Kingswood Wealth Advisors’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Hold |
17,107
| – | – | 0.01% | 714 |
|
|
2025
Q1 | $173K | Sell |
17,107
-14,851
| -46% | -$151K | 0.02% | 687 |
|
|
2024
Q4 | $331K | Buy |
31,958
+6,801
| +27% | +$70.4K | 0.02% | 573 |
|
|
2024
Q3 | $261K | Sell |
25,157
-14,095
| -36% | -$146K | 0.02% | 611 |
|
|
2024
Q2 | $396K | Buy |
39,252
+23,474
| +149% | +$237K | 0.04% | 444 |
|
|
2024
Q1 | $163K | Sell |
15,778
-5,813
| -27% | -$60.2K | 0.02% | 585 |
|
|
2023
Q4 | $218K | Buy |
+21,591
| New | +$218K | 0.02% | 561 |
|