Beaumont Financial Advisors, LLC First Trust Senior Ln Fund Transaction History

Beaumont Financial Advisors, LLC

$1.24 Billion
Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 9,393 shares of FTSL stock, worth $431,796. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,393

Previous 8,960 4.83%

Holding current value

$431,796

Previous $411,000 4.62%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$45.81 - $46.18 $19,835 - $19,995	433 Added 4.83%	9,393 $430,000
Q4 2024 Jan 17, 2025	BUY	$45.9 - $46.48 $19,966 - $20,218	435 Added 5.1%	8,960 $414,000
Q1 2024 May 10, 2024	BUY	$45.8 - $46.4 $21,755 - $22,040	475 Added 5.9%	8,525 $393,000
Q4 2023 Jan 31, 2024	SELL	$45.35 - $46.28 $58,818 - $60,025	-1,297 Reduced 13.88%	8,050 $370,000
Q3 2023 Nov 01, 2023	SELL	$45.24 - $46.08 $9,862 - $10,045	-218 Reduced 2.28%	9,347 $427,000

Q1 2023 May 08, 2023	SELL	$44.68 - $45.87 $119,206 - $122,381	-2,668 Reduced 21.81%	9,565 $432,000
Q4 2022 Jan 25, 2023	BUY	$44.27 - $45.44 $541,554 - $555,867	12,233 New	12,233 $0

Others Institutions Holding FTSL

# of Institutions

357

Shares Held

39.3M

Call Options Held

Put Options Held

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About FIRST TRUST SENIOR LN FUND

Ticker FTSL
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Beaumont Financial Advisors, LLC First Trust Senior Ln Fund Transaction History