Morris Retirement Advisors, LLC First Trust Senior Ln Fund Transaction History

Morris Retirement Advisors, LLC

  • $224 Million
  • Q3 2025

A detailed history of Morris Retirement Advisors, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 11,324 shares of FTSL stock, worth $520,564. This represents 0.23% of its overall portfolio holdings.

Number of Shares
11,324
Previous 12,752 11.2%
Holding current value
$520,564
Previous $585,000 11.28%
% of portfolio
0.23%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$45.81 - $46.18 $65,416 - $65,945
-1,428 Reduced 11.2%
11,324 $519,000
Q2 2025

Jul 08, 2025
BUY
$44.58 - $46.07 $2,763 - $2,856
62 Added 0.49%
12,752 $585,000
Q1 2025

Apr 10, 2025
BUY
$45.65 - $46.48 $3,971 - $4,043
87 Added 0.69%
12,690 $579,000
Q4 2024

Jan 13, 2025
BUY
$45.9 - $46.48 $5,875 - $5,949
128 Added 1.03%
12,603 $582,000
Q3 2024

Oct 03, 2024
SELL
$45.51 - $46.26 $1,774 - $1,804
-39 Reduced 0.31%
12,475 $572,000
Q2 2024

Aug 06, 2024
SELL
$45.71 - $46.33 $502 - $509
-11 Reduced 0.09%
12,514 $572,000
Q1 2024

May 03, 2024
SELL
$45.8 - $46.4 $170,650 - $172,886
-3,726 Reduced 22.93%
12,525 $578,000
Q4 2023

Feb 12, 2024
BUY
$45.35 - $46.28 $348,968 - $356,124
7,695 Added 89.94%
16,251 $748,000
Q3 2023

Nov 08, 2023
BUY
$45.24 - $46.08 $167,433 - $170,542
3,701 Added 76.23%
8,556 $391,000
Q2 2023

Jul 17, 2023
BUY
$44.57 - $45.56 $216,387 - $221,193
4,855 New
4,855 $219,000

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

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  • Ticker FTSL
  • Sector ETFs
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