Concurrent Investment Advisors LLC boosted its stake in shares of First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 8.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 141,892 shares of the company’s stock after purchasing an additional 10,559 shares during the quarter. Concurrent Investment Advisors LLC owned approximately 0.28% of First Trust Senior Loan ETF worth $6,561,000 as of its most recent SEC filing.
Several other large investors also recently bought and sold shares of FTSL. Asset Allocation & Management Company LLC increased its holdings in First Trust Senior Loan ETF by 561.4% during the 3rd quarter. Asset Allocation & Management Company LLC now owns 112,440 shares of the company’s stock worth $5,160,000 after purchasing an additional 95,440 shares during the period. TFG Advisers LLC increased its holdings in First Trust Senior Loan ETF by 2.3% during the 3rd quarter. TFG Advisers LLC now owns 14,538 shares of the company’s stock worth $667,000 after purchasing an additional 327 shares during the period. Lake Street Private Wealth LLC increased its holdings in First Trust Senior Loan ETF by 5.3% during the 3rd quarter. Lake Street Private Wealth LLC now owns 143,100 shares of the company’s stock worth $6,567,000 after purchasing an additional 7,166 shares during the period. International Assets Investment Management LLC increased its holdings in First Trust Senior Loan ETF by 3,386.8% during the 3rd quarter. International Assets Investment Management LLC now owns 339,788 shares of the company’s stock worth $15,593,000 after purchasing an additional 330,043 shares during the period. Finally, Global Assets Advisory LLC purchased a new stake in First Trust Senior Loan ETF during the 3rd quarter worth about $468,000.
First Trust Senior Loan ETF Stock Performance
Shares of NASDAQ FTSL opened at $46.27 on Thursday. The stock’s 50-day moving average is $46.29 and its two-hundred day moving average is $46.16. First Trust Senior Loan ETF has a 1-year low of $45.23 and a 1-year high of $46.99.
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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