EP Wealth Advisors LLC Has $686,000 Stock Holdings in VanEck Floating Rate ETF (NYSEARCA:FLTR)

EP Wealth Advisors LLC lowered its stake in shares of VanEck Floating Rate ETF (NYSEARCA:FLTR) by 18.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 26,946 shares of the company’s stock after selling 6,079 shares during the period. EP Wealth Advisors LLC’s holdings in VanEck Floating Rate ETF were worth $686,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the stock. IFP Advisors Inc raised its holdings in shares of VanEck Floating Rate ETF by 56.2% during the fourth quarter. IFP Advisors Inc now owns 2,731 shares of the company’s stock worth $70,000 after acquiring an additional 983 shares in the last quarter. Principal Securities Inc. lifted its holdings in shares of VanEck Floating Rate ETF by 29.4% during the 4th quarter. Principal Securities Inc. now owns 5,082 shares of the company’s stock valued at $129,000 after buying an additional 1,155 shares during the last quarter. Benjamin Edwards Inc. bought a new position in VanEck Floating Rate ETF during the fourth quarter valued at approximately $201,000. Scotia Capital Inc. bought a new stake in VanEck Floating Rate ETF in the fourth quarter worth approximately $213,000. Finally, SageOak Financial LLC acquired a new position in shares of VanEck Floating Rate ETF during the 4th quarter worth $218,000.

VanEck Floating Rate ETF Price Performance

FLTR stock opened at $25.35 on Friday. VanEck Floating Rate ETF has a 1 year low of $24.59 and a 1 year high of $25.58. The company has a fifty day simple moving average of $25.37 and a 200 day simple moving average of $25.45.

VanEck Floating Rate ETF Profile

The VanEck Investment Grade Floating Rate ETF (FLTR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of US dollar-denominated, investment-grade floating-rate notes issued by corporate entities. FLTR was launched on Apr 25, 2011 and is managed by VanEck.