Wealth Effects LLC

SEC CIK: 0001907254
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

FCT holding history

First Trust Senior Floating Rate Income Fund II in every 13F filed by Wealth Effects LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FCT overview All 13F holders of FCT Full Q2 2026 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of FCT by Wealth Effects LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−10,240−100.0%	Sold out	Holders
Q1 2023	10,240	$101.9K	0.1%	−483−4.5%	Reduced	Holders
Q4 2022	10,723	$102.2K	0.1%	+10,723	New	Holders