Free Trial
→ Federal Reserve Reveals Disturbing New Plan To Control Your Money (From Weiss Ratings) (Ad)tc pixel Free FCT Stock Alerts

This company has been marked as potentially delisted and may not be actively trading.

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

First Trust Senior Floating Rate Income Fund II logo
Compare

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$20.90M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$10.60M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026CoreCap 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%
5/13/2026Cetera Investment Advisers65,666$633K0.0%+3.6%0.000%
5/5/2026Sanctuary Advisors LLC10,790$104K0.0%-65.7%0.000%
5/4/2026NWF Advisory Services Inc.15,537$150K0.0%-18.3%0.000%
5/2/2026International Assets Investment Management LLC53,039$504K0.0%+20.7%0.000%
4/30/2026Kestra Advisory Services LLC18,083$174K0.0%-12.4%0.000%
4/20/2026RFG Advisory LLC23,196$224K0.0%-74.5%0.000%
4/15/2026Nations Financial Group Inc. IA ADV11,922$115K0.0%-12.9%0.000%
3/17/2026Rockefeller Capital Management L.P.49,085$494K0.0%-14.1%0.000%
3/3/2026NWF Advisory Services Inc.19,017$192K0.0%-28.3%0.000%
2/25/2026Sit 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%
2/18/2026Virtus 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%
2/17/2026Guggenheim Capital LLC242,671$2.44M0.0%-28.2%0.000%
2/17/2026Almitas Capital LLC88,034$887K0.2%N/A0.000%
2/17/2026Cetera Investment Advisers63,378$638K0.0%+40.5%0.000%
2/17/2026Royal Bank of Canada107,305$1.08M0.0%-2.6%0.000%
2/16/2026Yakira Capital Management Inc.49,810$502K0.2%N/A0.000%
2/16/2026Focus Partners Wealth241,905$2.44M0.0%N/A0.000%
2/13/2026Kestra Advisory Services LLC20,640$208K0.0%-39.9%0.000%
2/13/2026Stifel 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%
2/12/2026Helium Advisors LLC12,087$122K0.1%-75.4%0.000%
2/12/2026Commonwealth Equity Services LLC50,869$512K0.0%-86.5%0.000%
2/11/2026Janney Montgomery Scott LLC66,948$674K0.0%-2.2%0.000%
2/11/2026LPL Financial LLC435,236$4.38M0.0%-4.4%0.000%
2/10/2026Edgemoor Investment Advisors Inc.490,037$4.94M0.4%-18.4%0.000%
2/6/2026Global Retirement Partners LLC9,955$100K0.0%+181.9%0.000%
2/6/2026Cullen Frost Bankers Inc.8,000$81K0.0%-38.5%0.000%
2/3/2026International Assets Investment Management LLC43,939$442K0.0%N/A0.000%
2/3/2026RFG Advisory LLC90,817$915K0.0%-7.9%0.000%
Trump's about to unleash his Midterm Weapon (Ad)

Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower prices before November 3. One small oil and gas company sits atop the largest oil and gas deposit ever found on American soil and is integrating AI technology into its wells, with margins rivaling firms valued ten times higher. A previous stock pick from this same screening process rose more than 1,000 percent in under 12 months.tc pixel

