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

Icon Wealth Advisors, LLC

$1.19 Billion
Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,948 shares of FTSL stock, worth $228,943. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,948

Holding current value

$228,943

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$45.9 - $46.48 $227,113 - $229,983	4,948 New	4,948 $228,000

Others Institutions Holding FTSL

# of Institutions

372

Shares Held

36.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.54M
Shares

$210 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.92M
Shares

$88.8 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.86M
Shares

$86.1 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.59M
Shares

$73.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.51M
Shares

$69.7 Million
0.02% of portfolio

View Full List

About FIRST TRUST SENIOR LN FUND

Ticker FTSL
Sector ETFs
Industry ETFs

More about FTSL

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