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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.9K+ 100.0% |
$270K - $272K
|
11.8K
$542K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.87KNew |
$269K - $271K
|
5.87K
$270K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.6K+ 17.91% |
$257K - $259K
|
36.9K
$1.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.46KNew |
$250K - $252K
|
5.46K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.42K+ 28.01% |
$248K - $250K
|
24.8K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.35K+ 3.87% |
$245K - $247K
|
144K
$6.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.3K+ 16.47% |
$243K - $245K
|
37.5K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.24KNew |
$240K - $242K
|
5.24K
$241K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.06KNew |
$232K - $234K
|
5.06K
$233K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.04K+ 105.04% |
$231K - $233K
|
9.84K
$452K
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4.83K+ 26.99% |
$221K - $223K
|
22.7K
$1.04M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.62K+ 23.51% |
$211K - $213K
|
24.2K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
4.41K+ 0.57% |
$202K - $204K
|
783K
$36M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.38KNew |
$201K - $202K
|
4.38K
$201K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
4.27K+ 3.6% |
$196K - $197K
|
123K
$5.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.21K+ 6.91% |
$193K - $194K
|
65.2K
$2.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4K+ 5.39% |
$183K - $185K
|
78.2K
$3.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.7K+ 62.58% |
$169K - $171K
|
9.6K
$441K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.51K+ 5.1% |
$161K - $162K
|
72.3K
$3.33M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.32K+ 178.31% |
$152K - $153K
|
5.19K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3.26KNew |
$149K - $151K
|
3.26K
$150K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.26K+ 23.5% |
$149K - $150K
|
17.1K
$786K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.08K+ 4.19% |
$141K - $142K
|
76.6K
$3.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.03K+ 3.88% |
$139K - $140K
|
81.3K
$3.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.01K+ 2.04% |
$138K - $139K
|
151K
$6.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.98KNew |
$137K - $138K
|
2.98K
$137K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
2.78KNew |
$128K - $129K
|
2.78K
$128K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.45K+ 9.52% |
$112K - $113K
|
28.2K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.42K+ 0.74% |
$111K - $112K
|
332K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.41K+ 1.64% |
$110K - $111K
|
149K
$6.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.39K+ 7.48% |
$109K - $110K
|
34.3K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.37K+ 1.69% |
$108K - $109K
|
142K
$6.54M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.19K+ 2.6% |
$100K - $101K
|
86.4K
$3.97M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.15K+ 4.23% |
$98.7K - $99.5K
|
53.1K
$2.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.14K+ 12.3% |
$98.1K - $98.9K
|
19.6K
$899K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.07KNew |
$94.9K - $95.6K
|
2.07K
$95.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.96K+ 4.87% |
$89.7K - $90.4K
|
42.2K
$1.94M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 2.03% |
$85.7K - $86.4K
|
94.2K
$4.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.74K+ 9.44% |
$79.8K - $80.5K
|
20.2K
$929K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.7K+ 7.48% |
$77.7K - $78.4K
|
24.4K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.68K+ 9.94% |
$77K - $77.6K
|
18.6K
$854K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.68K+ 11.72% |
$76.7K - $77.4K
|
16K
$734K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.61K+ 4.48% |
$73.6K - $74.2K
|
37.5K
$1.72M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.6K+ 4.36% |
$73.4K - $74K
|
38.3K
$1.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.57K+ 2.23% |
$71.7K - $72.3K
|
71.9K
$3.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 3.61% |
$71.3K - $71.9K
|
44.6K
$2.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.49K+ 14.21% |
$68.3K - $68.9K
|
12K
$551K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.43K+ 6.23% |
$65.5K - $66K
|
24.4K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.4K+ 0.77% |
$64.2K - $64.7K
|
184K
$8.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.31K+ 7.09% |
$60.1K - $60.5K
|
19.8K
$911K
|
|