Latest Institutional Transactions on First Trust Senior Ln Fund (FTSL)
This table provides information on the latest institutional transactions involving First Trust Senior Ln Fund (FTSL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.1K+ 37.76% |
$968K - $980K
|
76.9K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-11K- 79.38% |
$503K - $510K
|
2.85K
$132K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
25.6K+ 27.86% |
$1.18M - $1.19M
|
118K
$5.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$45.9 - $46.5
|
17.5K
$810K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
836+ 5.99% |
$38.4K - $38.9K
|
14.8K
$684K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
373+ 3.69% |
$17.1K - $17.3K
|
10.5K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.02K+ 152.71% |
$368K - $373K
|
13.3K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.9K- 34.48% |
$501K - $507K
|
20.7K
$958K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
13.6K+ 117.36% |
$622K - $630K
|
25.1K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
70.3KNew |
$3.23M - $3.27M
|
70.3K
$3.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
14.2K+ 33.09% |
$652K - $660K
|
57.1K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
175+ 0.13% |
$8.03K - $8.13K
|
131K
$6.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11- 0.01% |
$505 - $511
|
152K
$7.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
687+ 13.73% |
$31.5K - $31.9K
|
5.69K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
37+ 1.45% |
$1.7K - $1.72K
|
2.59K
$120K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
335+ 4.15% |
$15.4K - $15.6K
|
8.41K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.68K- 99.92% |
$169K - $171K
|
3
$139
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11.9K+ 17.58% |
$548K - $554K
|
79.8K
$3.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13.9K+ 9.21% |
$638K - $646K
|
165K
$7.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-944- 8.78% |
$43.3K - $43.9K
|
9.81K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1K+ 1.84% |
$46K - $46.6K
|
55.4K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
134K+ 95.31% |
$6.14M - $6.22M
|
274K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 5.81% |
$105K - $107K
|
41.8K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.16K- 26.33% |
$145K - $147K
|
8.85K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 1.58% |
$138 - $139
|
193
$8.92K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-103- 1.58% |
$4.73K - $4.79K
|
6.41K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 0.75% |
$61.6K - $62.3K
|
180K
$8.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-604- 2.6% |
$27.7K - $28.1K
|
22.6K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.97K+ 18.94% |
$274K - $277K
|
37.5K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-10.9K- 22.92% |
$498K - $505K
|
36.5K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.18K- 3.72% |
$238K - $241K
|
134K
$6.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
53.3KNew |
$2.45M - $2.48M
|
53.3K
$2.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
8+ 0.14% |
$367 - $372
|
5.81K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
515New |
$23.6K - $23.9K
|
515
$23.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.65K+ 1.0% |
$167K - $170K
|
368K
$17M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 8.93% |
$58.3K - $59.1K
|
13K
$599K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
435+ 5.1% |
$20K - $20.2K
|
8.96K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
511+ 0.51% |
$23.5K - $23.8K
|
101K
$4.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 5.79% |
$72.3K - $73.2K
|
25.6K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 5.88% |
$45.9 - $46.5
|
18
$832
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-24- 0.22% |
$1.1K - $1.12K
|
10.8K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-460- 1.09% |
$21.1K - $21.4K
|
41.7K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.07K+ 22.41% |
$49.3K - $49.9K
|
5.86K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-818- 0.64% |
$37.5K - $38K
|
128K
$5.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-309- 2.27% |
$14.2K - $14.4K
|
13.3K
$615K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
7.19K+ 1.56% |
$330K - $334K
|
467K
$21.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-4.08K- 9.71% |
$187K - $190K
|
37.9K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.14K- 5.68% |
$52.5K - $53.1K
|
19K
$878K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
161+ 1.85% |
$7.39K - $7.48K
|
8.87K
$410K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
4.53KNew |
$208K - $211K
|
4.53K
$210K
|