Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST SENIOR FLOATING RATE INCOME FUND II.
| 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
$3.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
147K+ 26719.45% |
$1.5M - $1.54M
|
148K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.9K+ 235.96% |
$254K - $262K
|
35.5K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
16.5KNew |
$168K - $173K
|
16.5K
$171K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.8K+ 27.03% |
$69.4K - $71.5K
|
32K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.84K+ 22.57% |
$49.4K - $50.9K
|
26.3K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
4.03K+ 1.73% |
$41.1K - $42.4K
|
237K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
3.45K+ 1.63% |
$35.1K - $36.2K
|
215K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.1K+ 27.8% |
$31.6K - $32.6K
|
14.3K
$148K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.67K+ 10.78% |
$17K - $17.5K
|
17.2K
$178K
|
|
|
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
$80.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
835+ 2.91% |
$8.52K - $8.78K
|
29.6K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 1.77% |
$592 - $610
|
3.34K
$34.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.27K- 6.22% |
$13K - $13.4K
|
19.2K
$199K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.81K- 99.93% |
$28.6K - $29.5K
|
2
$20.7
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.05K- 10.11% |
$41.3K - $42.6K
|
36K
$373K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.36K- 2.29% |
$54.6K - $56.3K
|
229K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-303K- 90.49% |
$3.09M - $3.18M
|
31.8K
$329K
|