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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
900
shares
|
$8,595
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
878
shares
|
$8,384
0.0% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
800
shares
|
$7,640
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
517
shares
|
$4,937
0.0% of portfolio
|
Q1 2025
Reduced 90.14%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
492
shares
|
$4,698
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
312
shares
|
$2,979
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
241
shares
|
$2,301
0.0% of portfolio
|
Q4 2024
Reduced 35.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
183
shares
|
$1,747
0.0% of portfolio
|
Q3 2025
Added 37.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
150
shares
|
$1,432
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
149
shares
|
$1,422
0.0% of portfolio
|
Q4 2023
Reduced 48.44%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
112
shares
|
$1,069
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|