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

Cyndeo Wealth Partners, LLC

  • $1.72 Billion
  • Q3 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 391,483 shares of FTSL stock, worth $18 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
391,483
Previous 392,122 0.16%
Holding current value
$18 Million
Previous $18 Million 0.27%
% of portfolio
1.04%
Previous 1.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
358
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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, 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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email