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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
575+ 2.63% |
$26.2K - $26.6K
|
22.5K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
68+ 1.41% |
$3.09K - $3.15K
|
4.9K
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-45.3K- 91.2% |
$2.06M - $2.09M
|
4.37K
$198K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 31.36% |
$105K - $107K
|
5.06K
$230K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-153- 2.62% |
$6.99K - $7.09K
|
5.7K
$259K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
302New |
$13.8K - $14K
|
302
$13.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20+ 100.0% |
$914 - $927
|
40
$1.82K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15K+ 21.43% |
$686K - $695K
|
85K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.6KNew |
$713K - $722K
|
15.6K
$708K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 4.85% |
$366 - $371
|
173
$7.85K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-51- 96.23% |
$2.33K - $2.36K
|
2
$90.8
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.56KNew |
$71.4K - $72.3K
|
1.56K
$70.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
106New |
$4.85K - $4.91K
|
106
$4.81K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 0.62% |
$1.37K - $1.39K
|
4.84K
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.32K+ 154.17% |
$426K - $432K
|
15.4K
$697K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.96% |
$1.1K - $1.11K
|
2.47K
$112K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
171New |
$7.82K - $7.92K
|
171
$7.76K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 7.59% |
$503 - $510
|
156
$7.08K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-21.2K- 64.75% |
$967K - $981K
|
11.5K
$523K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
213New |
$9.74K - $9.87K
|
213
$9.67K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
17.4KNew |
$795K - $806K
|
17.4K
$790K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1KNew |
$45.7K - $46.3K
|
1K
$45.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 34.75% |
$77.9K - $78.9K
|
6.61K
$300K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
600New |
$27.4K - $27.8K
|
600
$27.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-5.69K- 44.2% |
$260K - $264K
|
7.18K
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
17.1KNew |
$783K - $793K
|
17.1K
$777K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-10.9K- 33.67% |
$500K - $507K
|
21.6K
$979K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
361New |
$16.5K - $16.7K
|
361
$16.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
736+ 16.97% |
$33.6K - $34.1K
|
5.07K
$230K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
52+ 47.27% |
$2.38K - $2.41K
|
162
$7.35K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.02K- 19.15% |
$46.5K - $47.1K
|
4.29K
$195K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
198New |
$9.05K - $9.17K
|
198
$8.99K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.48K- 0.8% |
$67.5K - $68.4K
|
182K
$8.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
93.9KNew |
$4.29M - $4.35M
|
93.9K
$4.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.58K+ 3.77% |
$72.1K - $73.1K
|
43.4K
$1.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-506- 96.93% |
$23.1K - $23.4K
|
16
$726
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
136KNew |
$6.21M - $6.3M
|
136K
$6.17M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-282- 58.51% |
$12.9K - $13.1K
|
200
$9.08K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.79KNew |
$219K - $222K
|
4.79K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
134New |
$6.13K - $6.21K
|
134
$6.08K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
277New |
$12.7K - $12.8K
|
277
$12.6K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-26- 9.81% |
$1.19K - $1.21K
|
239
$10.9K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-52Closed |
$2.38K - $2.41K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
70.5K+ 239.11% |
$3.23M - $3.27M
|
100K
$4.54M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.3KNew |
$243K - $246K
|
5.3K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12.3K- 98.27% |
$563K - $570K
|
216
$9.81K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.96K+ 23.41% |
$89.5K - $90.7K
|
10.3K
$468K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-212- 42.48% |
$9.71K - $9.84K
|
287
$13K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47.1K+ 58.18% |
$2.16M - $2.18M
|
128K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-51- 0.03% |
$2.34K - $2.37K
|
149K
$6.77M
|
|