Institutional Ownership First Trust Senior Floating Rate Income Fund Ii (FCT)
This table provides information about the institutional ownership of First Trust Senior Floating Rate Income Fund Ii (FCT). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $96.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
19,663
shares
|
$187,781
0.0% of portfolio
|
Q3 2025
Reduced 41.44%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
19,104
shares
|
$182,443
0.12% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
19,085
shares
|
$182,261
0.02% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
18,126
shares
|
$173,103
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
18,111
shares
|
$172,960
0.04% of portfolio
|
Q2 2025
Reduced 18.21%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
17,697
shares
|
$169,006
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
17,562
shares
|
$167,717
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
16,691
shares
|
$159,399
0.01% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
15,435
shares
|
$147,404
0.01% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
13,287
shares
|
$126,890
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
13,000
shares
|
$124,150
0.0% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
12,700
shares
|
$121,285
0.0% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,757
shares
|
$102,729
0.0% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
10,370
shares
|
$99,033
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
10,000
shares
|
$95,500
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,531
shares
|
$33,721
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,810
shares
|
$26,835
0.0% of portfolio
|
Q1 2025
Added 140400.0%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,700
shares
|
$25,785
0.0% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,482
shares
|
$23,703
0.0% of portfolio
|
Q3 2025
Added 7200.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,220
shares
|
$21,201
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$19,100
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,672
shares
|
$15,967
0.0% of portfolio
|
Q3 2025
Added 23.12%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,400
shares
|
$13,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,106
shares
|
$10,562
0.01% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,100
shares
|
$10,505
0.01% of portfolio
|
Q3 2017
New holding
|
|