WA
FCT

WFG Advisors’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

WFG 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
2017
Q1 		– Sell
-394
Closed -$5K – 1542
2016
Q4 		$5K Buy
+394
New +$5.37K ﹤0.01% 1257

Other funds holding FCT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WFG Advisors's FCT Position: Q1 2017 in Review

WFG Advisors sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q1 2017, closing a stake of 394 shares — an estimated $5K sold.

WFG Advisors first reported a position in FCT in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 49 funds tracked by Wall St. Rank hold FCT as of Q1 2017.

  • WFG Advisors reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 394 First Trust Senior Floating Rate Income Fund II shares in Q1 2017, an estimated $5K.
  • WFG Advisors first reported a position in First Trust Senior Floating Rate Income Fund II in Q4 2016 and held it in 1 quarter.
  • WFG Advisors's First Trust Senior Floating Rate Income Fund II position peaked at $5K in Q4 2016.
  • 49 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.