Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-51- 0.03% |
$2.34K - $2.37K
|
149K
$6.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-43- 38.05% |
$1.97K - $2K
|
70
$3.21K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-26- 9.81% |
$1.19K - $1.21K
|
239
$11K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-7.52K- 58.25% |
$341K - $348K
|
5.39K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.89K- 75.11% |
$177K - $180K
|
1.29K
$59.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-628- 9.8% |
$28.5K - $29.1K
|
5.78K
$265K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-82- 1.01% |
$3.72K - $3.79K
|
8.02K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-8- 53.33% |
$363 - $370
|
7
$321
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-124K- 97.88% |
$5.59M - $5.7M
|
2.67K
$123K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-17.7K- 72.23% |
$802K - $816K
|
6.81K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.97K- 56.17% |
$270K - $275K
|
4.66K
$214K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-5.46KClosed |
$247K - $252K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.1K- 4.99% |
$49.9K - $50.9K
|
21K
$964K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-789- 11.1% |
$35.7K - $36.4K
|
6.32K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-520- 9.68% |
$23.5K - $24K
|
4.85K
$223K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-341- 7.14% |
$15.4K - $15.7K
|
4.43K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-162Closed |
$7.33K - $7.46K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.65K- 19.09% |
$207K - $212K
|
19.7K
$904K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-460Closed |
$20.5K - $21K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-346- 7.05% |
$15.4K - $15.8K
|
4.57K
$209K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-252- 4.58% |
$11.2K - $11.5K
|
5.25K
$241K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 15.5% |
$4.46K - $4.56K
|
545
$25K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 15.5% |
$4.46K - $4.56K
|
545
$25K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 2.91% |
$134 - $137
|
100
$4.59K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-270K- 96.95% |
$12.1M - $12.4M
|
8.51K
$390K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-133K- 90.12% |
$5.94M - $6.1M
|
14.6K
$669K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-47.7K- 88.6% |
$2.13M - $2.19M
|
6.14K
$282K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-29.7K- 83.44% |
$1.33M - $1.36M
|
5.89K
$270K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-11.9K- 54.05% |
$533K - $547K
|
10.1K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-7.72K- 63.66% |
$345K - $354K
|
4.41K
$202K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-6.68K- 86.97% |
$298K - $306K
|
1K
$45.9K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-6.2K- 52.13% |
$277K - $284K
|
5.69K
$261K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.73K- 38.2% |
$77.3K - $79.4K
|
2.8K
$128K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.42K- 93.48% |
$63.4K - $65.1K
|
99
$4.54K
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-813- 15.26% |
$36.3K - $37.3K
|
4.52K
$207K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-527Closed |
$23.5K - $24.2K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-300- 20.0% |
$13.4K - $13.8K
|
1.2K
$55.1K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-45- 23.68% |
$2.01K - $2.06K
|
145
$6.65K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14- 93.33% |
$626 - $642
|
1
$45.9
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-87.3KClosed |
$3.86M - $3.97M
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-23.5K- 11.67% |
$1.04M - $1.07M
|
178K
$8.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-15.2K- 22.81% |
$674K - $692K
|
51.5K
$2.36M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-10.5KClosed |
$464K - $476K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.18K- 9.31% |
$229K - $235K
|
50.5K
$2.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-4.84K- 16.75% |
$214K - $220K
|
24.1K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.34K- 23.02% |
$148K - $152K
|
11.2K
$512K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.68K- 19.81% |
$119K - $122K
|
10.9K
$499K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-1.78K- 80.87% |
$78.8K - $80.9K
|
421
$19.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.51K- 8.99% |
$66.7K - $68.5K
|
15.2K
$700K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-840- 7.91% |
$37.2K - $38.2K
|
9.78K
$449K
|
|