AWS
FCT

Atria Wealth Solutions’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Atria Wealth Solutions’s Portfolio FCT Stock Details FCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,158
Closed -$140K – 1716
2022
Q1 		$140K Buy
+11,158
New +$135K ﹤0.01% 1637

Other funds holding FCT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Atria Wealth Solutions's FCT Position: Q2 2022 in Review

Atria Wealth Solutions sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q2 2022, closing a stake of 11,158 shares — an estimated $140K sold.

Atria Wealth Solutions first reported a position in FCT in Q1 2022 and held it in 1 quarter. The position peaked at $140K in Q1 2022. 70 funds tracked by Wall St. Rank hold FCT as of Q2 2022.

  • Atria Wealth Solutions reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,158 First Trust Senior Floating Rate Income Fund II shares in Q2 2022, an estimated $140K.
  • Atria Wealth Solutions first reported a position in First Trust Senior Floating Rate Income Fund II in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's First Trust Senior Floating Rate Income Fund II position peaked at $140K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.