Free Trial
→ This Crypto Is Set to Explode in February (From Crypto 101 Media) (Ad) Free FCT Stock Alerts

First Trust Senior Floating Rate Income Fund II (FCT) Institutional Ownership

$10.38 -0.02 (-0.14%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for First Trust Senior Floating Rate Income Fund II (NYSE:FCT)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$37.53M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.43M
Get FCT Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Senior Floating Rate Income Fund II stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FCT Institutional Buying and Selling by Quarter

First Trust Senior Floating Rate Income Fund II Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Helium Advisors LLC118,962$1.23M1.0%N/A0.000%
2/17/2025 Pathstone Holdings LLC684,329$7.08M0.0%+38.4%0.000%
2/17/2025 Cetera Investment Advisers49,292$510K0.0%+5.7%0.000%
2/17/2025 Bank of America Corp DE671,198$6.95M0.0%-7.3%0.000%
2/17/2025 Ameriprise Financial Inc.136,378$1.41M0.0%+4.8%0.000%
2/14/2025 Virtus ETF Advisers LLC79,865$827K0.3%+13.6%0.000%
2/14/2025 Kovitz Investment Group Partners LLC368,867$3.82M0.0%+3.3%0.000%
2/14/2025 Stifel Financial Corp78,212$809K0.0%-5.4%0.000%
2/14/2025 Shaker Financial Services LLC144,453$1.50M0.6%+152.1%0.000%
2/13/2025 1607 Capital Partners LLC201,208$2.08M0.2%-33.2%0.000%
2/13/2025 Guggenheim Capital LLC660,702$6.84M0.1%+14.4%0.000%
2/13/2025 Rockefeller Capital Management L.P.55,485$574K0.0%+15.3%0.000%
2/13/2025 Raymond James Financial Inc.38,382$397K0.0%N/A0.000%
2/13/2025 Invesco Ltd.380,667$3.94M0.0%+0.7%0.000%
2/13/2025 Envestnet Asset Management Inc.30,238$313K0.0%+10.6%0.000%
2/13/2025 Sit Investment Associates Inc.110,724$1.15M0.0%-2.1%0.000%
2/13/2025 Wells Fargo & Company MN113,070$1.17M0.0%+40.6%0.000%
2/12/2025 TrueMark Investments LLC74,533$771K0.2%-17.3%0.000%
2/11/2025 LPL Financial LLC582,567$6.03M0.0%-34.1%0.000%
2/10/2025 Advisors Asset Management Inc.564,847$5.85M0.1%+25.6%0.000%
2/10/2025 Edgemoor Investment Advisors Inc.651,136$6.74M0.6%-7.5%0.000%
2/10/2025 Commonwealth Equity Services LLC370,185$3.83M0.0%+7.7%0.000%
2/7/2025 Independent Advisor Alliance25,908$268K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.38,382$397K0.0%N/A0.000%
2/4/2025 GraniteShares Advisors LLC237,494$2.46M1.6%+1.7%0.000%
2/4/2025 IFP Advisors Inc147,507$1.53M0.1%N/A0.000%
2/3/2025 Concurrent Investment Advisors LLC14,250$147K0.0%+27.8%0.000%
1/31/2025 D.A. Davidson & CO.228,530$2.37M0.0%-2.3%0.000%
1/31/2025 Sanctuary Advisors LLC36,016$376K0.0%-10.1%0.000%
1/30/2025 Strategic Financial Concepts LLC31,800$329K0.0%+14.0%0.000%
1/30/2025 Nations Financial Group Inc. IA ADV19,192$199K0.0%-6.2%0.000%
1/28/2025 TFG Advisers LLC215,204$2.23M0.8%+1.6%0.000%
1/28/2025 Strategic Financial Concepts LLC334,305$3.46M0.0%+1,098.2%0.000%
1/22/2025 Kingswood Wealth Advisors LLC31,958$331K0.0%+27.0%0.000%
1/21/2025 Geneos Wealth Management Inc.35,477$367K0.0%+236.0%0.000%
1/21/2025 RFG Advisory LLC26,296$272K0.0%+22.6%0.000%
1/17/2025 Avior Wealth Management LLC7,749$80K0.0%+22.1%0.000%
1/15/2025 Moss Adams Wealth Advisors LLC16,477$171K0.0%N/A0.000%
1/14/2025 SeaCrest Wealth Management LLC17,152$178K0.0%+10.8%0.000%
11/25/2024 Sanctuary Advisors LLC40,066$417K0.0%-20.9%0.000%
Important: case study on TGT (Ad)

Please take a look at THIS case study on Target (TGT) You’ll see exactly how the tool works to trade long and short, even when the markets seem to be predicting the exact opposite. Now, this tool has been so accurate over recent months that I’m planning to send you 14 more real-world examples of winning trades that anyone using this tool could have captured. And it’s all building to Monday, February 24 @ 1pm ET when I’ll bring the tool to the public for the first time and show you how you can put it on your own charts!

