Latest Institutional Transactions on First Trust Senior Floating Rate Income Fund Ii (FCT)
This table provides information on the latest institutional transactions involving First Trust Senior Floating Rate Income Fund Ii (FCT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
3.3K+ 1.5% |
$29.9K - $33.5K
|
223K
$2.27M
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-100- 0.56% |
$908 - $1.02K
|
17.6K
$180K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
373+ 1.25% |
$3.39K - $3.79K
|
30.3K
$308K
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
100+ 0.61% |
$908 - $1.02K
|
16.6K
$169K
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
16.9K+ 6.67% |
$153K - $171K
|
270K
$2.75M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-220- 1.2% |
$2K - $2.24K
|
18.1K
$184K
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
17.7KNew |
$161K - $180K
|
17.7K
$180K
|
|
Q1 2025 | |||||||
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
494+ 2.82% |
$5.01K - $5.17K
|
18K
$184K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-744- 1.83% |
$7.54K - $7.79K
|
39.9K
$406K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
78+ 7.19% |
$791 - $817
|
1.16K
$11.9K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-253K- 36.99% |
$2.57M - $2.65M
|
431K
$4.39M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.6K- 6.05% |
$412K - $425K
|
631K
$6.43M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.9K+ 4.88% |
$882K - $910K
|
1.87M
$19M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.1KNew |
$143K - $148K
|
14.1K
$144K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-100- 3.39% |
$1.01K - $1.05K
|
2.85K
$29K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.5K+ 12.42% |
$188K - $194K
|
168K
$1.71M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
61.9K+ 10.97% |
$628K - $648K
|
627K
$6.39M
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-43.5K- 21.62% |
$441K - $455K
|
158K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.8KNew |
$231K - $239K
|
22.8K
$232K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64+ 0.11% |
$649 - $670
|
60.9K
$621K
|
|
May 14, 2025
Q1 2025
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-32.9K- 7.64% |
$334K - $345K
|
398K
$4.06M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-731- 1.32% |
$7.41K - $7.65K
|
54.8K
$558K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-745- 67.79% |
$7.55K - $7.8K
|
354
$3.61K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.7K+ 7.86% |
$109K - $112K
|
147K
$1.5M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38+ 0.23% |
$385 - $398
|
16.2K
$165K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-31.8K- 4.81% |
$322K - $333K
|
629K
$6.41M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
$5.07K - $5.24K
|
500
$5.1K
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
102KNew |
$1.04M - $1.07M
|
102K
$1.04M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.11K- 7.17% |
$82.2K - $84.9K
|
105K
$1.07M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-35.8K- 9.69% |
$363K - $374K
|
333K
$3.39M
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-7.57K- 6.83% |
$76.7K - $79.2K
|
103K
$1.05M
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.29KNew |
$63.8K - $65.9K
|
6.29K
$64.1K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
254New |
$2.58K - $2.66K
|
254
$2.59K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
950+ 2.58% |
$9.63K - $9.95K
|
37.8K
$385K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
77+ 0.4% |
$781 - $806
|
19.3K
$196K
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
29KNew |
$294K - $304K
|
29K
$296K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.46K+ 19.44% |
$75.7K - $78.1K
|
45.8K
$467K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23K+ 29.39% |
$233K - $241K
|
101K
$1.03M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
16.4K+ 9.66% |
$166K - $171K
|
186K
$1.89M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.87K- 1.54% |
$59.5K - $61.5K
|
375K
$3.82M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-733- 99.05% |
$7.43K - $7.67K
|
7
$71.3
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.26K- 1.69% |
$63.5K - $65.5K
|
364K
$3.71M
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
23.1K+ 16.01% |
$235K - $242K
|
168K
$1.71M
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.45K+ 4.58% |
$55.3K - $57.1K
|
124K
$1.27M
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
4K+ 5.12% |
$40.6K - $41.9K
|
82.1K
$837K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-85K- 14.58% |
$861K - $890K
|
498K
$5.07M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.92K- 9.99% |
$49.9K - $51.5K
|
44.4K
$452K
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-12.1K- 1.86% |
$123K - $127K
|
639K
$6.51M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
31.6K+ 21.39% |
$320K - $330K
|
179K
$1.82M
|