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 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
947New |
$42.2K - $43.6K
|
947
$43.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-412- 2.72% |
$18.4K - $19K
|
14.7K
$678K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-174- 3.55% |
$7.76K - $8.02K
|
4.73K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-14.5K- 84.81% |
$647K - $669K
|
2.6K
$120K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
556+ 7.35% |
$24.8K - $25.6K
|
8.12K
$373K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20K- 53.7% |
$893K - $922K
|
17.3K
$794K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.52K+ 63.88% |
$157K - $162K
|
9.03K
$415K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.86K- 3.37% |
$127K - $132K
|
81.8K
$3.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-271- 5.7% |
$12.1K - $12.5K
|
4.48K
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
9.32KNew |
$416K - $430K
|
9.32K
$429K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
86+ 0.53% |
$3.83K - $3.96K
|
16.3K
$750K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.44K- 24.73% |
$64.4K - $66.5K
|
4.39K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
10K+ 8.56% |
$446K - $461K
|
127K
$5.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
986New |
$44K - $45.4K
|
986
$45.3K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-161- 0.87% |
$7.18K - $7.42K
|
18.4K
$848K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-549- 9.05% |
$24.5K - $25.3K
|
5.52K
$254K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-375- 1.24% |
$16.7K - $17.3K
|
29.9K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.27K+ 459.93% |
$56.8K - $58.7K
|
1.55K
$71.3K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
35New |
$1.6K - $1.63K
|
35
$1.61K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.18K+ 4.12% |
$99.6K - $101K
|
55.1K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.2K- 50.0% |
$465K - $473K
|
10.2K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.7KNew |
$2.18M - $2.22M
|
47.7K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Cno Financial Group, Inc.
|
BUY
|
- |
152KNew |
$6.94M - $7.06M
|
152K
$6.99M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
17New |
$776 - $790
|
17
$781
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$45.7 - $46.5
|
1
$46
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
18.4KNew |
$838K - $853K
|
18.4K
$844K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 19.58% |
$53.4K - $54.4K
|
4.81K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.77K- 28.35% |
$80.8K - $82.3K
|
4.47K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.2K+ 15.19% |
$420K - $428K
|
69.8K
$3.21M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.92KNew |
$225K - $229K
|
4.92K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-16.4K- 65.46% |
$750K - $764K
|
8.67K
$398K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
138New |
$6.3K - $6.41K
|
138
$6.34K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.59KNew |
$164K - $167K
|
3.59K
$165K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
240New |
$11K - $11.2K
|
240
$11K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.59K+ 56.85% |
$255K - $260K
|
15.4K
$710K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 0.88% |
$45.7 - $46.5
|
112
$5.15K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
31K+ 53.18% |
$1.41M - $1.44M
|
89.3K
$4.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-225- 50.0% |
$10.3K - $10.5K
|
225
$10.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-326- 2.45% |
$14.9K - $15.2K
|
13K
$597K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
1.81KNew |
$82.8K - $84.3K
|
1.81K
$83.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.71K- 27.6% |
$124K - $126K
|
7.1K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-473- 6.16% |
$21.6K - $22K
|
7.21K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-4.95K- 28.04% |
$226K - $230K
|
12.7K
$584K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-53- 0.93% |
$2.42K - $2.46K
|
5.64K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.62% |
$45.7 - $46.5
|
163
$7.49K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-226- 4.24% |
$10.3K - $10.5K
|
5.1K
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
22+ 0.23% |
$1K - $1.02K
|
9.44K
$434K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-87- 0.04% |
$3.97K - $4.04K
|
248K
$11.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.59KNew |
$209K - $213K
|
4.59K
$211K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
148+ 308.33% |
$6.79K - $6.88K
|
196
$9.01K
|
|