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

First Trust Senior Floating Rate Income Fund II logo
$9.67 0.00 (-0.04%)
Closing price 08/7/2026
Extended Trading
$9.67 0.00 (0.00%)
As of 08/7/2026 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
35
Total
Institutional Inflows
(last 12 months)
$21.04M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$10.64M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CoreCap Advisors LLC3,441$33K0.0%+97.6%0.000%
7/2/2026 CX Institutional2,738$26K0.0%-88.6%0.000%
5/19/2026Bank of America Corp DE515,236$4.97M0.0%-4.8%0.000%
5/19/2026Genesis Financial Group LLC43,114$416K0.3%+3.6%0.000%
5/18/2026Royal Bank of Canada103,767$1M0.0%-3.3%0.000%
5/13/2026 Cetera Investment Advisers65,666$633K0.0%+3.6%0.000%
5/5/2026 Sanctuary Advisors LLC10,790$104K0.0%-65.7%0.000%
5/4/2026 NWF Advisory Services Inc.15,537$150K0.0%-18.3%0.000%
5/2/2026 International Assets Investment Management LLC53,039$504K0.0%+20.7%0.000%
4/30/2026 Kestra Advisory Services LLC18,083$174K0.0%-12.4%0.000%
4/20/2026 RFG Advisory LLC23,196$224K0.0%-74.5%0.000%
4/15/2026 Nations Financial Group Inc. IA ADV11,922$115K0.0%-12.9%0.000%
3/17/2026 Rockefeller Capital Management L.P.49,085$494K0.0%-14.1%0.000%
3/3/2026 NWF Advisory Services Inc.19,017$192K0.0%-28.3%0.000%
2/25/2026 Sit Investment Associates Inc.349,329$3.52M0.1%+340.6%0.000%
2/19/2026Invesco Ltd.653,730$6.58M0.0%+3.0%0.000%
2/18/2026XTX Topco Ltd10,587$107K0.0%N/A0.000%
2/18/2026 Virtus Investment Advisers LLC65,895$664K0.2%-21.8%0.000%
2/18/2026Readystate Asset Management LP36,803$371K0.0%N/A0.000%
2/18/2026Balyasny Asset Management L.P.111,622$1.12M0.0%N/A0.000%
2/18/20261607 Capital Partners LLC94,651$953K0.1%+77.0%0.000%
2/17/2026 Guggenheim Capital LLC242,671$2.44M0.0%-28.2%0.000%
2/17/2026Almitas Capital LLC88,034$887K0.2%N/A0.000%
2/17/2026 Cetera Investment Advisers63,378$638K0.0%+40.5%0.000%
2/17/2026Royal Bank of Canada107,305$1.08M0.0%-2.6%0.000%
2/16/2026 Yakira Capital Management Inc.49,810$502K0.2%N/A0.000%
2/16/2026 Focus Partners Wealth241,905$2.44M0.0%N/A0.000%
2/13/2026 Kestra Advisory Services LLC20,640$208K0.0%-39.9%0.000%
2/13/2026 Stifel Financial Corp107,616$1.08M0.0%+12.9%0.000%
2/13/2026Wells Fargo & Company MN125,759$1.27M0.0%-9.0%0.000%
2/12/2026Advisors Asset Management Inc.682,771$6.88M0.1%-5.1%0.000%
2/12/2026 Helium Advisors LLC12,087$122K0.1%-75.4%0.000%
2/12/2026 Commonwealth Equity Services LLC50,869$512K0.0%-86.5%0.000%
2/11/2026 Janney Montgomery Scott LLC66,948$674K0.0%-2.2%0.000%
2/11/2026 LPL Financial LLC435,236$4.38M0.0%-4.4%0.000%
2/10/2026 Edgemoor Investment Advisors Inc.490,037$4.94M0.4%-18.4%0.000%
2/6/2026 Global Retirement Partners LLC9,955$100K0.0%+181.9%0.000%
2/6/2026 Cullen Frost Bankers Inc.8,000$81K0.0%-38.5%0.000%
2/3/2026 International Assets Investment Management LLC43,939$442K0.0%N/A0.000%
2/3/2026 RFG Advisory LLC90,817$915K0.0%-7.9%0.000%
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2/2/2026 Wolverine Asset Management LLC95,518$962K0.0%N/A0.000%
1/30/2026 Verity Asset Management Inc.67,772$682K0.3%+166.0%0.000%
1/29/2026 D.A. Davidson & CO.252,303$2.54M0.0%+3.2%0.000%
1/29/2026 UBS Group AG252,376$2.54M0.0%+20.5%0.000%
1/29/2026 Sanctuary Advisors LLC31,415$316K0.0%-11.5%0.000%
1/26/2026 Nations Financial Group Inc. IA ADV13,683$138K0.0%-24.5%0.000%
