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 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
882+ 13.09% |
$40.5K - $41K
|
7.62K
$353K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
862+ 7.04% |
$39.6K - $40.1K
|
13.1K
$606K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
836+ 5.99% |
$38.4K - $38.9K
|
14.8K
$685K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
828+ 1.13% |
$38K - $38.5K
|
74.1K
$3.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
730+ 14.85% |
$33.5K - $33.9K
|
5.65K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
700New |
$32.1K - $32.5K
|
700
$32.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
687+ 13.73% |
$31.5K - $31.9K
|
5.69K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
635+ 27.38% |
$29.1K - $29.5K
|
2.95K
$137K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
611+ 377.16% |
$28K - $28.4K
|
773
$35.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
567+ 3.86% |
$26K - $26.4K
|
15.3K
$706K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
515New |
$23.6K - $23.9K
|
515
$23.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
511+ 0.51% |
$23.5K - $23.8K
|
101K
$4.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
441New |
$20.2K - $20.5K
|
441
$20.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
435+ 5.1% |
$20K - $20.2K
|
8.96K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
373+ 3.69% |
$17.1K - $17.3K
|
10.5K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
335+ 4.15% |
$15.4K - $15.6K
|
8.41K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
327New |
$15K - $15.2K
|
327
$15.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
225New |
$10.3K - $10.5K
|
225
$10.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
175+ 0.13% |
$8.03K - $8.13K
|
131K
$6.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
161+ 1.85% |
$7.39K - $7.48K
|
8.87K
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
128+ 1.03% |
$5.88K - $5.95K
|
12.6K
$583K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
121+ 1.84% |
$5.55K - $5.62K
|
6.71K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
37+ 1.45% |
$1.7K - $1.72K
|
2.59K
$120K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
36+ 0.1% |
$1.65K - $1.67K
|
36K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 1.67% |
$1.56K - $1.58K
|
2.06K
$95.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
33+ 0.27% |
$1.51K - $1.53K
|
12.4K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
22+ 0.23% |
$1.01K - $1.02K
|
9.42K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11+ 0.1% |
$505 - $511
|
11.2K
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
8+ 0.14% |
$367 - $372
|
5.81K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 1.58% |
$138 - $139
|
193
$8.93K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$91.8 - $93
|
18.5K
$855K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$45.9 - $46.5
|
17.5K
$811K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$45.9 - $46.5
|
135K
$6.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 5.88% |
$45.9 - $46.5
|
18
$833
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1- 0.38% |
$45.9 - $46.5
|
265
$12.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11- 0.01% |
$505 - $511
|
152K
$7.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-24- 0.22% |
$1.1K - $1.12K
|
10.8K
$499K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-62- 0.32% |
$2.85K - $2.88K
|
19.5K
$903K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-103- 1.58% |
$4.73K - $4.79K
|
6.41K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-113- 1.84% |
$5.19K - $5.25K
|
6.03K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-125- 0.36% |
$5.74K - $5.81K
|
34.7K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-150- 3.2% |
$6.89K - $6.97K
|
4.53K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-160- 18.6% |
$7.34K - $7.44K
|
700
$32.4K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-256- 39.57% |
$11.8K - $11.9K
|
391
$18.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-278- 0.37% |
$12.8K - $12.9K
|
75.7K
$3.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-309- 2.27% |
$14.2K - $14.4K
|
13.3K
$616K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-322- 0.58% |
$14.8K - $15K
|
55K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-460- 1.09% |
$21.1K - $21.4K
|
41.7K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-512- 4.68% |
$23.5K - $23.8K
|
10.4K
$482K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-604- 2.6% |
$27.7K - $28.1K
|
22.6K
$1.05M
|