30,646 First Trust Senior Loan ETF $FTSL Shares Purchased by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC boosted its position in First Trust Senior Loan ETF (NASDAQ:FTSL) by 6.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 499,972 shares of the company’s stock after buying an additional 30,646 shares during the quarter. First Trust Senior Loan ETF accounts for approximately 1.0% of Cyndeo Wealth Partners LLC’s holdings, making the stock its 19th biggest holding. Cyndeo Wealth Partners LLC’s holdings in First Trust Senior Loan ETF were worth $22,284,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in FTSL. Helium Advisors LLC boosted its position in First Trust Senior Loan ETF by 1.6% in the 1st quarter. Helium Advisors LLC now owns 15,603 shares of the company’s stock valued at $699,000 after buying an additional 243 shares during the last quarter. Integrated Wealth Concepts LLC increased its position in shares of First Trust Senior Loan ETF by 4.4% during the second quarter. Integrated Wealth Concepts LLC now owns 6,388 shares of the company’s stock worth $286,000 after acquiring an additional 268 shares during the last quarter. Arete Wealth Advisors LLC increased its position in shares of First Trust Senior Loan ETF by 0.8% during the first quarter. Arete Wealth Advisors LLC now owns 44,621 shares of the company’s stock worth $2,000,000 after acquiring an additional 358 shares during the last quarter. Roxbury Financial LLC lifted its stake in shares of First Trust Senior Loan ETF by 18.2% in the third quarter. Roxbury Financial LLC now owns 3,019 shares of the company’s stock worth $135,000 after acquiring an additional 465 shares in the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC lifted its stake in shares of First Trust Senior Loan ETF by 17.9% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 3,513 shares of the company’s stock worth $157,000 after acquiring an additional 533 shares in the last quarter.

First Trust Senior Loan ETF Price Performance

Shares of FTSL opened at $44.56 on Friday. First Trust Senior Loan ETF has a one year low of $44.37 and a one year high of $46.09. The stock has a 50-day moving average price of $44.81 and a 200 day moving average price of $44.90.

First Trust Senior Loan ETF Dividend Announcement

The firm also recently announced a monthly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Thursday, September 24th were given a $0.2250 dividend. This represents a $2.70 dividend on an annualized basis and a dividend yield of 6.1%. The ex-dividend date of this dividend was Thursday, September 24th.

First Trust Senior Loan ETF Company 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.