CB
FCT

Chris Bulman’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Chris Bulman’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
2024
Q3 		– Sell
-250
Closed -$2.52K – 221
2024
Q2 		$2.52K Buy
+250
New +$2.57K ﹤0.01% 335

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chris Bulman's FCT Position: Q3 2024 in Review

Chris Bulman sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q3 2024, closing a stake of 250 shares — an estimated $2.52K sold.

Chris Bulman first reported a position in FCT in Q2 2024 and held it in 1 quarter. The position peaked at $2.52K in Q2 2024. 67 funds tracked by Wall St. Rank hold FCT as of Q3 2024.

  • Chris Bulman reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q3 2024 after selling out during the quarter.
  • Chris Bulman sold 250 First Trust Senior Floating Rate Income Fund II shares in Q3 2024, an estimated $2.52K.
  • Chris Bulman first reported a position in First Trust Senior Floating Rate Income Fund II in Q2 2024 and held it in 1 quarter.
  • Chris Bulman's First Trust Senior Floating Rate Income Fund II position peaked at $2.52K in Q2 2024.
  • 67 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.