Kingswood Wealth Advisors, LLC First Trust Senior Floating Rate Income Fund Ii Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Senior Floating Rate Income Fund Ii stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,778 shares of FCT stock, worth $159,988. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,778
Previous 21,591
26.92%
Holding current value
$159,988
Previous $218 Million
25.04%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FCT
# of Institutions
76Shares Held
11.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.48MShares$25.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$13.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC887KShares$9 Million0.0% of portfolio
-
Edgemoor Investment Advisors, Inc.737KShares$7.48 Million0.73% of portfolio
-
Relative Value Partners Group, LLC Northbrook, IL570KShares$5.78 Million0.36% of portfolio
About FIRST TRUST SENIOR FLOATING RATE INCOME FUND II
- Ticker FCT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- First Trust Senior Floating Rate Income Fund II is a closed-ended fixed income mutual fund launched and managed by First Trust Advisors L.P. The fund invests in the fixed income markets of the United States. It seeks to invest in a portfolio of senior secured floating rate corporate loans. The fund benchmarks the performance of its portfolio aga...