Clearstead Advisors’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Clearstead 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 Q2	$27.8K	Buy	+2,875	New	+$27.8K	﹤0.01%	1696

Other funds holding FCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EIA

Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearstead Advisors's FCT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in First Trust Senior Floating Rate Income Fund II (FCT) in Q2 2026: 2,875 shares worth $27.8K. The stake represents ﹤0.01% of the portfolio and ranks #1696 among its holdings.

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

Clearstead Advisors held 2,875 shares of First Trust Senior Floating Rate Income Fund II worth $27.8K as of Q2 2026.
First Trust Senior Floating Rate Income Fund II was a new Clearstead Advisors position in Q2 2026.
First Trust Senior Floating Rate Income Fund II made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1696 holding.
88 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.