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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
832+ 6.17% |
$8.1K - $8.63K
|
14.3K
$148K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$136 - $145
|
14
$144
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
26.8KNew |
$256K - $271K
|
26.8K
$277K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
20.8KNew |
$199K - $210K
|
20.8K
$215K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.6KNew |
$159K - $168K
|
16.6K
$172K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.59KNew |
$43.8K - $46.3K
|
4.59K
$47.3K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.7KNew |
$25.8K - $27.2K
|
2.7K
$27.8K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
653New |
$6.23K - $6.59K
|
653
$6.73K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$123K - $129K
|
12.6K
$130K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.79KNew |
$95.4K - $100K
|
9.79K
$101K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.18KNew |
$31K - $32.6K
|
3.18K
$32.8K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3K+ 42.86% |
$29.3K - $30.7K
|
10K
$103K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
28.6KNew |
$271K - $283K
|
28.6K
$295K
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
16.3KNew |
$154K - $161K
|
16.3K
$168K
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.1K+ 9.54% |
$10.4K - $10.9K
|
12.6K
$130K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1K+ 5.08% |
$9.47K - $9.9K
|
20.7K
$213K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$9.47K - $9.9K
|
1K
$10.3K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
166New |
$1.57K - $1.64K
|
166
$1.71K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$1.42K - $1.49K
|
150
$1.55K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
88.2KNew |
$822K - $890K
|
88.2K
$909K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.5KNew |
$293K - $318K
|
31.5K
$325K
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25KNew |
$233K - $252K
|
25K
$258K
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
20.2KNew |
$188K - $204K
|
20.2K
$208K
|
|
May 25, 2023
Q1 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
3K+ 11.1% |
$28K - $30.3K
|
30K
$309K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.5KNew |
$23.3K - $25.2K
|
2.5K
$25.8K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.22KNew |
$20.7K - $22.4K
|
2.22K
$22.9K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.36KNew |
$12.7K - $13.7K
|
1.36K
$14K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1KNew |
$9.32K - $10.1K
|
1K
$10.3K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
635New |
$5.92K - $6.41K
|
635
$6.55K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
231+ 2.15% |
$2.15K - $2.33K
|
11K
$113K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
61KNew |
$581K - $621K
|
61K
$629K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.7KNew |
$188K - $200K
|
19.7K
$203K
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18.1KNew |
$172K - $184K
|
18.1K
$186K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
11K+ 48.64% |
$105K - $112K
|
33.6K
$346K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
6.64K+ 5.85% |
$63.3K - $67.6K
|
120K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.1KNew |
$10.5K - $11.2K
|
1.1K
$11.3K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
509New |
$4.85K - $5.18K
|
509
$5.25K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
300New |
$2.86K - $3.05K
|
300
$3.09K
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
270+ 2.13% |
$2.57K - $2.75K
|
13K
$134K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
232New |
$2.21K - $2.36K
|
232
$2.39K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
588K+ 265.78% |
$5.62M - $6.41M
|
809K
$8.34M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
45+ 0.06% |
$430 - $491
|
75K
$773K
|
|
Q2 2022 | |||||||
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
13.6KNew |
$136K - $177K
|
13.6K
$140K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.75KNew |
$17.5K - $22.7K
|
1.75K
$18K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.6KNew |
$16K - $20.8K
|
1.6K
$16.5K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.56KNew |
$15.6K - $20.3K
|
1.56K
$16.1K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
383New |
$4.37K - $4.81K
|
383
$3.95K
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
395+ 7900.0% |
$4.72K - $5K
|
400
$4.12K
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
11.7KNew |
$134K - $144K
|
11.7K
$120K
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
10KNew |
$105K - $117K
|
10K
$103K
|