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 Q2	–	Sell	-11,922	Closed	-$115K	–	805
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

EIA

Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return

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

Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return

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 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

Nations Financial Group's FCT Position: Q2 2026 in Review

Nations Financial Group sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q2 2026, closing a stake of 11,922 shares — an estimated $115K sold.

Nations Financial Group first reported a position in FCT in Q3 2024 and held it in 7 quarters. The position peaked at $212K in Q3 2024. 55 funds tracked by Wall St. Rank hold FCT as of Q2 2026.

Nations Financial Group reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q2 2026 after selling out during the quarter.
Nations Financial Group sold 11,922 First Trust Senior Floating Rate Income Fund II shares in Q2 2026, an estimated $115K.
Nations Financial Group first reported a position in First Trust Senior Floating Rate Income Fund II in Q3 2024 and held it in 7 quarters.
Nations Financial Group's First Trust Senior Floating Rate Income Fund II position peaked at $212K in Q3 2024.
55 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.