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 |
---|---|---|---|---|---|---|---|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-406- 78.38% |
$18K - $18.4K
|
112
$5.14K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-67- 0.64% |
$2.97K - $3.04K
|
10.4K
$478K
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-573K- 98.69% |
$25.2M - $26.5M
|
7.58K
$348K
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-218K- 37.66% |
$9.57M - $10.1M
|
360K
$16.5M
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-109K- 95.6% |
$4.79M - $5.05M
|
5.02K
$230K
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15.1K- 13.72% |
$663K - $699K
|
95K
$4.36M
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-14.9K- 26.63% |
$653K - $689K
|
41K
$1.88M
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-8.64K- 18.13% |
$380K - $400K
|
39K
$1.79M
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-7.9K- 6.27% |
$347K - $366K
|
118K
$5.42M
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-1.59K- 25.69% |
$70K - $73.8K
|
4.61K
$212K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.18K- 2.48% |
$51.9K - $54.7K
|
46.5K
$2.14M
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-109K- 90.97% |
$4.82M - $5.19M
|
10.9K
$498K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-80.9KClosed |
$3.57M - $3.84M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-57.7K- 59.04% |
$2.55M - $2.74M
|
40.1K
$1.84M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-21.4K- 5.86% |
$942K - $1.01M
|
343K
$15.7M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20KClosed |
$883K - $951K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.1KClosed |
$532K - $573K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-11.2KClosed |
$493K - $531K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-10.9KClosed |
$479K - $516K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-9.43KClosed |
$416K - $448K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-9.15KClosed |
$404K - $435K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-8.92K- 40.0% |
$393K - $424K
|
13.4K
$614K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.43K- 49.85% |
$372K - $400K
|
8.48K
$389K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.09KClosed |
$357K - $384K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.64KClosed |
$337K - $363K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.95KClosed |
$262K - $283K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-5.59KClosed |
$247K - $265K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.2KClosed |
$229K - $247K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.71KClosed |
$207K - $223K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.6KClosed |
$203K - $218K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-4.35KClosed |
$192K - $206K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4KClosed |
$176K - $190K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.74KClosed |
$165K - $178K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-3.73KClosed |
$164K - $177K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.01K- 93.57% |
$133K - $143K
|
207
$9.5K
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.38K- 34.55% |
$105K - $113K
|
4.51K
$207K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.28K- 2.56% |
$56.5K - $60.8K
|
48.7K
$2.23M
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1K- 12.5% |
$44.1K - $47.5K
|
7K
$321K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-918Closed |
$40.5K - $43.6K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-740- 2.42% |
$32.6K - $35.1K
|
29.8K
$1.37M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-570Closed |
$25.1K - $27.1K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-450- 6.53% |
$19.8K - $21.4K
|
6.44K
$295K
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-368- 33.64% |
$16.2K - $17.5K
|
726
$33.3K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-89Closed |
$3.92K - $4.23K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-56Closed |
$2.47K - $2.66K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-38- 0.48% |
$1.68K - $1.8K
|
7.83K
$359K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 0.41% |
$265 - $285
|
1.47K
$67.2K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-490KClosed |
$22.8M - $23.6M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-472KClosed |
$22M - $22.7M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-66.4KClosed |
$3.09M - $3.19M
|
0
$0
|