Bessemer Group
FCT

Bessemer Group’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Bessemer Group’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
2023
Q2 		– Sell
-635
Closed -$6K – 2283
2023
Q1 		$6K Buy
+635
New +$6.24K ﹤0.01% 1566
2014
Q2 		– Sell
-500
Closed -$7K – 1426
2014
Q1 		$7K Hold
500
– – ﹤0.01% 1122
2013
Q4 		$7K Buy
+500
New +$7.2K ﹤0.01% 1134

Other funds holding FCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bessemer Group's FCT Position: Q2 2023 in Review

Bessemer Group sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q2 2023, closing a stake of 635 shares — an estimated $6K sold.

Bessemer Group first reported a position in FCT in Q4 2013 and held it in 3 quarters. The position peaked at $7K in Q1 2014. 74 funds tracked by Wall St. Rank hold FCT as of Q2 2023.

  • Bessemer Group reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q2 2023 after selling out during the quarter.
  • Bessemer Group sold 635 First Trust Senior Floating Rate Income Fund II shares in Q2 2023, an estimated $6K.
  • Bessemer Group first reported a position in First Trust Senior Floating Rate Income Fund II in Q4 2013 and held it in 3 quarters.
  • Bessemer Group's First Trust Senior Floating Rate Income Fund II position peaked at $7K in Q1 2014.
  • 74 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2023.

Based on Bessemer Group's 13F filing for Q2 2023, filed 10 Aug 2023.