Tap here to catch the TGT case study and learn more
11/15/2024 Kovitz Investment Group Partners LLC357,190$3.64M0.0%N/A0.000%
11/13/2024 D.A. Davidson & CO.233,885$2.42M0.0%-3.0%0.000%
11/12/2024 Penserra Capital Management LLC737,213$7.64M0.2%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.26,306$273K0.0%-34.2%0.000%
11/8/2024 Advisors Asset Management Inc.449,632$4.66M0.1%+20.4%0.000%
11/8/2024 Avior Wealth Management LLC6,349$66K0.0%+647.8%0.000%
11/7/2024 Pathstone Holdings LLC494,547$5.12M0.0%+522.4%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV20,466$212K0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC57,300$594K0.2%-12.1%0.000%
10/22/2024 TFG Advisers LLC211,759$2.19M0.8%-2.1%0.000%
10/16/2024 SeaCrest Wealth Management LLC15,483$160K0.0%+11.1%0.000%
9/5/2024 Sanctuary Advisors LLC50,672$523K0.0%N/A0.000%
8/7/2024 Edgemoor Investment Advisors Inc.718,862$7.25M0.7%-2.5%0.000%
8/6/2024 Strategic Financial Concepts LLC265,472$26K0.0%+1,095.8%0.000%
8/3/2024 Shaker Financial Services LLC65,165$657K0.3%+9.8%0.000%
8/2/2024 Wolverine Asset Management LLC7,884$79K0.0%N/A0.000%
8/1/2024 GraniteShares Advisors LLC195,530$1.97M0.7%+14.3%0.000%
7/31/2024 Commonwealth Equity Services LLC305,460$3.08M0.0%+17.4%0.000%
7/31/2024 Concurrent Investment Advisors LLC11,150$112K0.0%+11.5%0.000%
7/26/2024 TFG Advisers LLC216,234$2.18M0.8%+10.9%0.000%
7/17/2024 Whitener Capital Management Inc.10,140$102K0.0%-23.5%0.000%
7/10/2024 Simplicity Wealth LLC17,846$180K0.0%N/A0.000%
7/9/2024 Kingswood Wealth Advisors LLC39,252$396K0.0%+148.8%0.000%
5/24/2024Cetera Advisors LLC19,381$201K0.0%N/A0.000%
5/16/2024B. Riley Wealth Advisors Inc.39,157$392K0.0%+40.1%0.000%
5/14/2024 Advisors Asset Management Inc.296,725$3.07M0.1%+12.6%0.000%
5/10/2024 City of London Investment Management Co. Ltd.407,784$4.22M0.3%+10.1%0.000%
5/7/2024 Oppenheimer & Co. Inc.17,600$182K0.0%+11.0%0.000%
5/6/2024 TFG Advisers LLC195,031$2.02M0.8%+3.2%0.000%
4/29/2024 Commonwealth Equity Services LLC260,297$2.69M0.0%+43.4%0.000%
4/22/2024 Strategic Financial Concepts LLC22,200$230K0.1%N/A0.000%
4/22/2024 GraniteShares Advisors LLC171,140$1.77M0.9%+14.6%0.000%
4/18/2024 SeaCrest Wealth Management LLC13,805$143K0.0%+29.3%0.000%
4/15/2024 Kingswood Wealth Advisors LLC15,778$163K0.0%-26.9%0.000%
4/11/2024 RFG Advisory LLC12,576$130K0.0%N/A0.000%
4/5/2024 CWM LLC21,210$220K0.0%+15.0%0.000%
3/27/2024 Nomura Holdings Inc.16,645$168K0.0%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.27,955$282K0.0%-28.6%0.000%
2/14/2024 Jones Road Capital Management L.P.370,054$3.73M1.0%+57.5%0.000%
2/13/2024 Jones Financial Companies Lllp2,700$27K0.0%N/A0.000%
2/13/2024 1607 Capital Partners LLC677,415$6.84M0.5%+7.3%0.000%
2/12/2024Relative Value Partners Group LLC560,545$5.66M0.3%+33.5%0.000%
2/9/2024 City of London Investment Management Co. Ltd.370,522$3.74M0.3%-10.9%0.000%
2/9/2024 D.A. Davidson & CO.220,839$2.23M0.0%-6.3%0.000%
2/8/2024 Matisse Capital35,989$363K0.2%-48.4%0.000%
2/7/2024 Edgemoor Investment Advisors Inc.746,834$7.54M0.8%-4.1%0.000%
2/7/2024 Shaker Financial Services LLC26,675$269K0.1%+8.1%0.000%
2/1/2024 CWM LLC18,439$186K0.0%N/A0.000%
1/30/2024 GraniteShares Advisors LLC149,356$1.51M1.4%N/A0.000%
1/25/2024 International Assets Investment Management LLC94,231$9.34M0.0%N/A0.000%
Critical ‘Buy Now’ Alert on My Favorite Stock! (Ad)

