Cambridge Investment Research Advisors
FCT

Cambridge Investment Research Advisors’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$548K Buy
56,834
+3,006
+6% +$29.7K ﹤0.01% 2709
2025
Q4 		$542K Buy
53,828
+100
+0.2% +$973 ﹤0.01% 2640
2025
Q3 		$537K Sell
53,728
-741
-1% -$7.47K ﹤0.01% 2607
2025
Q2 		$553K Buy
54,469
+8,227
+18% +$81K ﹤0.01% 2444
2025
Q1 		$469K Buy
46,242
+6,026
+15% +$62.1K ﹤0.01% 2506
2024
Q4 		$416K Buy
40,216
+3,000
+8% +$31.1K ﹤0.01% 2580
2024
Q3 		$386K Buy
37,216
+300
+0.8% +$3.08K ﹤0.01% 2622
2024
Q2 		$372K Buy
36,916
+1,854
+5% +$19.1K ﹤0.01% 2534
2024
Q1 		$363K Sell
35,062
-7,306
-17% -$73.3K ﹤0.01% 2551
2023
Q4 		$427K Buy
42,368
+6,655
+19% +$65.6K ﹤0.01% 2320
2023
Q3 		$357K Sell
35,713
-21,473
-38% -$215K ﹤0.01% 2368
2023
Q2 		$566K Sell
57,186
-4,965
-8% -$48.1K ﹤0.01% 2030
2023
Q1 		$618K Sell
62,151
-5,313
-8% -$52.2K ﹤0.01% 1944
2022
Q4 		$643K Buy
67,464
+7,456
+12% +$73.2K ﹤0.01% 1832
2022
Q3 		$599K Buy
60,008
+9,645
+19% +$98.4K ﹤0.01% 1817
2022
Q2 		$503K Sell
50,363
-3,180
-6% -$36.5K ﹤0.01% 1955
2022
Q1 		$673K Buy
53,543
+7,001
+15% +$84.7K ﹤0.01% 1867
2021
Q4 		$561K Buy
46,542
+13,997
+43% +$168K ﹤0.01% 2015
2021
Q3 		$398K Buy
32,545
+8,031
+33% +$99.5K ﹤0.01% 2221
2021
Q2 		$311K Buy
24,514
+630
+3% +$7.82K ﹤0.01% 2443
2021
Q1 		$293K Buy
23,884
+21
+0.1% +$250 ﹤0.01% 2300
2020
Q4 		$277K Sell
23,863
-548
-2% -$6.11K ﹤0.01% 2210
2020
Q3 		$268K Sell
24,411
-1,619
-6% -$17.8K ﹤0.01% 2025
2020
Q2 		$283K Buy
+26,030
New +$276K ﹤0.01% 1930
2017
Q4 		– Sell
-11,483
Closed -$155K – 2119
2017
Q3 		$155K Buy
11,483
+469
+4% +$6.25K ﹤0.01% 1877
2017
Q2 		$147K Buy
11,014
+67
+0.6% +$909 ﹤0.01% 1810
2017
Q1 		$151K Sell
10,947
-620
-5% -$8.58K ﹤0.01% 1659
2016
Q4 		$160K Buy
+11,567
New +$158K ﹤0.01% 1541

Other funds holding FCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors's FCT Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Senior Floating Rate Income Fund II (FCT) stake by 5.6% in Q1 2026, buying an estimated $29.7K and bringing the position to 56,834 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Cambridge Investment Research Advisors first reported a position in FCT in Q4 2016 and has held it in 28 quarters since. The position peaked at $673K in Q1 2022. 85 funds tracked by Wall St. Rank hold FCT as of Q1 2026.

  • Cambridge Investment Research Advisors held 56,834 shares of First Trust Senior Floating Rate Income Fund II worth $548K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 3,006 First Trust Senior Floating Rate Income Fund II shares in Q1 2026, an estimated $29.7K.
  • First Trust Senior Floating Rate Income Fund II made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2709 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Senior Floating Rate Income Fund II in Q4 2016 and has held it in 28 quarters since.
  • Cambridge Investment Research Advisors's First Trust Senior Floating Rate Income Fund II position peaked at $673K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.