APP
FIV

Avantax Planning Partners’s First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest FIV Stock Holding History

Avantax Planning Partners’s Portfolio FIV Stock Details FIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-16,385
Closed -$158K – 368
2021
Q3 		$158K Hold
16,385
– – 0.01% 328
2021
Q2 		$156K Hold
16,385
– – 0.01% 316
2021
Q1 		$154K Hold
16,385
– – 0.01% 303
2020
Q4 		$147K Sell
16,385
-115
-0.7% -$999 0.01% 284
2020
Q3 		$139K Hold
16,500
– – 0.01% 289
2020
Q2 		$136K Hold
16,500
– – 0.01% 272
2020
Q1 		$121K Hold
16,500
– – 0.01% 264
2019
Q4 		$152K Buy
+16,500
New +$149K 0.01% 299
2018
Q4 		– Sell
-7,932
Closed -$74K – 1327
2018
Q3 		$74K Buy
+7,932
New +$73.7K 0.01% 402

Other funds holding FIV

BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Avantax Planning Partners's FIV Position: Q4 2021 in Review

Avantax Planning Partners sold out of First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest (FIV) in Q4 2021, closing a stake of 16,385 shares — an estimated $158K sold.

Avantax Planning Partners first reported a position in FIV in Q3 2018 and held it in 9 quarters. The position peaked at $158K in Q3 2021. 1 fund tracked by Wall St. Rank holds FIV as of Q4 2021.

  • Avantax Planning Partners reported no remaining First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest position as of Q4 2021 after selling out during the quarter.
  • Avantax Planning Partners sold 16,385 First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest shares in Q4 2021, an estimated $158K.
  • Avantax Planning Partners first reported a position in First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest in Q3 2018 and held it in 9 quarters.
  • Avantax Planning Partners's First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest position peaked at $158K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest as of Q4 2021.

Based on Avantax Planning Partners's 13F filing for Q4 2021, filed 28 Jan 2022.