SL
FCT

Salomon & Ludwin’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Salomon & Ludwin’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 		$1.06K Hold
112
– – ﹤0.01% 2002
2025
Q4 		$1.13K Hold
112
– – ﹤0.01% 2053
2025
Q3 		$1.09K Hold
112
– – ﹤0.01% 2039
2025
Q2 		$1.13K Buy
+112
New +$1.1K ﹤0.01% 728

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

Salomon & Ludwin's FCT Position: Q1 2026 in Review

Salomon & Ludwin held its First Trust Senior Floating Rate Income Fund II (FCT) position steady in Q1 2026 at 112 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Salomon & Ludwin first reported a position in FCT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.13K in Q2 2025. 85 funds tracked by Wall St. Rank hold FCT as of Q1 2026.

  • Salomon & Ludwin held 112 shares of First Trust Senior Floating Rate Income Fund II worth $1.06K as of Q1 2026.
  • Salomon & Ludwin left its First Trust Senior Floating Rate Income Fund II share count unchanged in Q1 2026.
  • First Trust Senior Floating Rate Income Fund II made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #2002 holding.
  • Salomon & Ludwin first reported a position in First Trust Senior Floating Rate Income Fund II in Q2 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's First Trust Senior Floating Rate Income Fund II position peaked at $1.13K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.