NFG
FCT

Nations Financial Group’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Nations Financial Group’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 		$115K Sell
11,922
-1,761
-13% -$17.4K 0.01% 757
2025
Q4 		$138K Sell
13,683
-4,443
-25% -$43.2K 0.01% 728
2025
Q3 		$181K Buy
18,126
+84
+0.5% +$847 0.01% 686
2025
Q2 		$183K Sell
18,042
-1,227
-6% -$12.1K 0.01% 656
2025
Q1 		$195K Buy
19,269
+77
+0.4% +$794 0.01% 626
2024
Q4 		$199K Sell
19,192
-1,274
-6% -$13.2K 0.01% 643
2024
Q3 		$212K Buy
+20,466
New +$210K 0.02% 638

Other funds holding FCT

Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nations Financial Group's FCT Position: Q1 2026 in Review

Nations Financial Group reduced its First Trust Senior Floating Rate Income Fund II (FCT) stake by 13% in Q1 2026, selling an estimated $17.4K and leaving 11,922 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #757.

Nations Financial Group first reported a position in FCT in Q3 2024 and has held it in 7 quarters since. The position peaked at $212K in Q3 2024. 85 funds tracked by Wall St. Rank hold FCT as of Q1 2026.

  • Nations Financial Group held 11,922 shares of First Trust Senior Floating Rate Income Fund II worth $115K as of Q1 2026.
  • Nations Financial Group sold 1,761 First Trust Senior Floating Rate Income Fund II shares in Q1 2026, an estimated $17.4K.
  • First Trust Senior Floating Rate Income Fund II made up 0.01% of Nations Financial Group's portfolio in Q1 2026, its #757 holding.
  • Nations Financial Group first reported a position in First Trust Senior Floating Rate Income Fund II in Q3 2024 and has held it in 7 quarters since.
  • Nations Financial Group's First Trust Senior Floating Rate Income Fund II position peaked at $212K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.