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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-80- 1.13% |
$3.66K - $3.71K
|
6.99K
$323K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
171New |
$7.82K - $7.92K
|
171
$7.91K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27New |
$1.23K - $1.25K
|
27
$1.25K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-21.2K- 64.75% |
$967K - $981K
|
11.5K
$533K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.19K- 8.2% |
$100K - $101K
|
24.5K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
213New |
$9.74K - $9.87K
|
213
$9.86K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.7KNew |
$489K - $496K
|
10.7K
$495K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
20.9KNew |
$953K - $966K
|
20.9K
$965K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1KNew |
$45.7K - $46.3K
|
1K
$46.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
17.4KNew |
$795K - $806K
|
17.4K
$805K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
600New |
$27.4K - $27.8K
|
600
$27.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 34.75% |
$77.9K - $78.9K
|
6.61K
$306K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-5.69K- 44.2% |
$260K - $264K
|
7.18K
$332K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
17.1KNew |
$783K - $793K
|
17.1K
$792K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
508+ 4.94% |
$23.2K - $23.5K
|
10.8K
$499K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-236- 1.91% |
$10.8K - $10.9K
|
12.1K
$559K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.77K- 31.72% |
$172K - $175K
|
8.12K
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-10.9K- 33.67% |
$500K - $507K
|
21.6K
$997K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
361New |
$16.5K - $16.7K
|
361
$16.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
52+ 47.27% |
$2.38K - $2.41K
|
162
$7.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
736+ 16.97% |
$33.6K - $34.1K
|
5.07K
$235K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
179New |
$8.18K - $8.29K
|
179
$8.28K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.02K- 19.15% |
$46.5K - $47.1K
|
4.29K
$199K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
198New |
$9.05K - $9.17K
|
198
$9.16K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.48K- 0.8% |
$67.5K - $68.4K
|
182K
$8.44M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
25.7K+ 594.98% |
$1.18M - $1.19M
|
30K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
93.9KNew |
$4.29M - $4.35M
|
93.9K
$4.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.32K- 7.84% |
$60.2K - $61.1K
|
15.5K
$717K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-506- 96.93% |
$23.1K - $23.4K
|
16
$740
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-100- 0.89% |
$4.57K - $4.63K
|
11.1K
$516K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.58K+ 3.77% |
$72.1K - $73.1K
|
43.4K
$2.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
134New |
$6.13K - $6.21K
|
134
$6.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.79KNew |
$219K - $222K
|
4.79K
$222K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-282- 58.51% |
$12.9K - $13.1K
|
200
$9.25K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
136KNew |
$6.21M - $6.3M
|
136K
$6.29M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
277New |
$12.7K - $12.8K
|
277
$12.8K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-52Closed |
$2.38K - $2.41K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.3KNew |
$243K - $246K
|
5.3K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-622- 0.8% |
$28.5K - $28.9K
|
77K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12.3K- 98.27% |
$563K - $570K
|
216
$9.99K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.96K+ 23.41% |
$89.5K - $90.7K
|
10.3K
$477K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-212- 42.48% |
$9.71K - $9.84K
|
287
$13.3K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
70.5K+ 239.11% |
$3.23M - $3.27M
|
100K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47.1K+ 58.18% |
$2.16M - $2.18M
|
128K
$5.92M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-51- 0.03% |
$2.34K - $2.37K
|
149K
$6.9M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5+ 0.1% |
$229 - $232
|
5.24K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.07K- 18.71% |
$48.9K - $49.5K
|
4.64K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1KNew |
$45.8K - $46.4K
|
1K
$46.3K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-42.9K- 83.57% |
$1.97M - $1.99M
|
8.44K
$390K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.01K- 27.71% |
$92.1K - $93.3K
|
5.25K
$243K
|
|