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

Kingswood Wealth 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 Q1	$165K	Sell	17,097 -324	-2%	-$3.2K	0.01%	890
2025 Q4	$175K	Buy	17,421 +730	+4%	+$7.1K	0.01%	833
2025 Q3	$167K	Sell	16,691 -416	-2%	-$4.2K	0.01%	768
2025 Q2	$174K	Hold	17,107	–	–	0.01%	714
2025 Q1	$173K	Sell	17,107 -14,851	-46%	-$153K	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%	-$145K	0.02%	611
2024 Q2	$396K	Buy	39,252 +23,474	+149%	+$242K	0.04%	444
2024 Q1	$163K	Sell	15,778 -5,813	-27%	-$58.3K	0.02%	585
2023 Q4	$218K	Buy	+21,591	New	+$213K	0.02%	561

Other funds holding FCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIA

Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kingswood Wealth Advisors's FCT Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its First Trust Senior Floating Rate Income Fund II (FCT) stake by 1.9% in Q1 2026, selling an estimated $3.2K and leaving 17,097 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #890.

Kingswood Wealth Advisors first reported a position in FCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $396K in Q2 2024. 85 funds tracked by Wall St. Rank hold FCT as of Q1 2026.

Kingswood Wealth Advisors held 17,097 shares of First Trust Senior Floating Rate Income Fund II worth $165K as of Q1 2026.
Kingswood Wealth Advisors sold 324 First Trust Senior Floating Rate Income Fund II shares in Q1 2026, an estimated $3.2K.
First Trust Senior Floating Rate Income Fund II made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #890 holding.
Kingswood Wealth Advisors first reported a position in First Trust Senior Floating Rate Income Fund II in Q4 2023 and has held it in 10 quarters since.
Kingswood Wealth Advisors's First Trust Senior Floating Rate Income Fund II position peaked at $396K in Q2 2024.
85 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.