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 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 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.4K+ 3.17% |
$567K - $571K
|
404K
$18.6M
|
|
|
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 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 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.54K+ 3.01% |
$207K - $209K
|
155K
$7.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.7K+ 5.68% |
$169K - $170K
|
68.9K
$3.17M
|
|
|
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 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 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 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
125New |
$5.7K - $5.75K
|
125
$5.75K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
43+ 0.38% |
$1.96K - $1.98K
|
11.4K
$523K
|
|
| 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
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
57.6K+ 59.68% |
$2.64M - $2.66M
|
154K
$7.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
54.2K+ 15.19% |
$2.48M - $2.5M
|
411K
$18.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
53.6KNew |
$2.45M - $2.47M
|
53.6K
$2.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.3K+ 9.4% |
$2.44M - $2.46M
|
621K
$28.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
50K+ 114.68% |
$2.29M - $2.31M
|
93.6K
$4.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.6K+ 8.51% |
$2.14M - $2.15M
|
595K
$27.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
42.1K+ 25.47% |
$1.93M - $1.94M
|
207K
$9.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
40.5K+ 94.23% |
$1.86M - $1.87M
|
83.5K
$3.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.2K+ 263.9% |
$1.84M - $1.86M
|
55.5K
$2.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
40.1K+ 7.24% |
$1.84M - $1.85M
|
593K
$27.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
36.6KNew |
$1.68M - $1.69M
|
36.6K
$1.68M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
33K+ 36.05% |
$1.51M - $1.52M
|
124K
$5.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
31.7K+ 16.92% |
$1.45M - $1.46M
|
219K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.5KNew |
$1.4M - $1.41M
|
30.5K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
24.8K+ 104.0% |
$1.14M - $1.15M
|
48.7K
$2.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
24.5KNew |
$1.12M - $1.13M
|
24.5K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
23.4K+ 48.22% |
$1.07M - $1.08M
|
72K
$3.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
20.6KNew |
$943K - $950K
|
20.6K
$946K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.4K+ 1.06% |
$936K - $944K
|
1.95M
$89.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
19.7K+ 21.28% |
$904K - $911K
|
112K
$5.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17.9K+ 120.01% |
$821K - $828K
|
32.9K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.6K+ 18.36% |
$807K - $814K
|
114K
$5.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15.4K+ 11.62% |
$703K - $709K
|
147K
$6.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.1K+ 4.94% |
$693K - $699K
|
321K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
13.3KNew |
$609K - $614K
|
13.3K
$611K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.3K+ 12.65% |
$608K - $613K
|
118K
$5.43M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
13.2K+ 14.27% |
$604K - $609K
|
106K
$4.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12K+ 25.89% |
$550K - $554K
|
58.4K
$2.68M
|
|