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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.39K- 95.25% |
$430K - $434K
|
468
$21.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-403- 0.48% |
$18.5K - $18.6K
|
83.8K
$3.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-117- 1.36% |
$5.36K - $5.4K
|
8.46K
$389K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbor Advisory Corp
|
BUY
|
- |
8.79K+ 2.93% |
$403K - $406K
|
309K
$14.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-37- 0.59% |
$1.69K - $1.71K
|
6.22K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.07KNew |
$94.9K - $95.6K
|
2.07K
$95.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.1K- 0.69% |
$647K - $652K
|
2.04M
$93.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-571- 4.23% |
$26.2K - $26.4K
|
12.9K
$594K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.3K- 6.15% |
$1.3M - $1.31M
|
432K
$19.9M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-954- 0.59% |
$43.7K - $44.1K
|
162K
$7.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.21K+ 6.91% |
$193K - $194K
|
65.2K
$2.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
93+ 0.01% |
$4.26K - $4.29K
|
656K
$30.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.34K- 1.41% |
$61.6K - $62.1K
|
94K
$4.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.03K+ 3.88% |
$139K - $140K
|
81.3K
$3.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.18K- 1.79% |
$54.2K - $54.6K
|
65.1K
$2.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5+ 1.91% |
$229 - $231
|
267
$12.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.67K- 11.65% |
$122K - $123K
|
20.3K
$931K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-56.8K- 65.34% |
$2.6M - $2.62M
|
30.1K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
251+ 0.36% |
$11.5K - $11.6K
|
69.5K
$3.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
86+ 1.53% |
$3.94K - $3.97K
|
5.7K
$262K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
757+ 20.53% |
$34.7K - $35K
|
4.44K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
233+ 1.99% |
$10.7K - $10.8K
|
12K
$550K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.16K- 47.44% |
$191K - $192K
|
4.61K
$212K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.01K+ 2.04% |
$138K - $139K
|
151K
$6.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-197- 1.53% |
$9.02K - $9.1K
|
12.7K
$582K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1.62K- 4.07% |
$74.3K - $74.9K
|
38.2K
$1.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
53.6KNew |
$2.45M - $2.47M
|
53.6K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
585+ 3.48% |
$26.8K - $27K
|
17.4K
$800K
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
106+ 1.14% |
$4.86K - $4.9K
|
9.43K
$433K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.97K- 6.34% |
$90.1K - $90.8K
|
29K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20+ 19.05% |
$916 - $924
|
125
$5.75K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.1K- 16.34% |
$1.42M - $1.44M
|
159K
$7.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.43K- 11.2% |
$65.4K - $65.9K
|
11.3K
$521K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-960- 6.54% |
$44K - $44.3K
|
13.7K
$631K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.53K- 2.75% |
$116K - $117K
|
89.4K
$4.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.4K+ 10.5% |
$752K - $758K
|
173K
$7.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
42.1K+ 25.47% |
$1.93M - $1.94M
|
207K
$9.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
24.5KNew |
$1.12M - $1.13M
|
24.5K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-124- 0.53% |
$5.68K - $5.73K
|
23.2K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-267- 1.71% |
$12.2K - $12.3K
|
15.3K
$705K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
79+ 1.11% |
$3.62K - $3.65K
|
7.18K
$330K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
206+ 0.18% |
$9.44K - $9.51K
|
115K
$5.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.85K- 34.32% |
$176K - $178K
|
7.36K
$338K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-35.4K- 50.12% |
$1.62M - $1.63M
|
35.2K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-418- 4.33% |
$19.1K - $19.3K
|
9.24K
$425K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 2.03% |
$85.7K - $86.4K
|
94.2K
$4.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
778+ 11.33% |
$35.6K - $35.9K
|
7.64K
$351K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.34K- 14.87% |
$153K - $154K
|
19.1K
$879K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
54.2K+ 15.19% |
$2.48M - $2.5M
|
411K
$18.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-749- 7.15% |
$34.3K - $34.6K
|
9.73K
$447K
|
|