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

$9.87 +0.02 (+0.20%)
As of 03:51 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)
40
Total
Institutional Inflows
(last 12 months)
$37.09M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$13.00M
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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
5/21/2025 Geneos Wealth Management Inc.39,867$404K0.0%+12.4%0.000%
5/16/2025 Advisors Asset Management Inc.626,785$6.36M0.1%+11.0%0.000%
5/16/2025 1607 Capital Partners LLC157,708$1.60M0.1%-21.6%0.000%
5/15/2025 Royal Bank of Canada167,829$1.70M0.0%+12.4%0.000%
5/14/2025 Jones Road Capital Management L.P.398,000$4.04M2.5%-7.6%0.000%
5/13/2025 Elequin Capital LP6,292$64K0.0%N/A0.000%
5/13/2025 Kovitz Investment Group Partners LLC333,112$3.38M0.0%-9.7%0.000%
5/13/2025 Sit Investment Associates Inc.103,158$1.05M0.0%-6.8%0.000%
5/12/2025 Invesco Ltd.374,797$3.80M0.0%-1.5%0.000%
5/9/2025 Shaker Financial Services LLC167,587$1.70M0.7%+16.0%0.000%
5/8/2025 Helium Advisors LLC124,416$1.26M0.9%+4.6%0.000%
5/8/2025 Shufro Rose & Co. LLC82,100$832K0.1%+5.1%0.000%
5/7/2025 LPL Financial LLC497,608$5.05M0.0%-14.6%0.000%
5/6/2025 Cetera Investment Advisers44,370$450K0.0%-10.0%0.000%
5/5/2025 Edgemoor Investment Advisors Inc.639,011$6.48M0.6%-1.9%0.000%
5/5/2025 IFP Advisors Inc179,057$1.82M0.1%+21.4%0.000%
5/2/2025 Cullen Frost Bankers Inc.13,000$132K0.0%+30.0%0.000%
4/29/2025 Penserra Capital Management LLC358,963$3.64M0.1%-53.3%0.000%
4/29/2025 Concurrent Investment Advisors LLC12,700$129K0.0%-10.9%0.000%
4/28/2025 D.A. Davidson & CO.222,315$2.25M0.0%-2.7%0.000%
4/28/2025 Strategic Financial Concepts LLC38,500$390K0.1%+21.1%0.000%
4/25/2025 Verity Asset Management Inc.15,024$152K0.1%N/A0.000%
4/21/2025 Kingswood Wealth Advisors LLC17,107$173K0.0%-46.5%0.000%
4/16/2025 GraniteShares Advisors LLC252,814$2.56M1.6%+6.5%0.000%
4/11/2025 SeaCrest Wealth Management LLC18,280$185K0.0%+6.6%0.000%
4/9/2025 RFG Advisory LLC31,986$324K0.0%+21.6%0.000%
4/9/2025 NBC Securities Inc.2,810$28K0.0%+140,400.0%0.000%
4/7/2025 GAMMA Investing LLC5,242$517K0.0%+913.9%0.000%
2/25/2025 Shufro Rose & Co. LLC78,100$808K0.1%-4.3%0.000%
2/24/2025 Ameriflex Group Inc.17,736$186K0.1%N/A0.000%
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%
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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%
1/31/2025Sanctuary 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%
11/25/2024Sanctuary Advisors LLC40,066$417K0.0%-20.9%0.000%
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%
9/5/2024Sanctuary 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%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
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%
(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, 73 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), Pathstone Holdings LLC ($7.08M), Bank of America Corp DE ($6.95M), Guggenheim Capital LLC ($6.84M), Edgemoor Investment Advisors Inc. ($6.48M), Advisors Asset Management Inc. ($6.36M), and Relative Value Partners Group LLC ($5.66M).Learn more on FCT's institutional investors.

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

Of the 61 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 ($582.48K), Kovitz Investment Group Partners LLC ($368.87K), LPL Financial LLC ($332.95K), Advisors Asset Management Inc. ($310.28K), and Commonwealth Equity Services LLC ($239.42K).

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

Institutional investors have bought a total of 5,370,849 shares in the last 24 months. This purchase volume represents approximately $54.87M 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: Penserra Capital Management LLC ($409.10K), LPL Financial LLC ($386.33K), 1607 Capital Partners LLC ($143.71K), Edgemoor Investment Advisors Inc. ($128.04K), City of London Investment Management Co. Ltd. ($126.42K), Shaker Financial Services LLC ($124.71K), 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 1,929,192 shares in the last 24 months. This volume of shares sold represents approximately $19.60M in transactions.


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This page (NYSE:FCT) was last updated on 6/12/2025 by MarketBeat.com Staff
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