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

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,591 shares of FTSL stock, worth $257,018. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,591
Previous 5,591 -0.0%
Holding current value
$257,018
Previous $257 Million 0.11%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$44.58 - $46.07 $8,693 - $8,983
195 Added 3.61%
5,591 $257 Million
Q1 2025

May 06, 2025
SELL
$45.65 - $46.48 $13,695 - $13,943
-300 Reduced 5.27%
5,396 $246 Million
Q2 2024

Sep 11, 2024
SELL
$45.71 - $46.33 $6,993 - $7,088
-153 Reduced 2.62%
5,696 $260 Million
Q1 2024

Sep 11, 2024
SELL
$45.8 - $46.4 $29,861 - $30,252
-652 Reduced 10.03%
5,849 $270 Million
Q4 2023

Sep 11, 2024
BUY
$45.35 - $46.28 $16,824 - $17,169
371 Added 6.05%
6,501 $300 Million
Q2 2023

Sep 11, 2024
BUY
$44.57 - $45.56 $273,214 - $279,282
6,130 New
6,130 $278 Million

Others Institutions Holding FTSL

# of Institutions
357
Shares Held
39.3M
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
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