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

First Trust Senior Floating Rate Income Fund II logo
$9.99 +0.04 (+0.40%)
Closing price 03:59 PM Eastern
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$9.98 -0.01 (-0.05%)
As of 07:33 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)
44
Total
Institutional Inflows
(last 12 months)
$36.05M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$14.65M
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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
9/9/2025 NWF Advisory Services Inc.24,187$246K0.0%+5.9%0.000%
9/4/2025 Osaic 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%
8/15/2025 Bank of America Corp DE643,395$6.54M0.0%+2.0%0.000%
8/15/2025 Ameriprise Financial Inc.188,001$1.91M0.0%+27.8%0.000%
8/14/2025 Jane Street Group LLC14,181$144K0.0%N/A0.000%
8/13/2025 Guggenheim Capital LLC523,301$5.32M0.0%-16.8%0.000%
8/13/2025 Invesco 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%
8/12/2025 Advisors 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%
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%
7/21/2025 TFG 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%
5/14/2025Jones Road Capital Management L.P.398,000$4.04M2.5%-7.6%0.000%
5/13/2025Elequin Capital LP6,292$64K0.0%N/A0.000%
5/13/2025Kovitz Investment Group Partners LLC333,112$3.38M0.0%-9.7%0.000%
5/13/2025Sit Investment Associates Inc.103,158$1.05M0.0%-6.8%0.000%
5/12/2025Invesco Ltd.374,797$3.80M0.0%-1.5%0.000%
5/9/2025Shaker Financial Services LLC167,587$1.70M0.7%+16.0%0.000%
5/8/2025Helium Advisors LLC124,416$1.26M0.9%+4.6%0.000%
5/8/2025Shufro Rose & Co. LLC82,100$832K0.1%+5.1%0.000%
5/7/2025LPL Financial LLC497,608$5.05M0.0%-14.6%0.000%
5/6/2025Cetera Investment Advisers44,370$450K0.0%-10.0%0.000%
5/5/2025Edgemoor Investment Advisors Inc.639,011$6.48M0.6%-1.9%0.000%
5/5/2025IFP Advisors Inc179,057$1.82M0.1%+21.4%0.000%
5/2/2025Cullen Frost Bankers Inc.13,000$132K0.0%+30.0%0.000%
4/29/2025Penserra Capital Management LLC358,963$3.64M0.1%-53.3%0.000%
4/29/2025Concurrent Investment Advisors LLC12,700$129K0.0%-10.9%0.000%
4/28/2025D.A. Davidson & CO.222,315$2.25M0.0%-2.7%0.000%
4/28/2025Strategic Financial Concepts LLC38,500$390K0.1%+21.1%0.000%
4/25/2025Verity Asset Management Inc.15,024$152K0.1%N/A0.000%
4/21/2025Kingswood Wealth Advisors LLC17,107$173K0.0%-46.5%0.000%
4/16/2025GraniteShares Advisors LLC252,814$2.56M1.6%+6.5%0.000%
4/11/2025SeaCrest Wealth Management LLC18,280$185K0.0%+6.6%0.000%
4/9/2025RFG Advisory LLC31,986$324K0.0%+21.6%0.000%
4/9/2025NBC Securities Inc.2,810$28K0.0%+140,400.0%0.000%
4/7/2025GAMMA Investing LLC5,242$517K0.0%+913.9%0.000%
2/25/2025Shufro Rose & Co. LLC78,100$808K0.1%-4.3%0.000%
2/24/2025Ameriflex Group Inc.17,736$186K0.1%N/A0.000%
2/18/2025Helium Advisors LLC118,962$1.23M1.0%N/A0.000%
2/17/2025Pathstone Holdings LLC684,329$7.08M0.0%+38.4%0.000%
2/17/2025Cetera Investment Advisers49,292$510K0.0%+5.7%0.000%
2/17/2025Bank of America Corp DE671,198$6.95M0.0%-7.3%0.000%
2/17/2025Ameriprise Financial Inc.136,378$1.41M0.0%+4.8%0.000%
2/14/2025Virtus ETF Advisers LLC79,865$827K0.3%+13.6%0.000%
2/14/2025Kovitz Investment Group Partners LLC368,867$3.82M0.0%+3.3%0.000%
2/14/2025Stifel Financial Corp78,212$809K0.0%-5.4%0.000%
2/14/2025Shaker Financial Services LLC144,453$1.50M0.6%+152.1%0.000%
2/13/20251607 Capital Partners LLC201,208$2.08M0.2%-33.2%0.000%
2/13/2025Guggenheim Capital LLC660,702$6.84M0.1%+14.4%0.000%
2/13/2025Rockefeller Capital Management L.P.55,485$574K0.0%+15.3%0.000%
