Twin Peaks Wealth Advisors, LLC First Trust Senior Ln Fund Transaction History

Twin Peaks Wealth Advisors, LLC

$217 Billion
Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 59,804 shares of FTSL stock, worth $2.75 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

59,804

Previous 56,238 6.34%

Holding current value

$2.75 Million

Previous $2.57 Billion 6.76%

% of portfolio

1.27%

Previous 1.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$45.51 - $46.26 $162,288 - $164,963	3,566 Added 6.34%	59,804 $2.74 Billion
Q2 2024 Jul 31, 2024	BUY	$45.71 - $46.33 $467,339 - $473,677	10,224 Added 22.22%	56,238 $2.57 Billion
Q1 2024 Apr 23, 2024	SELL	$45.8 - $46.4 $317,806 - $321,969	-6,939 Reduced 13.1%	46,014 $2.13 Billion
Q4 2023 Jan 17, 2024	BUY	$45.35 - $46.28 $2.4 Million - $2.45 Million	52,953 New	52,953 $2.44 Billion

Others Institutions Holding FTSL

# of Institutions

343

Shares Held

35.3M

Call Options Held

Put Options Held

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About FIRST TRUST SENIOR LN FUND

Ticker FTSL
Sector ETFs
Industry ETFs

More about FTSL

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Twin Peaks Wealth Advisors, LLC First Trust Senior Ln Fund Transaction History