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Livermore
Livermore
ZHEN

First Trust Senior Floating Rate Income Fund II

FCT
SEC CIK
0001282850

No open-market purchases or sales by First Trust Senior Floating Rate Income Fund II insiders were filed in the last 90 days; 88 institutions reported holding it in 13F filings for Q2 2026, worth $85.8M in total; no superinvestor holds it.

Q4 2023 vs. Q3 2023

How the institutions holding First Trust Senior Floating Rate Income Fund II changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of FCT: Q3 2023 compared with Q4 2023
MeasureQ3 2023Q4 2023Change
Holders6877+9
Shares10.8M11.2M+427.3K (+4.0%)
Value$108.0M$113.2M+$5.28M (+4.9%)

New holders (14)

Institutions that held First Trust Senior Floating Rate Income Fund II at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to FCT in Q4 2023
InstitutionSharesValue% of portfolio
GraniteShares Advisors LLC149,356$1.51M1.36%
Landscape Capital Management, L.L.C.63,812$643.9K0.06%
Walleye Capital LLC26,820$270.6K0.00%
Kingswood Wealth Advisors, LLC21,591$217.9K0.02%
Elequin Capital LP20,830$210.2K0.06%
CWM, LLC18,439$186.0K0.00%
Nomura Holdings Inc16,645$167.9K0.00%
Cetera Advisor Networks LLC13,490$136.1K0.00%
SeaCrest Wealth Management, LLC10,675$104.4K0.01%
Concurrent Investment Advisors, LLC10,000$100.9K0.00%
Advisory Services Network, LLC4,586$46.3K0.00%
Jones Financial Companies LLLP2,700$27.2K0.00%
Clear Point Advisors Inc.2,149$21.7K0.02%
Tidemark, LLC653$6.59K0.00%

Sold out (5)

Institutions that held First Trust Senior Floating Rate Income Fund II at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of FCT in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Evoke Wealth, LLC74,975$749.7K
TFB Advisors LLC18,055$180.6K
HRT Financial LP12,586$125.0K
Stonebridge Capital Advisors LLC3,180$31.8K
Cary Street Partner Investment Advisory LLC300$3.00K