2/13/2025Raymond James Financial Inc.38,382$397K0.0%N/A0.000%
2/13/2025Invesco Ltd.380,667$3.94M0.0%+0.7%0.000%
2/13/2025Envestnet Asset Management Inc.30,238$313K0.0%+10.6%0.000%
2/13/2025Sit Investment Associates Inc.110,724$1.15M0.0%-2.1%0.000%
2/13/2025Wells Fargo & Company MN113,070$1.17M0.0%+40.6%0.000%
2/12/2025TrueMark Investments LLC74,533$771K0.2%-17.3%0.000%
2/11/2025LPL Financial LLC582,567$6.03M0.0%-34.1%0.000%
2/10/2025Advisors Asset Management Inc.564,847$5.85M0.1%+25.6%0.000%
2/10/2025Edgemoor Investment Advisors Inc.651,136$6.74M0.6%-7.5%0.000%
2/10/2025Commonwealth Equity Services LLC370,185$3.83M0.0%+7.7%0.000%
2/7/2025Independent Advisor Alliance25,908$268K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.38,382$397K0.0%N/A0.000%
2/4/2025GraniteShares Advisors LLC237,494$2.46M1.6%+1.7%0.000%
2/4/2025IFP Advisors Inc147,507$1.53M0.1%N/A0.000%
2/3/2025Concurrent Investment Advisors LLC14,250$147K0.0%+27.8%0.000%
1/31/2025D.A. Davidson & CO.228,530$2.37M0.0%-2.3%0.000%
1/31/2025Sanctuary Advisors LLC36,016$376K0.0%-10.1%0.000%
1/30/2025Strategic Financial Concepts LLC31,800$329K0.0%+14.0%0.000%
1/30/2025Nations Financial Group Inc. IA ADV19,192$199K0.0%-6.2%0.000%
1/28/2025TFG Advisers LLC215,204$2.23M0.8%+1.6%0.000%
1/28/2025Strategic Financial Concepts LLC334,305$3.46M0.0%+1,098.2%0.000%
1/22/2025Kingswood Wealth Advisors LLC31,958$331K0.0%+27.0%0.000%
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%
1/17/2025Avior Wealth Management LLC7,749$80K0.0%+22.1%0.000%
1/15/2025Moss Adams Wealth Advisors LLC16,477$171K0.0%N/A0.000%
1/14/2025SeaCrest 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%
11/8/2024Avior Wealth Management LLC6,349$66K0.0%+647.8%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, 78 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), Advisors Asset Management Inc. ($6.75M), Bank of America Corp DE ($6.54M), Edgemoor Investment Advisors Inc. ($6.48M), Relative Value Partners Group LLC ($5.66M), and Guggenheim Capital LLC ($5.32M).Learn more on First Trust Senior Floating Rate Income Fund II's institutional investors.

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

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 ($748.15K), Pathstone Holdings LLC ($604.87K), Strategic Financial Concepts LLC ($586.08K), Kovitz Investment Group Partners LLC ($368.87K), Advisors Asset Management Inc. ($347.46K), Commonwealth Equity Services LLC ($239.42K), and GraniteShares Advisors LLC ($231.74K).

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

Institutional investors have bought a total of 3,499,062 shares in the last 24 months. This purchase volume represents approximately $36.05M in transactions.

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

Of the 27 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: Penserra Capital Management LLC ($409.10K), LPL Financial LLC ($386.33K), 1607 Capital Partners LLC ($143.71K), Guggenheim Capital LLC ($105.60K), Edgemoor Investment Advisors Inc. ($64.64K), Bank of America Corp DE ($52.91K), and Kovitz Investment Group Partners LLC ($35.76K).

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

Institutional investors have sold a total of 1,430,477 shares in the last 24 months. This volume of shares sold represents approximately $14.65M in transactions.


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This page (NYSE:FCT) was last updated on 9/15/2025 by MarketBeat.com Staff
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