Cambridge Investment Research Advisors’s First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest FIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-38,416
Closed -$370K 3322
2021
Q3
$370K Sell
38,416
-1,666
-4% -$15.9K ﹤0.01% 2282
2021
Q2
$382K Buy
40,082
+12,684
+46% +$120K ﹤0.01% 2274
2021
Q1
$258K Buy
27,398
+10,020
+58% +$92.7K ﹤0.01% 2402
2020
Q4
$156K Buy
17,378
+26
+0.1% +$226 ﹤0.01% 2533
2020
Q3
$146K Buy
17,352
+29
+0.2% +$246 ﹤0.01% 2322
2020
Q2
$143K Buy
17,323
+23
+0.1% +$185 ﹤0.01% 2257
2020
Q1
$127K Hold
17,300
﹤0.01% 2062
2019
Q4
$159K Buy
+17,300
New +$156K ﹤0.01% 2262

Other funds holding FIV

Cambridge Investment Research Advisors's FIV Position: Q4 2021 in Review

Cambridge Investment Research Advisors 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 38,416 shares — an estimated $370K sold.

Cambridge Investment Research Advisors first reported a position in FIV in Q4 2019 and held it in 8 quarters. The position peaked at $382K in Q2 2021. 1 fund tracked by Wall St. Rank holds FIV as of Q4 2021.

  • Cambridge Investment Research Advisors 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.
  • Cambridge Investment Research Advisors sold 38,416 First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest shares in Q4 2021, an estimated $370K.
  • Cambridge Investment Research Advisors first reported a position in First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest in Q4 2019 and held it in 8 quarters.
  • Cambridge Investment Research Advisors's First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest position peaked at $382K in Q2 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 Cambridge Investment Research Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.