Read the full pre-midterm energy stock briefing now
2/2/2026Wolverine Asset Management LLC95,518$962K0.0%N/A0.000%
1/30/2026Verity Asset Management Inc.67,772$682K0.3%+166.0%0.000%
1/29/2026D.A. Davidson & CO.252,303$2.54M0.0%+3.2%0.000%
1/29/2026UBS Group AG252,376$2.54M0.0%+20.5%0.000%
1/29/2026Sanctuary Advisors LLC31,415$316K0.0%-11.5%0.000%
1/26/2026Nations Financial Group Inc. IA ADV13,683$138K0.0%-24.5%0.000%
1/16/2026Genesis Financial Group LLC41,607$419K0.2%N/A0.000%
12/2/2025IFP Advisors Inc170,507$1.71M0.0%-5.3%0.000%
11/17/2025Verity 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%
11/13/2025Seven Mile Advisory17,562$176K0.0%N/A0.000%
11/13/2025UBS Group AG209,481$2.10M0.0%+6.2%0.000%
11/10/2025Alteri Wealth LLC10,370$104K0.0%N/A0.000%
11/6/2025Advisors Asset Management Inc.719,607$7.20M0.1%+8.4%0.000%
11/6/2025Edgemoor Investment Advisors Inc.600,577$6.01M0.5%-4.5%0.000%
11/6/2025RFG Advisory LLC98,558$986K0.0%+192.3%0.000%
11/5/2025Envestnet Asset Management Inc.31,396$314K0.0%+12.0%0.000%
11/4/2025Penserra Capital Management LLC714,654$7.15M0.1%+93.2%0.000%
11/3/2025Truist Financial Corp34,731$347K0.0%+14.8%0.000%
10/31/2025NWF Advisory Services Inc.26,537$265K0.0%+9.7%0.000%
10/23/2025Ethos Financial Group LLC21,108$211K0.0%N/A0.000%
10/23/2025 CX Institutional60,402$604K0.0%N/A0.000%
10/22/2025Geneos Wealth Management Inc.34,716$347K0.0%-15.1%0.000%
10/22/2025D.A. Davidson & CO.244,589$2.45M0.0%+3.2%0.000%
10/21/2025Moss Adams Wealth Advisors LLC15,435$154K0.0%-6.9%0.000%
10/21/2025GraniteShares Advisors LLC295,710$2.96M1.7%+9.7%0.000%
10/15/2025World Investment Advisors35,288$353K0.0%N/A0.000%
9/9/2025NWF Advisory Services Inc.24,187$246K0.0%+5.9%0.000%
9/4/2025Osaic Holdings Inc.38,562$392K0.0%-10.1%0.000%
8/18/2025Tactive Advisors LLC11,230$114K0.0%N/A0.000%
8/18/2025Geneos Wealth Management Inc.40,891$415K0.0%+2.6%0.000%
8/15/2025Helium 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%
8/13/2025Guggenheim Capital LLC523,301$5.32M0.0%-16.8%0.000%
8/13/2025Invesco Ltd.512,105$5.20M0.0%+36.6%0.000%
8/13/2025Everstar Asset Management LLC43,345$440K0.3%-6.5%0.000%
8/13/2025Virtus 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%
8/8/2025Cetera Investment Advisers35,392$360K0.0%-20.2%0.000%
8/7/2025WESCAP Management Group Inc.18,111$184K0.0%-18.2%0.000%
8/6/2025Penserra Capital Management LLC369,896$3.76M0.1%+3.0%0.000%
8/5/2025Shaker Financial Services LLC166,080$1.69M0.6%-0.9%0.000%
8/5/2025Strategic Financial Concepts LLC42,100$428K0.1%+9.4%0.000%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's visibility into consumer bank transactions. A pilot program is reportedly already underway, with wider rollout at major banks possibly beginning this summer. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what the document says and what steps account holders might consider.tc pixel

Click here to see the document and learn protective steps
7/30/2025D.A. Davidson & CO.236,902$2.41M0.0%+6.6%0.000%
7/28/2025RFG Advisory LLC33,717$343K0.0%+5.4%0.000%
7/24/2025Accredited Investor Services LLC10,147$103K0.1%N/A0.000%
7/21/2025TFG Advisers LLC222,532$2.26M0.8%+1.5%0.000%
7/17/2025GraniteShares Advisors LLC269,666$2.74M1.7%+6.7%0.000%
7/9/2025Sunpointe 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 65 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 2,085,812 shares in the last 24 months. This purchase volume represents approximately $20.90M in transactions.

Of the 24 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 1,061,770 shares in the last 24 months. This volume of shares sold represents approximately $10.60M 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.
From Our Partners
Urgent Attention to Executive Order #14363 (Buy This Stock Before Oct. 20th
Marc Chaikin, a 60-year Wall Street veteran whose past clients include George Soros and Steve Cohen, built a s...
Chaikin Analytics | Sponsoredtc pixel
Free Ticker: Anthropic's silent partner could soar after record $2 trillion IPO
Anthropic's IPO prospectus just leaked, revealing 261 pages tied to a record $2 trillion valuation. Beyond ...
Monument Traders Alliance | Sponsoredtc pixel
Tomorrow, Wall Street goes home for two days
Tomorrow at 4 PM Eastern, Wall Street closes for the weekend. Fund managers and billion-dollar accounts leave,...
Tim Sykes | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
How options let you do more with less capital
Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fractio...
Base Camp Trading | Sponsoredtc pixel
Urgent: Invest In ‘Elon’s iPhone’ Before July 22nd
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel