Latest Institutional Purchases of First Trust Senior Ln Fund (FTSL)
This list provides information on the latest institutional transactions involving First Trust Senior Ln Fund (FTSL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
294K+ 1473.8% |
$13.4M - $13.5M
|
314K
$14.4M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
31.9K+ 4.08% |
$1.46M - $1.47M
|
815K
$37.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
23.2K+ 8.02% |
$1.06M - $1.07M
|
312K
$14.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 3002.66% |
$978K - $986K
|
22.2K
$1.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
18.9K+ 12.53% |
$863K - $870K
|
170K
$7.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
18.5K+ 3.59% |
$845K - $852K
|
535K
$24.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.8KNew |
$675K - $681K
|
14.8K
$680K
|
|
|
Jan 28, 2026
Q4 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
14K+ 32.68% |
$641K - $646K
|
57K
$2.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.4K+ 3.17% |
$567K - $571K
|
404K
$18.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12.4K+ 8.4% |
$565K - $570K
|
160K
$7.35M
|
|
|
Jan 29, 2026
Q4 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
11.6K+ 16.14% |
$529K - $533K
|
83.5K
$3.84M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
11.5K+ 6.33% |
$527K - $531K
|
194K
$8.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.7K+ 5.73% |
$490K - $494K
|
198K
$9.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
10.2K+ 35.0% |
$464K - $467K
|
39.2K
$1.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.87K+ 16.3% |
$314K - $316K
|
49.1K
$2.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.86K+ 2.46% |
$268K - $270K
|
244K
$11.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.83K+ 3.37% |
$266K - $268K
|
178K
$8.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.29K+ 6.76% |
$241K - $243K
|
83.5K
$3.84M
|
|
|
Jan 30, 2026
Q4 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.86K+ 65.96% |
$221K - $223K
|
12.2K
$562K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.54K+ 3.01% |
$207K - $209K
|
155K
$7.14M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.38K+ 2.11% |
$200K - $201K
|
212K
$9.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.7K+ 5.68% |
$169K - $170K
|
68.9K
$3.17M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
3.54K+ 9.31% |
$161K - $163K
|
41.5K
$1.91M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.44K+ 45.02% |
$157K - $158K
|
11.1K
$510K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.82K+ 9.98% |
$128K - $129K
|
31K
$1.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.62K+ 5.51% |
$73.9K - $74.4K
|
31K
$1.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.11K+ 4.56% |
$50.7K - $51.1K
|
25.5K
$1.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 0.34% |
$48K - $48.4K
|
309K
$14.2M
|
|
|
Jan 28, 2026
Q4 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
964+ 1.82% |
$44K - $44.3K
|
54K
$2.48M
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
850+ 1.11% |
$38.8K - $39.1K
|
77.5K
$3.56M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
605+ 0.93% |
$27.6K - $27.8K
|
65.7K
$3.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
602+ 10.73% |
$27.5K - $27.7K
|
6.21K
$286K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
579+ 13.22% |
$26.4K - $26.6K
|
4.96K
$228K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
427New |
$19.5K - $19.6K
|
427
$19.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
386+ 1.58% |
$17.6K - $17.7K
|
24.8K
$1.14M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
366New |
$16.7K - $16.8K
|
366
$16.8K
|
|
|
Jan 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
262+ 1.53% |
$12K - $12K
|
17.4K
$801K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
162New |
$7.39K - $7.45K
|
162
$7.45K
|
|
|
Jan 28, 2026
Q4 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
138+ 1.46% |
$6.3K - $6.35K
|
9.57K
$440K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
125New |
$5.7K - $5.75K
|
125
$5.75K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
64+ 0.65% |
$2.92K - $2.94K
|
9.93K
$457K
|
|
|
Jan 23, 2026
Q4 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
56+ 1.25% |
$2.55K - $2.57K
|
4.53K
$208K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
43+ 0.38% |
$1.96K - $1.98K
|
11.4K
$523K
|
|
|
Jan 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
42+ 0.23% |
$1.92K - $1.93K
|
18.6K
$856K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
34+ 1.26% |
$1.55K - $1.56K
|
2.73K
$125K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27+ 0.29% |
$1.23K - $1.24K
|
9.27K
$426K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
109K+ 654.19% |
$5M - $5.04M
|
126K
$5.79M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
83.6KNew |
$3.83M - $3.86M
|
83.6K
$3.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
76.9KNew |
$3.52M - $3.55M
|
76.9K
$3.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
60.6K+ 4.04% |
$2.78M - $2.8M
|
1.56M
$71.9M
|
|