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FIRST TR SENIOR FLOATING RATE
FIRST TR SENIOR FLOATING RATE. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 3 Institutional holders with a total value of $4,248,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FIRST FOUNDATION ADVISORS 219,507 3,036,000 71.47%
2 Accuvest Global Advisors 65,040 900,000 21.19%
3 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 22,580 312,000 7.34%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.