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

$10.36 +0.04 (+0.41%)
As of 01/21/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Senior Floating Rate Income Fund II (NYSE:FCT)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$31.23M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.12M
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FCT Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.35,477$367K0.0%+236.0%0.000%
1/21/2025RFG 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%
11/25/2024Sanctuary Advisors LLC40,066$417K0.0%-20.9%0.000%
11/15/2024Kovitz Investment Group Partners LLC357,190$3.64M0.0%N/A0.000%
11/13/2024D.A. Davidson & CO.233,885$2.42M0.0%-3.0%0.000%
11/12/2024Penserra Capital Management LLC737,213$7.64M0.2%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.26,306$273K0.0%-34.2%0.000%
11/8/2024Advisors 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%
11/7/2024Pathstone Holdings LLC494,547$5.12M0.0%+522.4%0.000%
11/5/2024Nations Financial Group Inc. IA ADV20,466$212K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC57,300$594K0.2%-12.1%0.000%
10/22/2024TFG Advisers LLC211,759$2.19M0.8%-2.1%0.000%
10/16/2024 SeaCrest Wealth Management LLC15,483$160K0.0%+11.1%0.000%
9/5/2024Sanctuary Advisors LLC50,672$523K0.0%N/A0.000%
8/7/2024Edgemoor Investment Advisors Inc.718,862$7.25M0.7%-2.5%0.000%
8/6/2024Strategic Financial Concepts LLC265,472$26K0.0%+1,095.8%0.000%
8/3/2024Shaker Financial Services LLC65,165$657K0.3%+9.8%0.000%
8/2/2024Wolverine Asset Management LLC7,884$79K0.0%N/A0.000%
8/1/2024GraniteShares Advisors LLC195,530$1.97M0.7%+14.3%0.000%
7/31/2024Commonwealth Equity Services LLC305,460$3.08M0.0%+17.4%0.000%
7/31/2024Concurrent Investment Advisors LLC11,150$112K0.0%+11.5%0.000%
7/26/2024TFG 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%
7/10/2024Simplicity Wealth LLC17,846$180K0.0%N/A0.000%
7/9/2024Kingswood 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%
5/14/2024Advisors Asset Management Inc.296,725$3.07M0.1%+12.6%0.000%
5/10/2024City of London Investment Management Co. Ltd.407,784$4.22M0.3%+10.1%0.000%
5/7/2024Oppenheimer & Co. Inc.17,600$182K0.0%+11.0%0.000%
5/6/2024TFG Advisers LLC195,031$2.02M0.8%+3.2%0.000%
4/29/2024Commonwealth Equity Services LLC260,297$2.69M0.0%+43.4%0.000%
4/22/2024Strategic Financial Concepts LLC22,200$230K0.1%N/A0.000%
4/22/2024GraniteShares Advisors LLC171,140$1.77M0.9%+14.6%0.000%
4/18/2024 SeaCrest Wealth Management LLC13,805$143K0.0%+29.3%0.000%
4/15/2024Kingswood Wealth Advisors LLC15,778$163K0.0%-26.9%0.000%
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4/11/2024RFG Advisory LLC12,576$130K0.0%N/A0.000%
4/5/2024CWM LLC21,210$220K0.0%+15.0%0.000%
3/27/2024Nomura Holdings Inc.16,645$168K0.0%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.27,955$282K0.0%-28.6%0.000%
2/14/2024Jones Road Capital Management L.P.370,054$3.73M1.0%+57.5%0.000%
2/13/2024Jones Financial Companies Lllp2,700$27K0.0%N/A0.000%
2/13/20241607 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%
2/9/2024City of London Investment Management Co. Ltd.370,522$3.74M0.3%-10.9%0.000%
2/9/2024D.A. Davidson & CO.220,839$2.23M0.0%-6.3%0.000%
2/8/2024Matisse Capital35,989$363K0.2%-48.4%0.000%
2/7/2024Edgemoor Investment Advisors Inc.746,834$7.54M0.8%-4.1%0.000%
2/7/2024Shaker Financial Services LLC26,675$269K0.1%+8.1%0.000%
2/1/2024CWM LLC18,439$186K0.0%N/A0.000%
1/30/2024GraniteShares Advisors LLC149,356$1.51M1.4%N/A0.000%
1/25/2024 International Assets Investment Management LLC94,231$9.34M0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC94,231$9.34M0.0%N/A0.000%
1/19/2024Realta Investment Advisors14,414$145K0.0%+21.2%0.000%
1/19/2024Wagner Wealth Management LLC292,322$2.95M1.0%-4.8%0.000%
1/18/2024 SeaCrest Wealth Management LLC10,675$104K0.0%N/A0.000%
1/16/2024Kingswood 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%
11/15/2023Stonebridge Capital Advisors LLC3,180$32K0.0%N/A0.000%
11/15/2023Advisors Asset Management Inc.303,075$3.03M0.1%+8.5%0.000%
11/14/2023AQR Arbitrage LLC126,563$1.27M0.1%-13.9%0.000%
11/14/2023Clough Capital Partners L P16,586$166K0.0%-74.9%0.000%
11/13/2023LPL Financial LLC1,371,779$13.72M0.0%+12.0%0.000%
11/9/2023City of London Investment Management Co. Ltd.415,950$4.16M0.4%-16.3%0.000%
11/9/2023UBS Group AG220,635$2.21M0.0%+2.0%0.000%
11/8/2023Westchester Capital Management LLC43,269$433K0.0%+83.4%0.000%
11/8/2023D.A. Davidson & CO.235,759$2.36M0.0%-13.5%0.000%
11/7/2023Virtus ETF Advisers LLC68,101$681K0.4%+84.4%0.000%
11/4/2023NBC Securities Inc.2,842$28K0.0%N/A0.000%
11/2/2023Cullen Frost Bankers Inc.10,000$100K0.0%+42.9%0.000%
11/2/2023Shaker Financial Services LLC24,676$247K0.1%-76.9%0.000%
10/24/2023Raymond James & Associates10,226$102K0.0%-14.7%0.000%
10/23/2023Commonwealth Equity Services LLC167,800$1.68M0.0%+112.9%0.000%
10/19/2023TFG Advisers LLC188,548$1.89M0.9%+0.9%0.000%
10/18/2023Wagner Wealth Management LLC306,961$3.07M1.1%+66.8%0.000%
10/13/2023Matisse Capital69,740$697K0.5%-49.1%0.000%
8/18/2023SFI Advisors LLC12,633$125K0.1%+9.5%0.000%
8/15/2023Prevail Innovative Wealth Advisors LLC28,630$283K0.2%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.13,355$132K0.0%-80.3%0.000%
8/11/2023Guggenheim Capital LLC467,270$4.63M0.0%-9.0%0.000%
8/11/2023D.A. Davidson & CO.272,709$2.70M0.0%-0.5%0.000%
8/10/2023Cetera Investment Advisers33,736$334K0.0%+34.8%0.000%
8/9/2023Edgemoor Investment Advisors Inc.792,435$7.85M0.9%-1.6%0.000%
8/9/2023Coastal Investment Advisors Inc.11,895$118K0.0%-8.6%0.000%
8/7/2023Shaker Financial Services LLC106,695$1.06M0.5%-24.6%0.000%
Kamala’s final humiliation (Ad)

Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors. The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term…

Watch my latest video now.
8/4/2023Cullen Frost Bankers Inc.7,000$69K0.0%N/A0.000%
8/3/2023Shufro Rose & Co. LLC51,600$511K0.0%-2.8%0.000%
8/3/2023Oppenheimer & Co. Inc.15,854$157K0.0%N/A0.000%
7/31/2023LPL Financial LLC1,224,814$12.13M0.0%+17.9%0.000%
7/28/2023Wagner Wealth Management LLC183,992$1.82M0.7%-4.9%0.000%
7/27/2023B. Riley Wealth Advisors Inc.34,961$346K0.0%+10.5%0.000%
7/25/2023Raymond James & Associates11,991$119K0.0%-15.6%0.000%
7/6/2023Glassy Mountain Advisors Inc.16,312$161K0.1%N/A0.000%
6/28/2023Relative Value Partners Group LLC340,985$3.39M0.2%+21.3%0.000%
5/25/2023AEGON USA Investment Management LLC30,017$299K0.1%+11.1%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, 68 institutional investors and hedge funds held shares of First Trust Senior Floating Rate Income Fund II. The most heavily invested institutionals were LPL Financial LLC ($13.72M), International Assets Investment Management LLC ($9.34M), Penserra Capital Management LLC ($7.64M), Edgemoor Investment Advisors Inc. ($7.25M), 1607 Capital Partners LLC ($6.84M), Relative Value Partners Group LLC ($5.66M), and Pathstone Holdings LLC ($5.12M).Learn more on FCT's institutional investors.

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

Of the 59 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 ($415.08K), LPL Financial LLC ($393.90K), Kovitz Investment Group Partners LLC ($357.19K), Jones Road Capital Management L.P. ($300.05K), Strategic Financial Concepts LLC ($265.47K), 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 4,782,824 shares in the last 24 months. This purchase volume represents approximately $48.33M in transactions.

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

Of the 28 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), Guggenheim Capital LLC ($130.14K), City of London Investment Management Co. Ltd. ($126.42K), Shaker Financial Services LLC ($124.71K), Edgemoor Investment Advisors Inc. ($107.55K), Matisse Capital ($100.91K), and Landscape Capital Management L.L.C. ($76.39K).

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

Institutional investors have sold a total of 1,474,174 shares in the last 24 months. This volume of shares sold represents approximately $14.66M in transactions.


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This page (NYSE:FCT) was last updated on 1/22/2025 by MarketBeat.com Staff
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