TVWM
FIV

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

Tower View Wealth Management’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
-1,000
Closed -$10K – 231
2021
Q3 		$10K Buy
+1,000
New +$9.56K 0.01% 184

Other funds holding FIV

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

Tower View Wealth Management's FIV Position: Q4 2021 in Review

Tower View Wealth Management 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 1,000 shares — an estimated $10K sold.

Tower View Wealth Management first reported a position in FIV in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 1 fund tracked by Wall St. Rank holds FIV as of Q4 2021.

  • Tower View Wealth Management 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.
  • Tower View Wealth Management sold 1,000 First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest shares in Q4 2021, an estimated $10K.
  • Tower View Wealth Management first reported a position in First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest in Q3 2021 and held it in 1 quarter.
  • Tower View Wealth Management's First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest position peaked at $10K 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 Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.