BHPW
FCT

Beverly Hills Private Wealth’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Beverly Hills Private Wealth’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 		$688K Buy
+71,217
New +$689K 0.13% 135

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
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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Beverly Hills Private Wealth's FCT Position: Q2 2026 in Review

Beverly Hills Private Wealth opened a new position in First Trust Senior Floating Rate Income Fund II (FCT) in Q2 2026: 71,217 shares worth $688K. The stake represents 0.13% of the portfolio and ranks #135 among its holdings.

46 funds tracked by Wall St. Rank hold FCT as of Q2 2026.

  • Beverly Hills Private Wealth held 71,217 shares of First Trust Senior Floating Rate Income Fund II worth $688K as of Q2 2026.
  • First Trust Senior Floating Rate Income Fund II was a new Beverly Hills Private Wealth position in Q2 2026.
  • First Trust Senior Floating Rate Income Fund II made up 0.13% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #135 holding.
  • 46 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.