Latest Institutional Purchases of First Trust Senior Floating Rate Income Fund Ii (FCT)
This list provides information on the latest institutional transactions involving First Trust Senior Floating Rate Income Fund Ii (FCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
306K+ 1098.23% |
$3.13M - $3.22M
|
334K
$3.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.9K+ 235.96% |
$254K - $262K
|
35.5K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
16.5KNew |
$168K - $173K
|
16.5K
$172K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.8K+ 27.03% |
$69.4K - $71.5K
|
32K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.84K+ 22.57% |
$49.4K - $50.9K
|
26.3K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
3.45K+ 1.63% |
$35.1K - $36.2K
|
215K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.67K+ 10.78% |
$17K - $17.5K
|
17.2K
$179K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.4K+ 22.05% |
$14.3K - $14.7K
|
7.75K
$80.7K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
737KNew |
$7.24M - $7.71M
|
737K
$7.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
415K+ 522.36% |
$4.08M - $4.34M
|
495K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
357KNew |
$3.51M - $3.74M
|
357K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
221K+ 61.93% |
$2.17M - $2.31M
|
578K
$6.01M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
90.1KNew |
$885K - $943K
|
90.1K
$938K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
76.3K+ 20.43% |
$749K - $798K
|
450K
$4.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
59.9K+ 18.82% |
$588K - $627K
|
378K
$3.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
46.3KNew |
$455K - $485K
|
46.3K
$482K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
40.1KNew |
$393K - $419K
|
40.1K
$417K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.3K+ 12.53% |
$376K - $400K
|
344K
$3.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
37.9K+ 19.4% |
$372K - $397K
|
233K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.9K+ 39.8% |
$225K - $239K
|
80.4K
$837K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20.5KNew |
$201K - $214K
|
20.5K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.2K+ 16.27% |
$179K - $190K
|
130K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.68K+ 26.22% |
$95.1K - $101K
|
46.6K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
9.05K+ 2.15% |
$88.9K - $94.7K
|
431K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.11K+ 1.89% |
$30.5K - $32.5K
|
167K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.11K+ 7.94% |
$20.7K - $22.1K
|
28.7K
$299K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.11K+ 8.38% |
$20.7K - $22.1K
|
27.3K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.05K+ 3.51% |
$20.1K - $21.4K
|
60.4K
$628K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2K+ 156.68% |
$19.7K - $21K
|
3.28K
$34.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1K+ 5.0% |
$9.82K - $10.5K
|
21K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
722New |
$7.09K - $7.55K
|
722
$7.52K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
517New |
$5.08K - $5.41K
|
517
$5.38K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
300+ 0.81% |
$2.95K - $3.14K
|
37.2K
$387K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
193+ 0.91% |
$1.9K - $2.02K
|
21.4K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
76+ 0.16% |
$746 - $795
|
48.1K
$501K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
65+ 2.86% |
$638 - $680
|
2.34K
$24.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46+ 0.4% |
$452 - $481
|
11.4K
$119K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13+ 2.77% |
$128 - $136
|
482
$5.02K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
32.5K+ 66.19% |
$328K - $343K
|
81.6K
$849K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$191K - $200K
|
18.9K
$197K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.8KNew |
$180K - $188K
|
17.8K
$186K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.88KNew |
$79.5K - $83.2K
|
7.88K
$82.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.53KNew |
$15.4K - $16.1K
|
1.53K
$15.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.15K+ 11.5% |
$11.6K - $12.1K
|
11.2K
$116K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
423+ 2.4% |
$4.26K - $4.46K
|
18K
$188K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
397+ 2.86% |
$4K - $4.19K
|
14.3K
$149K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
371New |
$3.74K - $3.91K
|
371
$3.86K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
339New |
$3.42K - $3.58K
|
339
$3.53K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
250New |
$2.52K - $2.64K
|
250
$2.6K
|
|