CWM
FCT

Concentric Wealth Management’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Concentric Wealth Management’s Portfolio FCT Stock Details FCT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-14,226
Closed -$179K – 120
2019
Q4 		$179K Buy
+14,226
New +$179K 0.08% 126