Purchases and Sales Made in Q4 2024 in First Trust Senior Ln Fund (FTSL)
This table provides information about the institutional ownership of First Trust Senior Ln Fund (FTSL) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST SENIOR LN FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
297KNew |
$13.6M - $13.8M
|
297K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
257KNew |
$11.8M - $12M
|
257K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
134K+ 95.31% |
$6.14M - $6.22M
|
274K
$12.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
114KNew |
$5.23M - $5.3M
|
114K
$5.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
110K+ 1744.21% |
$5.04M - $5.11M
|
116K
$5.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
70.3KNew |
$3.23M - $3.27M
|
70.3K
$3.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
53.3KNew |
$2.45M - $2.48M
|
53.3K
$2.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
47.9K+ 460.61% |
$2.2M - $2.23M
|
58.3K
$2.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
25.6K+ 27.86% |
$1.18M - $1.19M
|
118K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
25.5KNew |
$1.17M - $1.18M
|
25.5K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
23.2K+ 41.03% |
$1.06M - $1.08M
|
79.7K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.5K+ 33.76% |
$989K - $1M
|
85.4K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.1K+ 37.76% |
$968K - $980K
|
76.9K
$3.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
20.5K+ 17.63% |
$943K - $955K
|
137K
$6.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.4K+ 34.68% |
$663K - $671K
|
56.1K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.4K+ 185.8% |
$661K - $669K
|
22.1K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
14.2K+ 33.09% |
$652K - $660K
|
57.1K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13.9K+ 9.21% |
$638K - $646K
|
165K
$7.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
13.6K+ 117.36% |
$622K - $630K
|
25.1K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
12K+ 17.22% |
$551K - $558K
|
81.7K
$3.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11.9K+ 17.58% |
$548K - $554K
|
79.8K
$3.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.8KNew |
$497K - $503K
|
10.8K
$501K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 8.04% |
$485K - $491K
|
142K
$6.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.84KNew |
$452K - $457K
|
9.84K
$455K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.81K+ 34.62% |
$450K - $456K
|
38.1K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.13K+ 40.03% |
$419K - $425K
|
32K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
8.4KNew |
$386K - $390K
|
8.4K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.33K+ 9.02% |
$382K - $387K
|
101K
$4.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.02K+ 152.71% |
$368K - $373K
|
13.3K
$614K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
7.19K+ 1.56% |
$330K - $334K
|
467K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.29KNew |
$289K - $292K
|
6.29K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.03K+ 12.71% |
$277K - $280K
|
53.5K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.97K+ 18.94% |
$274K - $277K
|
37.5K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5.19KNew |
$238K - $241K
|
5.19K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.17KNew |
$237K - $240K
|
5.17K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.06K+ 28.96% |
$232K - $235K
|
22.5K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
4.53KNew |
$208K - $211K
|
4.53K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.92K+ 4.44% |
$180K - $182K
|
92.3K
$4.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.65K+ 1.0% |
$167K - $170K
|
368K
$17M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.27K+ 5.7% |
$150K - $152K
|
60.7K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.43K+ 5.32% |
$112K - $113K
|
48.1K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 5.81% |
$105K - $107K
|
41.8K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.07K+ 14.56% |
$95K - $96.2K
|
16.3K
$753K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.74K+ 3.02% |
$79.9K - $80.9K
|
59.5K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 0.75% |
$61.6K - $62.3K
|
180K
$8.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.24K+ 8.55% |
$57.1K - $57.8K
|
15.8K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.62% |
$51.6K - $52.2K
|
70.3K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.07K+ 22.41% |
$49.3K - $49.9K
|
5.86K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1K+ 1.84% |
$46K - $46.6K
|
55.4K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
882+ 13.09% |
$40.5K - $41K
|
7.62K
$353K
|