United Capital Financial Advisors’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

United Capital Financial Advisors’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	-11,850	Closed	-$113K	–	1207
2020 Q1	$113K	Hold	11,850	–	–	﹤0.01%	1121
2019 Q4	$149K	Hold	11,850	–	–	﹤0.01%	1311
2019 Q3	$142K	Hold	11,850	–	–	﹤0.01%	1228
2019 Q2	$143K	Hold	11,850	–	–	﹤0.01%	1394
2019 Q1	$140K	Hold	11,850	–	–	﹤0.01%	1298
2018 Q4	$133K	Hold	11,850	–	–	﹤0.01%	1229
2018 Q3	$151K	Hold	11,850	–	–	﹤0.01%	1272
2018 Q2	$152K	Hold	11,850	–	–	﹤0.01%	1248
2018 Q1	$157K	Hold	11,850	–	–	﹤0.01%	1256
2017 Q4	$153K	Hold	11,850	–	–	﹤0.01%	1260
2017 Q3	$160K	Hold	11,850	–	–	﹤0.01%	1252
2017 Q2	$158K	Hold	11,850	–	–	﹤0.01%	1230
2017 Q1	$164K	Hold	11,850	–	–	﹤0.01%	1202
2016 Q4	$164K	Hold	11,850	–	–	﹤0.01%	1206
2016 Q3	$162K	Hold	11,850	–	–	﹤0.01%	1203
2016 Q2	$154K	Hold	11,850	–	–	﹤0.01%	1196
2016 Q1	$153K	Sell	11,850 -1,100	-8%	-$13.4K	﹤0.01%	1155
2015 Q4	$160K	Buy	+12,950	New	+$160K	﹤0.01%	1146
2014 Q4	–	Sell	-10,140	Closed	-$137K	–	1162
2014 Q3	$137K	Buy	+10,140	New	+$140K	﹤0.01%	1069
2014 Q2	–	Sell	-11,640	Closed	-$168K	–	841
2014 Q1	$168K	Sell	11,640 -1,500	-11%	-$21.5K	﹤0.01%	888
2013 Q4	$191K	Buy	13,140 +550	+4%	+$7.92K	0.01%	605
2013 Q3	$180K	Hold	12,590	–	–	0.01%	647
2013 Q2	$191K	Buy	+12,590	New	+$199K	0.01%	659

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

United Capital Financial Advisors's FCT Position: Q2 2020 in Review

United Capital Financial Advisors sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q2 2020, closing a stake of 11,850 shares — an estimated $113K sold.

United Capital Financial Advisors first reported a position in FCT in Q2 2013 and held it in 23 quarters. The position peaked at $191K in Q4 2013. 64 funds tracked by Wall St. Rank hold FCT as of Q2 2020.

United Capital Financial Advisors reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 11,850 First Trust Senior Floating Rate Income Fund II shares in Q2 2020, an estimated $113K.
United Capital Financial Advisors first reported a position in First Trust Senior Floating Rate Income Fund II in Q2 2013 and held it in 23 quarters.
United Capital Financial Advisors's First Trust Senior Floating Rate Income Fund II position peaked at $191K in Q4 2013.
64 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.