Cyndeo Wealth Partners LLC lifted its holdings in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 1.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 368,041 shares of the company’s stock after purchasing an additional 3,647 shares during the quarter. First Trust Senior Loan ETF accounts for approximately 1.1% of Cyndeo Wealth Partners LLC’s holdings, making the stock its 14th largest position. Cyndeo Wealth Partners LLC owned approximately 0.74% of First Trust Senior Loan ETF worth $17,018,000 as of its most recent SEC filing.
A number of other large investors also recently modified their holdings of the business. Kingsview Wealth Management LLC lifted its position in First Trust Senior Loan ETF by 12.3% in the third quarter. Kingsview Wealth Management LLC now owns 55,331 shares of the company’s stock worth $2,539,000 after purchasing an additional 6,041 shares during the period. Moloney Securities Asset Management LLC raised its stake in shares of First Trust Senior Loan ETF by 5.7% in the 3rd quarter. Moloney Securities Asset Management LLC now owns 47,470 shares of the company’s stock worth $2,178,000 after buying an additional 2,539 shares in the last quarter. Boyce & Associates Wealth Consulting Inc. lifted its holdings in shares of First Trust Senior Loan ETF by 6.4% in the third quarter. Boyce & Associates Wealth Consulting Inc. now owns 17,474 shares of the company’s stock valued at $802,000 after buying an additional 1,052 shares during the period. Nations Financial Group Inc. IA ADV boosted its stake in First Trust Senior Loan ETF by 6.7% during the third quarter. Nations Financial Group Inc. IA ADV now owns 88,379 shares of the company’s stock valued at $4,056,000 after buying an additional 5,572 shares in the last quarter. Finally, Integrity Financial Corp WA grew its holdings in First Trust Senior Loan ETF by 0.6% during the third quarter. Integrity Financial Corp WA now owns 84,548 shares of the company’s stock worth $3,880,000 after acquiring an additional 507 shares during the period.
First Trust Senior Loan ETF Trading Up 0.1 %
Shares of First Trust Senior Loan ETF stock opened at $46.27 on Friday. First Trust Senior Loan ETF has a 52 week low of $45.23 and a 52 week high of $46.99. The company’s 50-day moving average price is $46.33 and its two-hundred day moving average price is $46.14.
First Trust Senior Loan ETF Cuts Dividend
First Trust Senior Loan ETF Company Profile
The First Trust Senior Loan Fund (FTSL) is an exchange-traded fund that is based on the S&P\u002FLSTA U.S. Leveraged Loan 100 index. The fund holds senior floating rate bank loans from firms around the globe. The actively managed fund can hold up to 20% of assets in non-senior loans, including high-yield bonds and equities.
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