Cyndeo Wealth Partners LLC Buys 12,423 Shares of First Trust Senior Loan ETF $FTSL

Cyndeo Wealth Partners LLC boosted its stake in First Trust Senior Loan ETF (NASDAQ:FTSL) by 3.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 403,906 shares of the company’s stock after purchasing an additional 12,423 shares during the period. First Trust Senior Loan ETF comprises 1.0% of Cyndeo Wealth Partners LLC’s investment portfolio, making the stock its 23rd largest position. Cyndeo Wealth Partners LLC owned 0.79% of First Trust Senior Loan ETF worth $18,531,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Cozad Asset Management Inc. grew its holdings in shares of First Trust Senior Loan ETF by 2.0% in the third quarter. Cozad Asset Management Inc. now owns 11,957 shares of the company’s stock worth $548,000 after purchasing an additional 233 shares during the last quarter. Oppenheimer & Co. Inc. raised its holdings in First Trust Senior Loan ETF by 0.5% during the 3rd quarter. Oppenheimer & Co. Inc. now owns 44,136 shares of the company’s stock valued at $2,023,000 after buying an additional 234 shares during the last quarter. Columbia Advisory Partners LLC boosted its position in First Trust Senior Loan ETF by 3.1% during the 3rd quarter. Columbia Advisory Partners LLC now owns 8,242 shares of the company’s stock valued at $378,000 after buying an additional 244 shares during the period. Integrated Advisors Network LLC grew its holdings in First Trust Senior Loan ETF by 0.4% in the 3rd quarter. Integrated Advisors Network LLC now owns 69,505 shares of the company’s stock worth $3,186,000 after acquiring an additional 251 shares during the last quarter. Finally, CreativeOne Wealth LLC grew its holdings in First Trust Senior Loan ETF by 4.5% in the 3rd quarter. CreativeOne Wealth LLC now owns 7,186 shares of the company’s stock worth $329,000 after acquiring an additional 311 shares during the last quarter.

First Trust Senior Loan ETF Stock Performance

FTSL stock opened at $44.86 on Friday. The firm’s 50-day moving average price is $45.31 and its two-hundred day moving average price is $45.69. First Trust Senior Loan ETF has a 12-month low of $44.30 and a 12-month high of $46.19.

First Trust Senior Loan ETF Dividend Announcement

The firm also recently declared a monthly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 20th were issued a dividend of $0.24 per share. This represents a c) dividend on an annualized basis and a yield of 6.4%. The ex-dividend date was Friday, February 20th.

First Trust Senior Loan ETF Profile

The First Trust Senior Loan Fund (FTSL) is an exchange-traded fund that is based on the S&P\u002FLSTA U.S. Leveraged Loan 100 index. The fund holds senior floating rate bank loans from firms around the globe. The actively managed fund can hold up to 20% of assets in non-senior loans, including high-yield bonds and equities. FTSL was launched on May 1, 2013 and is managed by First Trust.