Wealth Enhancement Advisory Services
FCT

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

Wealth Enhancement Advisory 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
2024
Q2 		– Sell
-10,266
Closed -$106K – 2646
2024
Q1 		$106K Sell
10,266
-1,959
-16% -$19.7K ﹤0.01% 2281
2023
Q4 		$123K Sell
12,225
-2,000
-14% -$19.7K ﹤0.01% 2152
2023
Q3 		$142K Buy
+14,225
New +$142K ﹤0.01% 2054

Other funds holding FCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealth Enhancement Advisory Services's FCT Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q2 2024, closing a stake of 10,266 shares — an estimated $106K sold.

Wealth Enhancement Advisory Services first reported a position in FCT in Q3 2023 and held it in 3 quarters. The position peaked at $142K in Q3 2023. 72 funds tracked by Wall St. Rank hold FCT as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,266 First Trust Senior Floating Rate Income Fund II shares in Q2 2024, an estimated $106K.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Senior Floating Rate Income Fund II in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's First Trust Senior Floating Rate Income Fund II position peaked at $142K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.