Latest Institutional Purchases of First Trust Senior Floating Rate Income Fund Ii (FCT)
This list provides information on the latest institutional transactions involving First Trust Senior Floating Rate Income Fund Ii (FCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
190K+ 38.37% |
$1.94M - $1.99M
|
684K
$7.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
147K+ 26719.45% |
$1.5M - $1.54M
|
148K
$1.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
119KNew |
$1.21M - $1.25M
|
119K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
115K+ 25.62% |
$1.18M - $1.21M
|
565K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
114K+ 6.81% |
$1.16M - $1.19M
|
1.78M
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
87.2K+ 152.1% |
$889K - $916K
|
144K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
83.1K+ 14.39% |
$848K - $873K
|
661K
$6.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.4KNew |
$391K - $403K
|
38.4K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
36.9KNew |
$376K - $388K
|
36.9K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.6K+ 40.6% |
$333K - $343K
|
113K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
30.9K+ 4.18% |
$315K - $324K
|
768K
$7.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.5K+ 7.7% |
$270K - $278K
|
370K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
25.9KNew |
$264K - $272K
|
25.9K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.9K+ 235.96% |
$254K - $262K
|
35.5K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
16.5KNew |
$168K - $173K
|
16.5K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$122K - $126K
|
12K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.7K+ 3.27% |
$119K - $123K
|
369K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
9.56K+ 13.6% |
$97.5K - $100K
|
79.9K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.38K+ 15.34% |
$75.3K - $77.5K
|
55.5K
$576K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.8K+ 27.03% |
$69.4K - $71.5K
|
32K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.28K+ 4.83% |
$64.1K - $66K
|
136K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.84K+ 22.57% |
$49.4K - $50.9K
|
26.3K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.77K+ 41.7% |
$48.6K - $50.1K
|
16.2K
$168K
|
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
4.03K+ 1.73% |
$41.1K - $42.4K
|
237K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
3.45K+ 1.63% |
$35.1K - $36.2K
|
215K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.1K+ 27.8% |
$31.6K - $32.6K
|
14.3K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3K+ 8.06% |
$30.6K - $31.5K
|
40.2K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.95KNew |
$30.1K - $31K
|
2.95K
$30.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9K+ 10.6% |
$29.6K - $30.5K
|
30.2K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.67K+ 5.73% |
$27.3K - $28.1K
|
49.3K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.56K+ 0.68% |
$26.1K - $26.9K
|
381K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.67K+ 10.78% |
$17K - $17.5K
|
17.2K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.4KNew |
$14.3K - $14.7K
|
1.4K
$14.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.4K+ 22.05% |
$14.3K - $14.7K
|
7.75K
$80.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1K+ 100.0% |
$10.2K - $10.5K
|
2K
$20.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
835+ 2.91% |
$8.52K - $8.78K
|
29.6K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
477+ 0.79% |
$4.87K - $5.01K
|
60.9K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
91+ 9.03% |
$928 - $956
|
1.1K
$11.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 1.77% |
$592 - $610
|
3.34K
$34.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 2.49% |
$184 - $189
|
740
$7.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13+ 2.7% |
$133 - $137
|
495
$5.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
46.3KNew |
$455K - $485K
|
46.3K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
9.05K+ 2.15% |
$88.9K - $94.7K
|
431K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1K+ 5.0% |
$9.82K - $10.5K
|
21K
$218K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
517New |
$5.08K - $5.41K
|
517
$5.37K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
312New |
$3.06K - $3.26K
|
312
$3.24K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
193+ 0.91% |
$1.9K - $2.02K
|
21.4K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
65+ 2.86% |
$638 - $680
|
2.34K
$24.3K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
32.5K+ 66.19% |
$328K - $343K
|
81.6K
$847K
|
|