1/16/2026Genesis Financial Group LLC41,607$419K0.2%N/A0.000%
12/2/2025 IFP Advisors Inc170,507$1.71M0.0%-5.3%0.000%
11/17/2025 Verity Asset Management Inc.25,474$255K0.1%+62.0%0.000%
11/17/2025Bank of America Corp DE604,588$6.05M0.0%-6.0%0.000%
11/17/20251607 Capital Partners LLC53,461$535K0.0%-66.2%0.000%
11/17/2025Ameriprise Financial Inc.268,985$2.69M0.0%+43.1%0.000%
11/14/2025Raymond James Financial Inc.56,986$570K0.0%+25.8%0.000%
11/14/2025Equitable Holdings Inc.19,663$197K0.0%-41.4%0.000%
11/13/2025Invesco Ltd.634,778$6.35M0.0%+24.0%0.000%
11/13/2025 Seven Mile Advisory17,562$176K0.0%N/A0.000%
11/13/2025 UBS Group AG209,481$2.10M0.0%+6.2%0.000%
11/10/2025 Alteri Wealth LLC10,370$104K0.0%N/A0.000%
11/6/2025Advisors Asset Management Inc.719,607$7.20M0.1%+8.4%0.000%
11/6/2025 Edgemoor Investment Advisors Inc.600,577$6.01M0.5%-4.5%0.000%
11/6/2025 RFG Advisory LLC98,558$986K0.0%+192.3%0.000%
11/5/2025 Envestnet Asset Management Inc.31,396$314K0.0%+12.0%0.000%
11/4/2025 Penserra Capital Management LLC714,654$7.15M0.1%+93.2%0.000%
11/3/2025 Truist Financial Corp34,731$347K0.0%+14.8%0.000%
10/31/2025 NWF Advisory Services Inc.26,537$265K0.0%+9.7%0.000%
10/23/2025 Ethos Financial Group LLC21,108$211K0.0%N/A0.000%
10/23/2025 CX Institutional60,402$604K0.0%N/A0.000%
10/22/2025 Geneos Wealth Management Inc.34,716$347K0.0%-15.1%0.000%
10/22/2025 D.A. Davidson & CO.244,589$2.45M0.0%+3.2%0.000%
10/21/2025 Moss Adams Wealth Advisors LLC15,435$154K0.0%-6.9%0.000%
10/21/2025 GraniteShares Advisors LLC295,710$2.96M1.7%+9.7%0.000%
10/15/2025World Investment Advisors35,288$353K0.0%N/A0.000%
9/9/2025 NWF Advisory Services Inc.24,187$246K0.0%+5.9%0.000%
9/4/2025Osaic Holdings Inc.38,562$392K0.0%-10.1%0.000%
8/18/2025 Tactive Advisors LLC11,230$114K0.0%N/A0.000%
8/18/2025 Geneos Wealth Management Inc.40,891$415K0.0%+2.6%0.000%
8/15/2025 Helium Advisors LLC88,944$904K0.6%-28.5%0.000%
8/15/2025Bank of America Corp DE643,395$6.54M0.0%+2.0%0.000%
8/15/2025Ameriprise Financial Inc.188,001$1.91M0.0%+27.8%0.000%
8/14/2025Jane Street Group LLC14,181$144K0.0%N/A0.000%
8/13/2025 Guggenheim Capital LLC523,301$5.32M0.0%-16.8%0.000%
8/13/2025Invesco Ltd.512,105$5.20M0.0%+36.6%0.000%
8/13/2025 Everstar Asset Management LLC43,345$440K0.3%-6.5%0.000%
8/13/2025 Virtus Investment Advisers LLC81,640$829K0.3%-20.2%0.000%
8/12/2025Advisors Asset Management Inc.663,961$6.75M0.1%+5.9%0.000%
8/8/2025 Cetera Investment Advisers35,392$360K0.0%-20.2%0.000%
8/7/2025 WESCAP Management Group Inc.18,111$184K0.0%-18.2%0.000%
8/6/2025 Penserra Capital Management LLC369,896$3.76M0.1%+3.0%0.000%
8/5/2025 Shaker Financial Services LLC166,080$1.69M0.6%-0.9%0.000%
8/5/2025 Strategic Financial Concepts LLC42,100$428K0.1%+9.4%0.000%
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7/30/2025 D.A. Davidson & CO.236,902$2.41M0.0%+6.6%0.000%
7/28/2025 RFG Advisory LLC33,717$343K0.0%+5.4%0.000%
7/24/2025 Accredited Investor Services LLC10,147$103K0.1%N/A0.000%
7/21/2025TFG Advisers LLC222,532$2.26M0.8%+1.5%0.000%
7/17/2025 GraniteShares Advisors LLC269,666$2.74M1.7%+6.7%0.000%
7/9/2025 Sunpointe LLC17,697$180K0.1%N/A0.000%
5/21/2025Geneos Wealth Management Inc.39,867$404K0.0%+12.4%0.000%
5/16/2025Advisors Asset Management Inc.626,785$6.36M0.1%+11.0%0.000%
5/16/20251607 Capital Partners LLC157,708$1.60M0.1%-21.6%0.000%
5/15/2025Royal Bank of Canada167,829$1.70M0.0%+12.4%0.000%


