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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.38KNew |
$200K - $203K
|
4.38K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.98K+ 4.03% |
$181K - $184K
|
103K
$4.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.57K+ 6.34% |
$162K - $165K
|
59.8K
$2.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.27K+ 0.44% |
$149K - $151K
|
745K
$34.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.26K+ 6.0% |
$148K - $151K
|
57.6K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.09K+ 5.66% |
$141K - $143K
|
57.7K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.93K+ 4.2% |
$133K - $135K
|
72.6K
$3.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.54K+ 5.65% |
$116K - $117K
|
47.5K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.24K+ 4.05% |
$102K - $103K
|
57.5K
$2.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.13KNew |
$96.8K - $98.4K
|
2.13K
$98.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.04K+ 0.88% |
$92.7K - $94.2K
|
234K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.81K+ 88.48% |
$82.5K - $83.8K
|
3.86K
$179K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.76KNew |
$80.1K - $81.4K
|
1.76K
$81.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.72K+ 3.27% |
$78.4K - $79.7K
|
54.5K
$2.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.19KNew |
$54.1K - $55K
|
1.19K
$55K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 1.36% |
$50.7K - $51.6K
|
82.9K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.07K+ 3.3% |
$48.5K - $49.3K
|
33.4K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.05K+ 3.93% |
$47.9K - $48.7K
|
27.8K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
864+ 1.91% |
$39.3K - $40K
|
46.2K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
863+ 3.93% |
$39.3K - $39.9K
|
22.8K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
762+ 4.23% |
$34.7K - $35.3K
|
18.8K
$869K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
756+ 1.68% |
$34.4K - $35K
|
45.7K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
720New |
$32.8K - $33.3K
|
720
$33.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
659+ 10.77% |
$30K - $30.5K
|
6.78K
$314K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
642+ 4.48% |
$29.2K - $29.7K
|
15K
$693K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
575+ 2.63% |
$26.2K - $26.6K
|
22.5K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
566+ 6.65% |
$25.8K - $26.2K
|
9.08K
$420K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
507+ 0.6% |
$23.1K - $23.5K
|
84.5K
$3.91M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
497+ 0.68% |
$22.6K - $23K
|
73.2K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
467+ 0.89% |
$21.3K - $21.6K
|
53.1K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
408+ 1.38% |
$18.6K - $18.9K
|
29.9K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
362+ 4.72% |
$16.5K - $16.7K
|
8.03K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
350+ 0.62% |
$15.9K - $16.2K
|
56.6K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
337New |
$15.3K - $15.6K
|
337
$15.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
332New |
$15.1K - $15.4K
|
332
$15.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
327+ 2.3% |
$14.9K - $15.1K
|
14.5K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
322+ 3.79% |
$14.7K - $14.9K
|
8.81K
$408K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
309+ 4.63% |
$14.1K - $14.3K
|
6.98K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
300+ 6.5% |
$13.7K - $13.9K
|
4.92K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
282+ 0.47% |
$12.8K - $13K
|
60.2K
$2.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
196New |
$8.92K - $9.07K
|
196
$9.07K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
195+ 1.25% |
$8.87K - $9.02K
|
15.8K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
129+ 0.8% |
$5.87K - $5.97K
|
16.3K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
125+ 4.74% |
$5.69K - $5.78K
|
2.76K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
96+ 1.89% |
$4.37K - $4.44K
|
5.18K
$240K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
76+ 2.14% |
$3.46K - $3.52K
|
3.63K
$168K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
68+ 1.41% |
$3.09K - $3.15K
|
4.9K
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
57New |
$2.59K - $2.64K
|
57
$2.64K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
52New |
$2.37K - $2.41K
|
52
$2.41K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
22+ 1.8% |
$1K - $1.02K
|
1.25K
$57.7K
|