Geneos Wealth Management Inc. lowered its holdings in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 2.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 22,635 shares of the company’s stock after selling 604 shares during the period. Geneos Wealth Management Inc.’s holdings in First Trust Senior Loan ETF were worth $1,047,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Kovitz Investment Group Partners LLC boosted its stake in shares of First Trust Senior Loan ETF by 12.4% in the third quarter. Kovitz Investment Group Partners LLC now owns 582,473 shares of the company’s stock valued at $26,730,000 after buying an additional 64,467 shares during the period. TL Private Wealth lifted its position in shares of First Trust Senior Loan ETF by 1.6% during the 4th quarter. TL Private Wealth now owns 466,873 shares of the company’s stock valued at $21,668,000 after acquiring an additional 7,189 shares during the period. Virtue Capital Management LLC grew its holdings in shares of First Trust Senior Loan ETF by 11.1% during the 3rd quarter. Virtue Capital Management LLC now owns 433,590 shares of the company’s stock worth $19,897,000 after purchasing an additional 43,432 shares in the last quarter. Cyndeo Wealth Partners LLC increased its position in shares of First Trust Senior Loan ETF by 4.3% in the third quarter. Cyndeo Wealth Partners LLC now owns 364,394 shares of the company’s stock worth $16,722,000 after purchasing an additional 15,007 shares during the period. Finally, International Assets Investment Management LLC raised its stake in First Trust Senior Loan ETF by 3,386.8% in the third quarter. International Assets Investment Management LLC now owns 339,788 shares of the company’s stock valued at $15,593,000 after purchasing an additional 330,043 shares in the last quarter.
First Trust Senior Loan ETF Stock Down 0.0 %
FTSL opened at $46.26 on Tuesday. First Trust Senior Loan ETF has a twelve month low of $45.23 and a twelve month high of $46.99. The company has a 50-day simple moving average of $46.32 and a 200 day simple moving average of $46.14.
First Trust Senior Loan ETF Cuts Dividend
First Trust Senior Loan ETF 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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