AIM
FCT

Axiom Investment Management’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Axiom Investment Management’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
2026
Q2 		$21.3K Hold
2,210
– – 0.01% 287
2026
Q1 		$21.3K Buy
+2,210
New +$21.8K 0.02% 269

Other funds holding FCT

EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $525M AUM 24.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Axiom Investment Management's FCT Position: Q2 2026 in Review

Axiom Investment Management held its First Trust Senior Floating Rate Income Fund II (FCT) position steady in Q2 2026 at 2,210 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #287.

Axiom Investment Management first reported a position in FCT in Q1 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold FCT as of Q2 2026.

  • Axiom Investment Management held 2,210 shares of First Trust Senior Floating Rate Income Fund II worth $21.3K as of Q2 2026.
  • Axiom Investment Management left its First Trust Senior Floating Rate Income Fund II share count unchanged in Q2 2026.
  • First Trust Senior Floating Rate Income Fund II made up 0.01% of Axiom Investment Management's portfolio in Q2 2026, its #287 holding.
  • Axiom Investment Management first reported a position in First Trust Senior Floating Rate Income Fund II in Q1 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.