My absolute favorite stock just hit a critical "buy now" trigger price.

Click here for the ticker >>>
1/24/2024 International Assets Investment Management LLC94,231$9.34M0.0%N/A0.000%
1/19/2024 Realta Investment Advisors14,414$145K0.0%+21.2%0.000%
1/19/2024 Wagner Wealth Management LLC292,322$2.95M1.0%-4.8%0.000%
1/18/2024 SeaCrest Wealth Management LLC10,675$104K0.0%N/A0.000%
1/16/2024 Kingswood Wealth Advisors LLC21,591$218K0.0%N/A0.000%
1/16/2024Raymond James & Associates12,401$125K0.0%+21.3%0.000%
12/1/2023B. Riley Wealth Advisors Inc.39,157$392K0.0%+12.0%0.000%
11/15/2023 Stonebridge Capital Advisors LLC3,180$32K0.0%N/A0.000%
11/15/2023 Advisors Asset Management Inc.303,075$3.03M0.1%+8.5%0.000%
11/14/2023 AQR Arbitrage LLC126,563$1.27M0.1%-13.9%0.000%
(Data available from 1/1/2016 forward)

FCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCT shares?

During the previous two years, 75 institutional investors and hedge funds held shares of First Trust Senior Floating Rate Income Fund II. The most heavily invested institutionals were International Assets Investment Management LLC ($9.34M), Penserra Capital Management LLC ($7.64M), Pathstone Holdings LLC ($7.08M), Bank of America Corp DE ($6.95M), Guggenheim Capital LLC ($6.84M), Edgemoor Investment Advisors Inc. ($6.74M), and LPL Financial LLC ($6.03M).Learn more on FCT's institutional investors.

Which institutional investors have been buying First Trust Senior Floating Rate Income Fund II stock?

Of the 62 institutional investors that purchased First Trust Senior Floating Rate Income Fund II stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($737.21K), Pathstone Holdings LLC ($604.87K), Strategic Financial Concepts LLC ($575.78K), LPL Financial LLC ($393.90K), Kovitz Investment Group Partners LLC ($368.87K), Jones Road Capital Management L.P. ($300.05K), and Relative Value Partners Group LLC ($260.13K).

How much institutional buying is happening at First Trust Senior Floating Rate Income Fund II?

Institutional investors have bought a total of 5,759,435 shares in the last 24 months. This purchase volume represents approximately $58.68M in transactions.

Which First Trust Senior Floating Rate Income Fund II major shareholders have been selling company stock?

Of the 31 institutional investors that sold First Trust Senior Floating Rate Income Fund II stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($424.22K), LPL Financial LLC ($301.37K), Guggenheim Capital LLC ($130.14K), City of London Investment Management Co. Ltd. ($126.42K), Shaker Financial Services LLC ($124.71K), Edgemoor Investment Advisors Inc. ($120.64K), and Matisse Capital ($100.91K).

How much institutional selling is happening at First Trust Senior Floating Rate Income Fund II?

Institutional investors have sold a total of 1,889,502 shares in the last 24 months. This volume of shares sold represents approximately $19.06M in transactions.


Related Companies

This page (NYSE:FCT) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
What is this southern state hiding?
The financial press had a field day this week after President Donald Trump and Department of Government Effici...
Stansberry Research | Sponsored
Why Buffett and 100 members of Congress are Piling into this One Investment
This isn't just another investment. It might be the last retirement stock you'll ever need. But this win...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Market down? Do this now.
During Trump's first term, his tariffs sent gold prices soaring. Investors who acted early made a fortune. Now...
Colonial Metals | Sponsored
Elon Takes Aim at Social Security
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored