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 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.73% |
$501 - $509
|
1.51K
$69.9K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 2.07% |
$228 - $231
|
246
$11.4K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$228 - $231
|
5
$231
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.76% |
$91 - $92.5
|
266
$12.3K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.62% |
$45.5 - $46.3
|
162
$7.5K
|
|
Q2 2024 | |||||||
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
136KNew |
$6.21M - $6.3M
|
136K
$6.29M
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
93.9KNew |
$4.29M - $4.35M
|
93.9K
$4.34M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
25.7K+ 594.98% |
$1.18M - $1.19M
|
30K
$1.39M
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
20.9KNew |
$953K - $966K
|
20.9K
$965K
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
17.4KNew |
$795K - $806K
|
17.4K
$805K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
17.1KNew |
$783K - $793K
|
17.1K
$792K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.6KNew |
$713K - $722K
|
15.6K
$721K
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15K+ 21.43% |
$686K - $695K
|
85K
$3.93M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.9KNew |
$591K - $599K
|
12.9K
$599K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.7KNew |
$489K - $496K
|
10.7K
$495K
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.2KNew |
$466K - $472K
|
10.2K
$471K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.32K+ 154.17% |
$426K - $432K
|
15.4K
$711K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.1K+ 55.29% |
$370K - $375K
|
22.8K
$1.05M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.48KNew |
$296K - $300K
|
6.48K
$300K
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.79KNew |
$219K - $222K
|
4.79K
$222K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 34.75% |
$77.9K - $78.9K
|
6.61K
$306K
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.58K+ 3.77% |
$72.1K - $73.1K
|
43.4K
$2.01M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.56KNew |
$71.4K - $72.3K
|
1.56K
$72.2K
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.1K+ 8.07% |
$50.3K - $51K
|
14.7K
$681K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1KNew |
$45.7K - $46.3K
|
1K
$46.3K
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
736+ 16.97% |
$33.6K - $34.1K
|
5.07K
$235K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
600New |
$27.4K - $27.8K
|
600
$27.8K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
508+ 4.94% |
$23.2K - $23.5K
|
10.8K
$499K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
361New |
$16.5K - $16.7K
|
361
$16.7K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
302New |
$13.8K - $14K
|
302
$14K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
277New |
$12.7K - $12.8K
|
277
$12.8K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
213New |
$9.74K - $9.87K
|
213
$9.86K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
198New |
$9.05K - $9.17K
|
198
$9.16K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
179New |
$8.18K - $8.29K
|
179
$8.28K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
171New |
$7.82K - $7.92K
|
171
$7.91K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
134New |
$6.13K - $6.21K
|
134
$6.2K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
106New |
$4.85K - $4.91K
|
106
$4.9K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
52+ 47.27% |
$2.38K - $2.41K
|
162
$7.5K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27New |
$1.23K - $1.25K
|
27
$1.25K
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20+ 100.0% |
$914 - $927
|
40
$1.85K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 7.59% |
$503 - $510
|
156
$7.22K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 4.85% |
$366 - $371
|
173
$8K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
70.5K+ 239.11% |
$3.23M - $3.27M
|
100K
$4.63M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47.1K+ 58.18% |
$2.16M - $2.18M
|
128K
$5.92M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
33KNew |
$1.51M - $1.53M
|
33K
$1.53M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
31.4KNew |
$1.44M - $1.46M
|
31.4K
$1.45M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
27.5KNew |
$1.26M - $1.28M
|
27.5K
$1.27M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
18.3KNew |
$838K - $849K
|
18.3K
$846K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.61KNew |
$440K - $446K
|
9.61K
$445K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
7.23K+ 81.84% |
$331K - $335K
|
16.1K
$743K
|