Institutional Ownership First Trust Senior Floating Rate Income Fund Ii (FCT)
This table provides information about the institutional ownership of First Trust Senior Floating Rate Income Fund Ii (FCT). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
80,600
shares
|
$802,776
0.07% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
79,225
shares
|
$789,081
0.4% of portfolio
|
Q2 2022
Reduced 4.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
61,700
shares
|
$614,532
0.0% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
54,840
shares
|
$546,206
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
54,469
shares
|
$542,511
0.0% of portfolio
|
Q2 2025
Added 17.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
45,309
shares
|
$451,277
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
43,345
shares
|
$431,716
0.27% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
42,100
shares
|
$419,316
0.06% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
40,891
shares
|
$407,274
0.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
38,562
shares
|
$384,077
0.0% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,016
shares
|
$358,719
0.0% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
35,392
shares
|
$352,504
0.0% of portfolio
|
Q2 2025
Reduced 20.23%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
34,222
shares
|
$340,851
0.0% of portfolio
|
Q2 2025
Added 110.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
33,717
shares
|
$335,821
0.01% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
33,577
shares
|
$334,426
0.0% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
30,258
shares
|
$301,369
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Aegon Usa Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
30,017
shares
|
$298,969
0.31% of portfolio
|
Q1 2023
Added 11.1%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
28,023
shares
|
$279,109
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27,038
shares
|
$269,298
0.01% of portfolio
|
Q1 2020
Reduced 98.84%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
24,187
shares
|
$240,902
0.03% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
21,403
shares
|
$213,173
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
21,000
shares
|
$209,160
0.02% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
18,567
shares
|
$184,927
0.13% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
18,111
shares
|
$180,385
0.04% of portfolio
|
Q2 2025
Reduced 18.21%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
18,060
shares
|
$179,877
0.02% of portfolio
|
Q2 2025
Reduced 1.2%
|