Kovitz Investment Group Partners
FCT

Kovitz Investment Group Partners’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		$2.18M Sell
2025
Q2 		$3.2M Sell
2025
Q1 		$3.38M Sell
2024
Q4 		$3.82M Buy
2024
Q3 		$3.64M Buy
2016
Q3 		– Sell
2016
Q2 		$568K Sell
2016
Q1 		$659K Buy