Pinnacle Wealth Planning Services
FCT

Pinnacle Wealth Planning Services’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		– Sell
-1,893
Closed -$18.3K – 2886
2026
Q2 		$18.3K Hold
1,893
– – ﹤0.01% 1821
2026
Q1 		$18.2K Sell
1,893
-697
-27% -$6.89K ﹤0.01% 1738
2025
Q4 		$26.1K Buy
+2,590
New +$25.2K ﹤0.01% 1588

Pinnacle Wealth Planning Services's FCT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q3 2026, closing a stake of 1,893 shares — an estimated $18.3K sold.

Pinnacle Wealth Planning Services first reported a position in FCT in Q4 2025 and held it in 3 quarters. The position peaked at $26.1K in Q4 2025. 0 funds tracked by Wall St. Rank hold FCT as of Q3 2026.

  • Pinnacle Wealth Planning Services reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,893 First Trust Senior Floating Rate Income Fund II shares in Q3 2026, an estimated $18.3K.
  • Pinnacle Wealth Planning Services first reported a position in First Trust Senior Floating Rate Income Fund II in Q4 2025 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's First Trust Senior Floating Rate Income Fund II position peaked at $26.1K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.