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S&P 500   3,811.15
DOW   30,932.37
QQQ   314.14
pixel
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S&P 500   3,811.15
DOW   30,932.37
QQQ   314.14
pixel
pixel
S&P 500   3,811.15
DOW   30,932.37
QQQ   314.14
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NYSE:FIV

First Trust Senior Floating Rate 2022 Target Term Fund Institutional Ownership

$9.30
+0.04 (+0.43 %)
(As of 02/26/2021 12:00 AM ET)
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Today's Range
$9.25
Now: $9.30
$9.32
50-Day Range
$9.07
MA: $9.22
$9.33
52-Week Range
$5.23
Now: $9.30
$9.33
Volume65,287 shs
Average Volume92,284 shs
Market CapitalizationN/A
P/E RatioN/A
Dividend Yield0.04%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for First Trust Senior Floating Rate 2022 Target Term Fund (NYSE:FIV)

 

Institutional Buying and Selling by Quarter


First Trust Senior Floating Rate 2022 Target Term Fund (NYSE FIV) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
2/16/2021Almitas Capital LLC200,736$1.81M1.8%N/A0.000%
2/16/2021Morgan Stanley2,220,869$19.97M0.0%-14.0%0.000%
2/12/2021Stifel Financial Corp80,146$0.72M0.0%-4.5%0.000%
2/12/2021Raymond James Financial Services Advisors Inc.16,404$0.15M0.0%+17.8%0.000%
2/12/2021LPL Financial LLC63,184$0.57M0.0%-16.3%0.000%
2/12/2021Virtus ETF Advisers LLC18,536$0.17M0.1%-12.6%0.000%
2/11/2021B. Riley Wealth Management Inc.120,279$1.08M0.1%+43.7%0.000%
2/11/2021Steward Partners Investment Advisory LLC154,466$1.39M0.0%-38.5%0.000%
2/11/2021Moors & Cabot Inc.19,500$0.18M0.0%N/A0.000%
2/11/2021Oder Investment Management LLC232,656$2.09M2.0%N/A0.000%
2/10/2021Biltmore Capital Advisors LLC716,087$6.44M1.8%+9.1%0.000%
2/9/2021Wells Fargo & Company MN999,417$8.98M0.0%-2.0%0.000%
2/9/2021Arkadios Wealth Advisors6,482$58K0.0%N/A0.000%
2/3/2021Shaker Financial Services LLC200,682$1.80M0.8%+8.1%0.000%
2/2/2021Narwhal Capital Management95,345$0.86M0.1%+424.0%0.000%
1/26/2021Sterneck Capital Management LLC212,917$1.91M1.4%-2.9%0.000%
1/22/2021Cypress Wealth Services LLC35,017$0.32M0.1%-200.0%0.000%
1/20/2021Kestra Advisory Services LLC18,784$0.17M0.0%N/A0.000%
1/19/2021FNY Investment Advisers LLC5,020$45K0.0%N/A0.000%
11/17/2020Jane Street Group LLC41,531$0.35M0.0%N/A0.000%
11/16/2020Rivernorth Capital Management LLC1,195,289$10.09M0.6%+970.5%0.000%
11/16/2020CNH Partners LLC25,352$0.21M0.0%-28.2%0.000%
11/13/2020Morgan Stanley2,583,642$21.81M0.0%-16.5%0.000%
11/13/2020Truist Financial Corp45,352$0.38M0.0%-9.8%0.000%
11/13/2020Virtus ETF Advisers LLC21,201$0.18M0.1%-23.3%0.000%
11/12/2020Relative Value Partners Group LLC282,188$2.38M0.2%+3.6%0.000%
11/9/2020Shaker Financial Services LLC185,678$1.57M0.8%+37.5%0.000%
11/9/2020LPL Financial LLC75,458$0.64M0.0%+12.3%0.000%
11/5/2020Wells Fargo & Company MN1,019,664$8.61M0.0%-12.8%0.000%
11/4/2020Raymond James Financial Services Advisors Inc.13,921$0.12M0.0%-13.1%0.000%
11/4/2020Raymond James & Associates632,486$5.34M0.0%+4.8%0.000%
10/30/2020Steward Partners Investment Advisory LLC251,054$2.12M0.1%-28.8%0.000%
10/26/2020Narwhal Capital Management18,195$0.15M0.0%-9.9%0.000%
10/14/2020Sterneck Capital Management LLC219,288$1.85M1.6%+5.0%0.000%
8/17/2020CNH Partners LLC35,314$0.29M0.0%+177.1%0.000%
8/14/2020Bank of America Corp DE736,060$6.08M0.0%-0.8%0.000%
8/14/2020Stifel Financial Corp88,573$0.73M0.0%+1.9%0.000%
8/14/2020Advisor Group Holdings Inc.324,925$2.68M0.0%+3.4%0.000%
8/11/2020Biltmore Capital Advisors LLC498,160$4.12M1.1%+112.1%0.000%
8/6/2020Steward Partners Investment Advisory LLC352,633$2.91M0.1%-2.3%0.000%
8/6/2020Shaker Financial Services LLC135,052$1.12M0.6%+164.3%0.000%
8/5/2020Virtus ETF Advisers LLC27,624$0.23M0.1%-85.3%0.000%
7/31/2020UBS Group AG332,858$2.75M0.0%-3.7%0.000%
7/28/2020Raymond James & Associates603,290$4.98M0.0%+112.8%0.000%
