GWM
FIV

Geneos Wealth Management’s First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest FIV Stock Holding History

Geneos Wealth Management’s Portfolio FIV Stock Details FIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-724
Closed -$6K – 2488
2018
Q4 		$6K Hold
724
– – ﹤0.01% 1963
2018
Q3 		$6K Buy
+724
New +$6K ﹤0.01% 2037