Sowell Financial Services’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Sowell Financial 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
2020 Q2	–	Sell	-1,353	Closed	-$14.3K	–	2520
2020 Q1	$13K	Hold	1,353	–	–	﹤0.01%	1523
2019 Q4	$17K	Hold	1,353	–	–	﹤0.01%	1488
2019 Q3	$16K	Buy	+1,353	New	+$16.1K	﹤0.01%	1361
2017 Q1	–	Sell	-1,353	Closed	-$19K	–	353
2016 Q4	$19K	Buy	+1,353	New	+$18.5K	0.01%	427

Other funds holding FCT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIA

Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Sowell Financial Services's FCT Position: Q2 2020 in Review

Sowell Financial Services sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q2 2020, closing a stake of 1,353 shares — an estimated $14.3K sold.

Sowell Financial Services first reported a position in FCT in Q4 2016 and held it in 4 quarters. The position peaked at $19K in Q4 2016. 64 funds tracked by Wall St. Rank hold FCT as of Q2 2020.

Sowell Financial Services reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q2 2020 after selling out during the quarter.
Sowell Financial Services sold 1,353 First Trust Senior Floating Rate Income Fund II shares in Q2 2020, an estimated $14.3K.
Sowell Financial Services first reported a position in First Trust Senior Floating Rate Income Fund II in Q4 2016 and held it in 4 quarters.
Sowell Financial Services's First Trust Senior Floating Rate Income Fund II position peaked at $19K in Q4 2016.
64 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.