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 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
346New |
$15.9K - $16K
|
346
$15.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
50K+ 114.68% |
$2.29M - $2.31M
|
93.6K
$4.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12K+ 25.89% |
$550K - $554K
|
58.4K
$2.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.7K+ 7.48% |
$77.7K - $78.4K
|
24.4K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.65K- 8.79% |
$259K - $261K
|
58.6K
$2.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
234+ 0.53% |
$10.7K - $10.8K
|
44.1K
$2.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
46+ 0.45% |
$2.11K - $2.12K
|
10.2K
$468K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-25K- 56.91% |
$1.15M - $1.16M
|
19K
$872K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
112+ 1.61% |
$5.13K - $5.17K
|
7.06K
$324K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.14K+ 12.3% |
$98.1K - $98.9K
|
19.6K
$899K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.45K- 4.54% |
$158K - $159K
|
72.6K
$3.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-371- 59.27% |
$17K - $17.1K
|
255
$11.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.3K+ 9.4% |
$2.44M - $2.46M
|
621K
$28.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
164+ 0.77% |
$7.51K - $7.57K
|
21.4K
$985K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-914- 9.23% |
$41.9K - $42.2K
|
8.99K
$413K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-46- 0.03% |
$2.11K - $2.12K
|
132K
$6.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
135New |
$6.18K - $6.23K
|
135
$6.21K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.44K- 3.92% |
$66.1K - $66.6K
|
35.4K
$1.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.69K- 7.56% |
$261K - $263K
|
69.6K
$3.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.42K+ 28.01% |
$248K - $250K
|
24.8K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.51K+ 5.1% |
$161K - $162K
|
72.3K
$3.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.98KNew |
$137K - $138K
|
2.98K
$137K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-923- 6.89% |
$42.3K - $42.6K
|
12.5K
$574K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-804- 7.45% |
$36.8K - $37.1K
|
9.98K
$459K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17.9K+ 120.01% |
$821K - $828K
|
32.9K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-3.97K- 0.58% |
$182K - $183K
|
678K
$31.2M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.4K+ 0.77% |
$64.2K - $64.7K
|
184K
$8.48M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.6K+ 17.91% |
$257K - $259K
|
36.9K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 2.27% |
$54.2K - $54.6K
|
50.9K
$2.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-11- 0.17% |
$504 - $508
|
6.62K
$304K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-209- 2.14% |
$9.57K - $9.65K
|
9.56K
$439K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
40.1K+ 7.24% |
$1.84M - $1.85M
|
593K
$27.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
19.7K+ 21.28% |
$904K - $911K
|
112K
$5.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.7K- 22.16% |
$490K - $494K
|
37.6K
$1.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
36+ 1.35% |
$1.65K - $1.66K
|
2.7K
$124K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
76.9KNew |
$3.52M - $3.55M
|
76.9K
$3.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.92K- 3.6% |
$87.8K - $88.5K
|
51.4K
$2.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.36K- 0.9% |
$62.4K - $62.9K
|
149K
$6.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.57K+ 2.23% |
$71.7K - $72.3K
|
71.9K
$3.3M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.15K+ 4.23% |
$98.7K - $99.5K
|
53.1K
$2.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
893+ 18.21% |
$40.9K - $41.2K
|
5.8K
$266K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
146+ 2.54% |
$6.69K - $6.74K
|
5.9K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-28.3K- 10.61% |
$1.3M - $1.31M
|
238K
$11M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.62K- 19.06% |
$74.1K - $74.7K
|
6.87K
$316K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
138+ 0.38% |
$6.32K - $6.37K
|
36.1K
$1.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-5.14K- 99.11% |
$235K - $237K
|
46
$2.11K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15.4K+ 11.62% |
$703K - $709K
|
147K
$6.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-41.8K- 67.72% |
$1.92M - $1.93M
|
19.9K
$917K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-14.3K- 43.81% |
$656K - $662K
|
18.4K
$845K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-485- 4.84% |
$22.2K - $22.4K
|
9.54K
$439K
|
|