7/20/2020International Assets Investment Management LLC22,000$0.18M0.0%-26.3%0.000%
7/17/2020Raymond James Financial Services Advisors Inc.16,017$0.13M0.0%+9.2%0.000%
6/16/2020Royal Bank of Canada165,939$1.22M0.0%-16.2%0.000%
5/26/2020Morgan Stanley2,950,211$21.63M0.0%+9.7%0.000%
5/18/2020RiverNorth Capital Management LLC169,112$1.24M0.1%N/A0.000%
5/18/2020Advisor Group Holdings Inc.314,233$2.30M0.0%N/A0.000%
5/15/2020CNH Partners LLC12,744$93K0.0%N/A0.000%
5/15/2020Invesco Ltd.447,229$3.28M0.0%+5.5%0.000%
5/15/2020Morgan Stanley2,950,211$21.63M0.0%+9.7%0.000%
5/14/2020Virtus ETF Advisers LLC188,163$1.38M0.6%-18.0%0.000%
5/14/2020Wells Fargo & Company MN1,092,098$8.01M0.0%+18.0%0.000%
5/14/2020Clear Harbor Asset Management LLC53,295$0.39M0.1%+6.8%0.000%
5/13/2020Proequities Inc.5,000$37K0.0%N/A0.000%
5/8/2020Toroso Investments LLC44,691$0.33M0.1%N/A0.000%
5/8/2020Clear Harbor Asset Management LLC53,295$0.39M0.1%+6.8%0.000%
5/6/2020Wilbanks Smith & Thomas Asset Management LLC28,307$0.21M0.0%+59.0%0.000%
5/5/2020EPG Wealth Management LLC4,040$30K0.0%+76.7%0.000%
5/1/2020Shaker Financial Services LLC51,093$0.38M0.3%-12.8%0.000%
5/1/2020Arlington Capital Management Inc.56,360$0.41M0.4%-6.3%0.000%
5/1/2020UBS Group AG345,616$2.53M0.0%+12.2%0.000%
4/30/2020Janney Montgomery Scott LLC17,500$0.13M0.0%+9.4%0.000%
4/30/2020Intl Fcstone Inc.13,265$97K0.1%-52.0%0.000%
4/30/2020Narwhal Capital Management21,040$0.15M0.0%-11.9%0.000%
4/29/2020Biltmore Capital Advisors LLC234,892$1.72M0.6%N/A0.000%
4/29/2020Steward Partners Investment Advisory LLC360,953$2.65M0.1%+49.5%0.000%
4/28/2020Sterneck Capital Management LLC208,867$1.53M1.5%-2.8%0.000%
4/21/2020Raymond James & Associates283,444$2.08M0.0%+55.6%0.000%
2/18/2020Sterneck Capital Management LLC214,871$1.98M1.6%-7.9%0.000%
2/17/2020Ladenburg Thalmann Financial Services Inc.9,900$91K0.0%-43.1%0.000%
2/14/2020B. Riley Wealth Management Inc.26,330$0.24M0.0%+4.3%0.000%
2/14/2020Bank of America Corp DE718,065$6.60M0.0%+5.7%0.000%
2/14/2020UBS Group AG308,083$2.83M0.0%-6.7%0.000%
2/13/2020Virtus ETF Advisers LLC229,572$2.11M0.3%+11.7%0.000%
2/13/2020Wilbanks Smith & Thomas Asset Management LLC17,807$0.16M0.0%+38.0%0.000%
2/13/2020Stifel Financial Corp63,759$0.59M0.0%+64.2%0.000%
2/13/2020Relative Value Partners Group LLC372,476$3.43M0.3%+3.9%0.000%
2/12/2020City of London Investment Management Co. Ltd.45,560$0.42M0.0%N/A0.000%
2/12/2020Advisor Group Inc.298,533$2.74M0.0%+224.4%0.000%
2/12/2020Raymond James & Associates182,197$1.67M0.0%+42.2%0.000%
2/12/2020Citigroup Inc.28,514$0.26M0.0%N/A0.000%
2/10/2020Arlington Capital Management Inc.60,167$0.55M0.3%+65.3%0.000%
2/10/2020Cetera Advisor Networks LLC21,074$0.19M0.0%-34.1%0.000%
2/4/2020Shaker Financial Services LLC58,608$0.54M0.2%-26.7%0.000%
2/4/2020Cambridge Investment Research Advisors Inc.17,300$0.16M0.0%N/A0.000%
1/29/2020Clear Harbor Asset Management LLC49,920$0.46M0.1%+7.5%0.000%
1/21/2020Janney Montgomery Scott LLC16,000$0.15M0.0%+17.6%0.000%
1/17/2020Steward Partners Investment Advisory LLC241,468$2.22M0.1%+26.2%0.000%
1/15/2020Honkamp Krueger Financial Services Inc.16,500$0.15M0.0%N/A0.000%
11/27/2019Stifel Financial Corp38,831$0.34M0.0%-4.9%0.000%
11/27/2019Rivernorth Capital Management LLC98,986$0.88M0.0%-31.1%0.000%
11/6/2019Arlington Capital Management Inc.36,399$0.32M0.2%-9.9%0.000%
10/31/2019Narwhal Capital Management23,650$0.21M0.0%+41.7%0.000%
10/30/2019Shaker Financial Services LLC79,930$0.71M0.4%+36.9%0.000%
10/30/2019BB&T Securities LLC49,880$0.44M0.0%-14.0%0.000%
10/30/2019Steward Partners Investment Advisory LLC191,371$1.69M0.1%+11.9%0.000%
10/29/2019Janney Montgomery Scott LLC13,600$0.12M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

This page was last updated on 2/28/2021 by MarketBeat.com Staff

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