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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
193+ 0.91% |
$1.9K - $2.02K
|
21.4K
$218K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
65+ 2.86% |
$638 - $680
|
2.34K
$23.8K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$191K - $200K
|
18.9K
$193K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.8KNew |
$180K - $188K
|
17.8K
$182K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.88KNew |
$79.5K - $83.2K
|
7.88K
$80.3K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.53KNew |
$15.4K - $16.1K
|
1.53K
$15.5K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
423+ 2.4% |
$4.26K - $4.46K
|
18K
$184K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
397+ 2.86% |
$4K - $4.19K
|
14.3K
$146K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
339New |
$3.42K - $3.58K
|
339
$3.45K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
250New |
$2.52K - $2.64K
|
250
$2.55K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
37.3K+ 10.06% |
$363K - $386K
|
408K
$4.16M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.4KNew |
$189K - $201K
|
19.4K
$197K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.2K+ 40.07% |
$109K - $116K
|
39.2K
$399K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.79K+ 1.75% |
$95.4K - $102K
|
570K
$5.81M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.14KNew |
$30.5K - $32.5K
|
3.14K
$31.9K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
832+ 6.17% |
$8.1K - $8.63K
|
14.3K
$146K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$136 - $145
|
14
$143
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
26.8KNew |
$256K - $271K
|
26.8K
$273K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.6KNew |
$159K - $168K
|
16.6K
$170K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.59KNew |
$43.8K - $46.3K
|
4.59K
$46.7K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.7KNew |
$25.8K - $27.2K
|
2.7K
$27.5K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
653New |
$6.23K - $6.59K
|
653
$6.65K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.79KNew |
$95.4K - $100K
|
9.79K
$99.7K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.18KNew |
$31K - $32.6K
|
3.18K
$32.4K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
28.6KNew |
$271K - $283K
|
28.6K
$292K
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
16.3KNew |
$154K - $161K
|
16.3K
$166K
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.1K+ 9.54% |
$10.4K - $10.9K
|
12.6K
$129K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1K+ 5.08% |
$9.47K - $9.9K
|
20.7K
$211K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
166New |
$1.57K - $1.64K
|
166
$1.69K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$1.42K - $1.49K
|
150
$1.53K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
88.2KNew |
$822K - $890K
|
88.2K
$899K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.5KNew |
$293K - $318K
|
31.5K
$321K
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25KNew |
$233K - $252K
|
25K
$255K
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
20.2KNew |
$188K - $204K
|
20.2K
$206K
|
|
May 25, 2023
Q1 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
3K+ 11.1% |
$28K - $30.3K
|
30K
$306K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.5KNew |
$23.3K - $25.2K
|
2.5K
$25.5K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.22KNew |
$20.7K - $22.4K
|
2.22K
$22.6K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.36KNew |
$12.7K - $13.7K
|
1.36K
$13.8K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1KNew |
$9.32K - $10.1K
|
1K
$10.2K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
635New |
$5.92K - $6.41K
|
635
$6.47K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
231+ 2.15% |
$2.15K - $2.33K
|
11K
$112K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
61KNew |
$581K - $621K
|
61K
$621K
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18.1KNew |
$172K - $184K
|
18.1K
$184K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
11K+ 48.64% |
$105K - $112K
|
33.6K
$342K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
6.64K+ 5.85% |
$63.3K - $67.6K
|
120K
$1.22M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.1KNew |
$10.5K - $11.2K
|
1.1K
$11.2K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
509New |
$4.85K - $5.18K
|
509
$5.19K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
300New |
$2.86K - $3.05K
|
300
$3.06K
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
270+ 2.13% |
$2.57K - $2.75K
|
13K
$132K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
232New |
$2.21K - $2.36K
|
232
$2.36K
|