Kingswood Wealth Advisors, LLC First Trust Senior Ln Fund Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,409 shares of FTSL stock, worth $386,645. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,409
Previous 8,074 4.15%
Holding current value
$386,645
Previous $371 Million 4.94%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$45.9 - $46.48 $15,376 - $15,570
335 Added 4.15%
8,409 $389 Million
Q3 2024

Oct 21, 2024
BUY
$45.51 - $46.26 $8,146 - $8,280
179 Added 2.27%
8,074 $371 Million
Q2 2024

Jul 09, 2024
SELL
$45.71 - $46.33 $47,355 - $47,997
-1,036 Reduced 11.6%
7,895 $361 Million
Q1 2024

Apr 15, 2024
SELL
$45.8 - $46.4 $2,473 - $2,505
-54 Reduced 0.6%
8,931 $413 Million
Q4 2023

Jan 16, 2024
BUY
$45.35 - $46.28 $407,469 - $415,825
8,985 New
8,985 $414 Million

Others Institutions Holding FTSL

# of Institutions
376
Shares Held
36.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SENIOR LN FUND

FTSL Quotes by TradingView
  • Ticker FTSL
  • Sector ETFs
  • Industry ETFs
More about FTSL
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email