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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
14.6K+ 5.65% |
$651K - $666K
|
273K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
7.44KNew |
$332K - $339K
|
7.44K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.36KNew |
$328K - $335K
|
7.36K
$334K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.65KNew |
$207K - $212K
|
4.65K
$211K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.53K+ 29.75% |
$68.1K - $69.7K
|
6.67K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
479+ 1.89% |
$21.3K - $21.8K
|
25.9K
$1.17M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
410New |
$18.3K - $18.7K
|
410
$18.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
275+ 3.14% |
$12.3K - $12.5K
|
9.02K
$409K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
30+ 0.39% |
$1.34K - $1.37K
|
7.82K
$355K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
18+ 0.3% |
$802 - $820
|
5.96K
$270K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
71KNew |
$3.17M - $3.25M
|
71K
$3.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
18.9K+ 15.82% |
$846K - $869K
|
139K
$6.29M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.5KNew |
$694K - $713K
|
15.5K
$705K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.39KNew |
$375K - $385K
|
8.39K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.13K+ 54.76% |
$363K - $373K
|
23K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.25KNew |
$235K - $241K
|
5.25K
$238K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.53KNew |
$158K - $162K
|
3.53K
$160K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
993New |
$44.4K - $45.5K
|
993
$45.1K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
226New |
$10.1K - $10.4K
|
226
$10.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
139+ 3.09% |
$6.21K - $6.38K
|
4.64K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$44.7 - $45.9
|
1
$45.4
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
58.5KNew |
$2.59M - $2.66M
|
58.5K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
53.6KNew |
$2.37M - $2.43M
|
53.6K
$2.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
49.8KNew |
$2.21M - $2.26M
|
49.8K
$2.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
31.6K+ 89.96% |
$1.4M - $1.44M
|
66.8K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
27.8K+ 2905.02% |
$1.23M - $1.26M
|
28.7K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
12KNew |
$531K - $545K
|
12K
$544K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6.24KNew |
$276K - $284K
|
6.24K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
5.7KNew |
$252K - $259K
|
5.7K
$259K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.66K+ 33.84% |
$73.3K - $75.2K
|
6.55K
$297K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.43KNew |
$63.3K - $65K
|
1.43K
$64.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.41K+ 78.46% |
$62.4K - $64.1K
|
3.21K
$146K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.4KNew |
$62.1K - $63.8K
|
1.4K
$63.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
1.1KNew |
$48.6K - $49.9K
|
1.1K
$49.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
521New |
$23.1K - $23.7K
|
521
$23.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
400New |
$17.7K - $18.2K
|
400
$18.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
327New |
$14.5K - $14.9K
|
327
$14.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
218New |
$9.65K - $9.91K
|
218
$9.89K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
100New |
$4.43K - $4.54K
|
100
$4.54K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
93+ 1.63% |
$4.12K - $4.23K
|
5.79K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
78New |
$3.45K - $3.54K
|
78
$3.54K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
51New |
$2.26K - $2.32K
|
51
$2.31K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
48New |
$2.12K - $2.18K
|
48
$2.18K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
38New |
$1.68K - $1.73K
|
38
$1.72K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
129KNew |
$5.65M - $5.96M
|
129K
$5.84M
|
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
31.9K+ 40.84% |
$1.4M - $1.48M
|
110K
$4.99M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
23.8KNew |
$1.05M - $1.1M
|
23.8K
$1.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13.8KNew |
$604K - $637K
|
13.8K
$624K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.18K+ 8.12% |
$227K - $240K
|
68.9K
$3.12M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
3.45K+ 13.1% |
$152K - $160K
|
29.8K
$1.35M
|
|