8% |
$16.9M - $17.2M
|
1.92M
$88.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
297KNew |
$13.6M - $13.8M
|
297K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
257KNew |
$11.8M - $12M
|
257K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
190K+ 1301.49% |
$8.74M - $8.85M
|
205K
$9.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
149K+ 10.94% |
$6.82M - $6.9M
|
1.51M
$69.7M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
141K+ 14.48% |
$6.46M - $6.54M
|
1.11M
$51.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
134K+ 95.31% |
$6.14M - $6.22M
|
274K
$12.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
114KNew |
$5.23M - $5.3M
|
114K
$5.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
110K+ 1744.21% |
$5.04M - $5.11M
|
116K
$5.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
103KNew |
$4.74M - $4.8M
|
103K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.2K+ 4.04% |
$3.32M - $3.36M
|
1.86M
$86.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
70.3KNew |
$3.23M - $3.27M
|
70.3K
$3.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
53.3KNew |
$2.45M - $2.48M
|
53.3K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
53KNew |
$2.43M - $2.46M
|
53K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
49.8KNew |
$2.29M - $2.32M
|
49.8K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.1K+ 52.45% |
$2.21M - $2.24M
|
140K
$6.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
48K+ 2756.31% |
$2.2M - $2.23M
|
49.8K
$2.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
47.9K+ 460.61% |
$2.2M - $2.23M
|
58.3K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
47.8KNew |
$2.2M - $2.22M
|
47.8K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43.9K+ 86.41% |
$2.02M - $2.04M
|
94.7K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.8K+ 13.05% |
$2.01M - $2.03M
|
379K
$17.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
40.7KNew |
$1.87M - $1.89M
|
40.7K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
39.9KNew |
$1.83M - $1.85M
|
39.9K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
38.4K+ 155.71% |
$1.76M - $1.78M
|
63K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.9K+ 15.32% |
$1.69M - $1.71M
|
278K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
34.5K+ 25.19% |
$1.59M - $1.61M
|
172K
$7.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
33.6K+ 27.88% |
$1.54M - $1.56M
|
154K
$7.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
33.6K+ 27.88% |
$1.54M - $1.56M
|
154K
$7.13M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
30.9K+ 373.32% |
$1.42M - $1.44M
|
39.2K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
25.6K+ 27.86% |
$1.18M - $1.19M
|
118K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
25.5KNew |
$1.17M - $1.18M
|
25.5K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
25.1KNew |
$1.15M - $1.17M
|
25.1K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
23.9K+ 38.08% |
$1.1M - $1.11M
|
86.5K
$4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.7K+ 12.33% |
$1.09M - $1.1M
|
216K
$9.98M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
23.2K+ 41.03% |
$1.06M - $1.08M
|
79.7K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.5K+ 33.76% |
$989K - $1M
|
85.4K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.1K+ 37.76% |
$968K - $980K
|
76.9K
$3.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
20.5K+ 17.63% |
$943K - $955K
|
137K
$6.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.5KNew |
$942K - $953K
|
20.5K
$949K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
20.2KNew |
$928K - $940K
|
20.2K
$936K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.5K+ 1.95% |
$894K - $906K
|
1.02M
$47M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.4K+ 34.68% |
$663K - $671K
|
56.1K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
14.4K+ 6.17% |
$661K - $669K
|
248K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.4K+ 185.8% |
$661K - $669K
|
22.1K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
14.2K+ 33.09% |
$652K - $660K
|
57.1K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13.9K+ 9.21% |
$638K - $646K
|
165K
$7.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
13.6K+ 117.36% |
$622K - $630K
|
25.1K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
12.9KNew |
$591K - $598K
|
12.9K
$595K
|