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 |
---|---|---|---|---|---|---|---|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.01KClosed |
$42.2K - $46.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-696Closed |
$29.1K - $32.2K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-387Closed |
$16.2K - $17.9K
|
0
$0
|
|
Q1 2020 | |||||||
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-141KClosed |
$5.21M - $6.78M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-135KClosed |
$4.99M - $6.49M
|
0
$0
|
|
Jun 04, 2020
Q1 2020
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-46.1KClosed |
$1.71M - $2.22M
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-13.7KClosed |
$507K - $660K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Arden Trust CO
|
SELL
|
- |
-11.1KClosed |
$411K - $534K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.22KClosed |
$304K - $395K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.96KClosed |
$183K - $239K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.75KClosed |
$176K - $229K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 62.03% |
$63.5K - $82.6K
|
1.05K
$48.2K
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.02KClosed |
$37.6K - $48.9K
|
0
$0
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-400Closed |
$14.8K - $19.3K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-361Closed |
$13.4K - $17.4K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-214Closed |
$7.92K - $10.3K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-156Closed |
$5.77K - $7.51K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-145Closed |
$5.37K - $6.98K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 12, 2020
Q4 2019
|
Advisory Resource Group
|
SELL
|
- |
-41.1KClosed |
$1.93M - $1.98M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-850Closed |
$39.9K - $40.8K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-349Closed |
$16.4K - $16.8K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 09, 2020
Q3 2019
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1- -0.0% |
$47 - $47.7
|
28.4K
$1.3M
|
|
Q2 2019 | |||||||
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.73KClosed |
$129K - $131K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.79KClosed |
$84.2K - $85.7K
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.73KClosed |
$81.6K - $83K
|
0
$0
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.48KClosed |
$69.7K - $71K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.08KClosed |
$50.9K - $51.8K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1KClosed |
$47.1K - $47.9K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-189Closed |
$8.91K - $9.06K
|
0
$0
|
|
Jul 12, 2019
Q2 2019
|
Riverview Trust CO
|
SELL
|
- |
-71Closed |
$3.35K - $3.4K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-69Closed |
$3.25K - $3.31K
|
0
$0
|
|
Q1 2019 | |||||||
May 13, 2019
Q1 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-147KClosed |
$6.67M - $6.99M
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-14.1KClosed |
$641K - $672K
|
0
$0
|
|
Oct 15, 2019
Q1 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-12.6KClosed |
$573K - $601K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-838Closed |
$38.1K - $40K
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Hudock, Inc.
|
SELL
|
- |
-243Closed |
$11.1K - $11.6K
|
0
$0
|
|
Apr 22, 2019
Q1 2019
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-106Closed |
$4.82K - $5.05K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-100Closed |
$4.55K - $4.77K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-63.5KClosed |
$2.88M - $3.06M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-23.7KClosed |
$1.08M - $1.14M
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
Allen Capital Group, LLC
|
SELL
|
- |
-8.77KClosed |
$398K - $422K
|
0
$0
|
|
Jan 23, 2019
Q4 2018
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-6.66KClosed |
$303K - $321K
|
0
$0
|
|
Jan 22, 2019
Q4 2018
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.3KClosed |
$195K - $207K
|
0
$0
|
|
Jan 07, 2019
Q4 2018
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-562Closed |
$25.5K - $27.1K
|
0
$0
|
|
Jan 16, 2019
Q4 2018
|
Ckw Financial Group
|
SELL
|
- |
-405Closed |
$18.4K - $19.5K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-310Closed |
$14.1K - $14.9K
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-310Closed |
$14.1K - $14.9K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-200Closed |
$9.08K - $9.63K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-200Closed |
$9.08K - $9.63K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-17Closed |
$772 - $819
|
0
$0
|