Integrity Financial Corp WA lowered its holdings in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 0.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 84,018 shares of the company’s stock after selling 530 shares during the period. First Trust Senior Loan ETF makes up 2.2% of Integrity Financial Corp WA’s portfolio, making the stock its 8th biggest position. Integrity Financial Corp WA’s holdings in First Trust Senior Loan ETF were worth $3,885,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also modified their holdings of the company. Kingswood Wealth Advisors LLC raised its holdings in shares of First Trust Senior Loan ETF by 4.1% during the fourth quarter. Kingswood Wealth Advisors LLC now owns 8,409 shares of the company’s stock worth $389,000 after acquiring an additional 335 shares in the last quarter. Curtis Advisory Group LLC increased its position in First Trust Senior Loan ETF by 2.8% in the 4th quarter. Curtis Advisory Group LLC now owns 12,432 shares of the company’s stock worth $575,000 after purchasing an additional 341 shares during the last quarter. Milestone Asset Management LLC raised its stake in shares of First Trust Senior Loan ETF by 3.7% during the 4th quarter. Milestone Asset Management LLC now owns 10,473 shares of the company’s stock worth $484,000 after purchasing an additional 373 shares in the last quarter. Creative Financial Designs Inc. ADV lifted its holdings in shares of First Trust Senior Loan ETF by 5.6% during the 4th quarter. Creative Financial Designs Inc. ADV now owns 7,157 shares of the company’s stock valued at $331,000 after buying an additional 378 shares during the last quarter. Finally, Beaumont Financial Advisors LLC lifted its holdings in shares of First Trust Senior Loan ETF by 5.1% during the 4th quarter. Beaumont Financial Advisors LLC now owns 8,960 shares of the company’s stock valued at $414,000 after buying an additional 435 shares during the last quarter.
First Trust Senior Loan ETF Stock Performance
NASDAQ:FTSL opened at $45.06 on Friday. The stock’s 50 day moving average price is $45.85 and its 200 day moving average price is $46.10. First Trust Senior Loan ETF has a 52 week low of $44.30 and a 52 week high of $46.55.
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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