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 79 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
19,192
shares
|
$194,990
0.02% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
17,736
shares
|
$180,197
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
17,152
shares
|
$174,264
0.02% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
16,477
shares
|
$167,406
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,193
shares
|
$164,520
0.0% of portfolio
|
Q4 2024
Added 41.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
14,250
shares
|
$144,780
0.0% of portfolio
|
Q4 2024
Added 27.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,993
shares
|
$121,848
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,757
shares
|
$109,291
0.0% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
10,000
shares
|
$101,600
0.0% of portfolio
|
Q3 2023
Added 42.86%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
10,000
shares
|
$101,600
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
7,749
shares
|
$78,729
0.0% of portfolio
|
Q4 2024
Added 22.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,341
shares
|
$33,944
0.0% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,949
shares
|
$29,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,220
shares
|
$22,555
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$20,320
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,400
shares
|
$14,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,358
shares
|
$13,797
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,100
shares
|
$11,176
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,099
shares
|
$11,165
0.0% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
740
shares
|
$7,518
0.0% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
517
shares
|
$5,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
495
shares
|
$5,029
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
312
shares
|
$3,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
241
shares
|
$2,448
0.0% of portfolio
|
Q4 2024
Reduced 35.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
150
shares
|
$1,524
0.0% of portfolio
|
Q2 2023
New holding
|