Northwestern Mutual Wealth Management
FCT

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

Northwestern Mutual 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
Q1 		– Sell
-1,170
Closed -$11.8K – 4246
2025
Q4 		$11.8K Buy
+1,170
New +$11.4K ﹤0.01% 2936
2024
Q2 		– Sell
-3,135
Closed -$32.4K – 3596
2024
Q1 		$32.4K Buy
+3,135
New +$31.5K ﹤0.01% 2252
2022
Q4 		– Sell
-1,126
Closed -$11K – 3362
2022
Q3 		$11K Buy
+1,126
New +$11.5K ﹤0.01% 2427
2021
Q4 		– Sell
-2,128
Closed -$26K – 3202
2021
Q3 		$26K Buy
2,128
+1,628
+326% +$20.2K ﹤0.01% 2127
2021
Q2 		$6K Hold
500
– – ﹤0.01% 2590
2021
Q1 		$6K Sell
500
-23,288
-98% -$278K ﹤0.01% 2413
2020
Q4 		$277K Buy
23,788
+1,910
+9% +$21.3K ﹤0.01% 1022
2020
Q3 		$240K Buy
21,878
+18,631
+574% +$205K ﹤0.01% 965
2020
Q2 		$35K Sell
3,247
-3,071
-49% -$32.5K ﹤0.01% 1557
2020
Q1 		$60K Sell
6,318
-1,409
-18% -$16.3K ﹤0.01% 1312
2019
Q4 		$97K Hold
7,727
– – ﹤0.01% 1207
2019
Q3 		$93K Buy
+7,727
New +$92K ﹤0.01% 1186
2017
Q2 		– Sell
-350
Closed -$5K – 2053
2017
Q1 		$5K Buy
+350
New +$4.84K ﹤0.01% 1707
2016
Q3 		– Sell
-4
Closed – – 623
2016
Q2 		$0 Hold
4
– – ﹤0.01% 2107
2016
Q1 		$0 Buy
+4
New +$49 ﹤0.01% 2174

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

Northwestern Mutual Wealth Management's FCT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q1 2026, closing a stake of 1,170 shares — an estimated $11.8K sold.

Northwestern Mutual Wealth Management first reported a position in FCT in Q1 2016 and held it in 15 quarters. The position peaked at $277K in Q4 2020. 85 funds tracked by Wall St. Rank hold FCT as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,170 First Trust Senior Floating Rate Income Fund II shares in Q1 2026, an estimated $11.8K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Senior Floating Rate Income Fund II in Q1 2016 and held it in 15 quarters.
  • Northwestern Mutual Wealth Management's First Trust Senior Floating Rate Income Fund II position peaked at $277K in Q4 2020.
  • 85 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.