KWA
FCT

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
Q2 		$165K Hold
17,097
– – 0.01% 960
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

EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $525M AUM 24.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Kingswood Wealth Advisors's FCT Position: Q2 2026 in Review

Kingswood Wealth Advisors held its First Trust Senior Floating Rate Income Fund II (FCT) position steady in Q2 2026 at 17,097 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #960.

Kingswood Wealth Advisors first reported a position in FCT in Q4 2023 and has held it in 11 quarters since. The position peaked at $396K in Q2 2024. 54 funds tracked by Wall St. Rank hold FCT as of Q2 2026.

  • Kingswood Wealth Advisors held 17,097 shares of First Trust Senior Floating Rate Income Fund II worth $165K as of Q2 2026.
  • Kingswood Wealth Advisors left its First Trust Senior Floating Rate Income Fund II share count unchanged in Q2 2026.
  • First Trust Senior Floating Rate Income Fund II made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #960 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 11 quarters since.
  • Kingswood Wealth Advisors's First Trust Senior Floating Rate Income Fund II position peaked at $396K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.