FIV

First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest
FIV

Overview Fund Activity
Delisted

FIV was delisted on the 9th of December, 2021.

Back to rankings

47 hedge funds and large institutions have $70.5M invested in First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
1
Advisor Group
Arizona
$2.74M
2
RJA
2
Raymond James & Associates
Florida
$1.67M
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.22M
4
Truist Financial
4
Truist Financial
North Carolina
$440K
5
COLIM
5
City of London Investment Management
United Kingdom
$418K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.7M
2
Ameriprise
2
Ameriprise
Minnesota
$313K
3
ASN
3
Advisory Services Network
Georgia
$0
4
Wells Fargo
4
Wells Fargo
California
$8.51M
5
RFM
5
Royal Fund Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BRWM
26
B. Riley Wealth Management
Tennessee
$242K 26,330 +1,095 +4%
SW
27
SVB Wealth
Massachusetts
$230K 25,000 – –
NCM
28
Narwhal Capital Management
Georgia
$219K 23,870 +220 +0.9%
PCM
29
Pointe Capital Management
Michigan
$207K 22,500 – –
CAN
30
Cetera Advisor Networks
California
$194K 21,074 -10,882 -34%
WS
31
Wedbush Securities
California
$189K 20,603 -1,917 -9%
BF
32
BOK Financial
Oklahoma
$167K 18,156 – –
WSTAM
33
Wilbanks Smith & Thomas Asset Management
Virginia
$164K 17,807 +4,907 +38%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$159K 17,300 +17,300 New
APP
35
Avantax Planning Partners
Iowa
$152K 16,500 +16,500 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$147K 16,000 +2,400 +18%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$135K 14,654 – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$112K 12,247 +12,247 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$91K 9,900 -7,500 -43%
APA
40
American Portfolios Advisors
New York
$35.4K 3,850 -50 -1%
EP
41
Eudaimonia Partners
Tennessee
$23K 2,500 +2,500 New
EWM
42
EPG Wealth Management
Georgia
$21K 2,286 +2,286 New
EIP
43
Ellis Investment Partners
Pennsylvania
$15K 1,727 +17 +1%
CHC
44
City Holding Co
West Virginia
$14K 1,500 – –
SIS
45
Sound Income Strategies
Florida
$12K 1,318 +1,318 New
GWS
46
Glassman Wealth Services
Virginia
$11K 1,250 +1,250 New
CFD
47
Creative Financial Designs
Indiana
$7K 800 +800 New
RCM
48
Rivernorth Capital Management
Florida
– – -98,986 Closed
ASN
49
Advisory Services Network
Georgia
– – -33,500 Closed
RFM
50
Royal Fund Management
Florida
– – -23,989 Closed
1
2
3