FCT Institutional Ownership - Frequently Asked Questions

During the previous two years, 78 institutional investors and hedge funds held shares of First Trust Senior Floating Rate Income Fund II. The most heavily invested institutionals were Penserra Capital Management LLC ($7.15M), Pathstone Holdings LLC ($7.08M), Advisors Asset Management Inc. ($6.88M), Invesco Ltd. ($6.58M), Bank of America Corp DE ($4.97M), Edgemoor Investment Advisors Inc. ($4.94M), and LPL Financial LLC ($4.38M).Learn more on First Trust Senior Floating Rate Income Fund II's institutional investors.

Of the 66 institutional investors that purchased First Trust Senior Floating Rate Income Fund II's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($1.09M), Pathstone Holdings LLC ($604.87K), Kovitz Investment Group Partners LLC ($368.87K), Advisors Asset Management Inc. ($346.24K), Strategic Financial Concepts LLC ($320.61K), Invesco Ltd. ($281.49K), and Sit Investment Associates Inc. ($270.05K).

Institutional investors have bought a total of 2,099,423 shares in the last 24 months. This purchase volume represents approximately $21.04M in transactions.

Of the 25 institutional investors that sold First Trust Senior Floating Rate Income Fund II's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($327.10K), Edgemoor Investment Advisors Inc. ($138.61K), 1607 Capital Partners LLC ($104.50K), Guggenheim Capital LLC ($95.47K), RFG Advisory LLC ($75.36K), Bank of America Corp DE ($65.01K), and Helium Advisors LLC ($37.07K).

Institutional investors have sold a total of 1,066,118 shares in the last 24 months. This volume of shares sold represents approximately $10.64M in transactions.


Related Companies

Institutional ownership data for NYSE:FCT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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