Cyndeo Wealth Partners, LLC First Trust Senior Ln Fund Transaction History

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 403,906 shares of FTSL stock, worth $18.6 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

403,906

Previous 391,483 3.17%

Holding current value

$18.6 Million

Previous $17.9 Million 3.47%

% of portfolio

1.07%

Previous 1.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$45.62 - $45.98 $566,737 - $571,209	12,423 Added 3.17%	403,906 $18.6 Million
Q3 2025 Oct 10, 2025	SELL	$45.81 - $46.18 $29,272 - $29,509	-639 Reduced 0.16%	391,483 $17.9 Million
Q2 2025 Jul 24, 2025	BUY	$44.58 - $46.07 $177,205 - $183,128	3,975 Added 1.02%	392,122 $18 Million
Q1 2025 Apr 17, 2025	BUY	$45.65 - $46.48 $917,838 - $934,526	20,106 Added 5.46%	388,147 $17.7 Million
Q4 2024 Jan 21, 2025	BUY	$45.9 - $46.48 $167,397 - $169,512	3,647 Added 1.0%	368,041 $17 Million

Q3 2024 Oct 18, 2024	BUY	$45.51 - $46.26 $682,968 - $694,223	15,007 Added 4.3%	364,394 $16.7 Million
Q2 2024 Jul 30, 2024	BUY	$45.71 - $46.33 $425,422 - $431,193	9,307 Added 2.74%	349,387 $16 Million
Q1 2024 Apr 16, 2024	BUY	$45.8 - $46.4 $396,307 - $401,499	8,653 Added 2.61%	340,080 $15.7 Million
Q4 2023 Jan 12, 2024	SELL	$45.35 - $46.28 $182,851 - $186,600	-4,032 Reduced 1.2%	331,427 $15.3 Million
Q3 2023 Oct 10, 2023	BUY	$45.24 - $46.08 $281,935 - $287,170	6,232 Added 1.89%	335,459 $15.3 Million
Q2 2023 Jul 27, 2023	BUY	$44.57 - $45.56 $574,997 - $587,769	12,901 Added 4.08%	329,227 $14.9 Million
Q1 2023 Apr 21, 2023	BUY	$44.68 - $45.87 $6.79 Million - $6.97 Million	151,924 Added 92.41%	316,326 $14.3 Million
Q4 2022 Jan 25, 2023	BUY	$44.27 - $45.44 $7.28 Million - $7.47 Million	164,402 New	164,402 $0

Others Institutions Holding FTSL

# of Institutions

351

Shares Held

39.2M

Call Options Held

Put Options Held

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About FIRST TRUST SENIOR LN FUND

Ticker FTSL
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Cyndeo Wealth Partners, LLC First Trust Senior Ln Fund Transaction History