CI
FCT

CX Institutional’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

CX Institutional’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 		$26K Sell
2,738
-21,175
-89% -$205K ﹤0.01% 1111
2026
Q1 		$231K Buy
23,913
+264
+1% +$2.61K 0.01% 681
2025
Q4 		$238K Sell
23,649
-36,753
-61% -$358K 0.01% 649
2025
Q3 		$604K Buy
+60,402
New +$609K 0.02% 384

Other funds holding FCT

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional's FCT Position: Q2 2026 in Review

CX Institutional reduced its First Trust Senior Floating Rate Income Fund II (FCT) stake by 89% in Q2 2026, selling an estimated $205K and leaving 2,738 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

CX Institutional first reported a position in FCT in Q3 2025 and has held it in 4 quarters since. The position peaked at $604K in Q3 2025. 8 funds tracked by Wall St. Rank hold FCT as of Q2 2026.

  • CX Institutional held 2,738 shares of First Trust Senior Floating Rate Income Fund II worth $26K as of Q2 2026.
  • CX Institutional sold 21,175 First Trust Senior Floating Rate Income Fund II shares in Q2 2026, an estimated $205K.
  • First Trust Senior Floating Rate Income Fund II made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1111 holding.
  • CX Institutional first reported a position in First Trust Senior Floating Rate Income Fund II in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's First Trust Senior Floating Rate Income Fund II position peaked at $604K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.