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 Q2	$1.07K	Hold	112	–	–	﹤0.01%	2020
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

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

Salomon & Ludwin's FCT Position: Q2 2026 in Review

Salomon & Ludwin held its First Trust Senior Floating Rate Income Fund II (FCT) position steady in Q2 2026 at 112 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Salomon & Ludwin first reported a position in FCT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13K in Q2 2025. 56 funds tracked by Wall St. Rank hold FCT as of Q2 2026.

Salomon & Ludwin held 112 shares of First Trust Senior Floating Rate Income Fund II worth $1.07K as of Q2 2026.
Salomon & Ludwin left its First Trust Senior Floating Rate Income Fund II share count unchanged in Q2 2026.
First Trust Senior Floating Rate Income Fund II made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #2020 holding.
Salomon & Ludwin first reported a position in First Trust Senior Floating Rate Income Fund II in Q2 2025 and has held it in 5 quarters since.
Salomon & Ludwin's First Trust Senior Floating Rate Income Fund II position peaked at $1.13K in Q2 2025.
56 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.