MWM
FCT

Mosley Wealth Management’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Mosley Wealth Management’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 		– Sell
-725
Closed -$7.25K – 796
2026
Q1 		$7.25K Buy
+725
New +$7.16K ﹤0.01% 324

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mosley Wealth Management's FCT Position: Q2 2026 in Review

Mosley Wealth Management sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q2 2026, closing a stake of 725 shares — an estimated $7.25K sold.

Mosley Wealth Management first reported a position in FCT in Q1 2026 and held it in 1 quarter. The position peaked at $7.25K in Q1 2026. 46 funds tracked by Wall St. Rank hold FCT as of Q2 2026.

  • Mosley Wealth Management reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 725 First Trust Senior Floating Rate Income Fund II shares in Q2 2026, an estimated $7.25K.
  • Mosley Wealth Management first reported a position in First Trust Senior Floating Rate Income Fund II in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's First Trust Senior Floating Rate Income Fund II position peaked at $7.25K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.