FFA
FCT

Founders Financial Alliance’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-2,068
Closed -$22K – 711
2020
Q3 		$22K Buy
+2,068
New +$22.7K 0.01% 555

Other funds holding FCT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TA
TFG Advisers Auburn Hills, Michigan $292M AUM 15.01% 1-Year Est. Return

Founders Financial Alliance's FCT Position: Q4 2020 in Review

Founders Financial Alliance sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q4 2020, closing a stake of 2,068 shares — an estimated $22K sold.

Founders Financial Alliance first reported a position in FCT in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 68 funds tracked by Wall St. Rank hold FCT as of Q4 2020.

  • Founders Financial Alliance reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 2,068 First Trust Senior Floating Rate Income Fund II shares in Q4 2020, an estimated $22K.
  • Founders Financial Alliance first reported a position in First Trust Senior Floating Rate Income Fund II in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's First Trust Senior Floating Rate Income Fund II position peaked at $22K in Q3 2020.
  • 68 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.