WIA
FCT

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

World Investment 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
2025
Q4 		– Sell
-35,288
Closed -$353K – 1495
2025
Q3 		$353K Buy
+35,288
New +$356K 0.01% 925

Other funds holding FCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.47B AUM 37.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

World Investment Advisors's FCT Position: Q4 2025 in Review

World Investment Advisors sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q4 2025, closing a stake of 35,288 shares — an estimated $353K sold.

World Investment Advisors first reported a position in FCT in Q3 2025 and held it in 1 quarter. The position peaked at $353K in Q3 2025. 88 funds tracked by Wall St. Rank hold FCT as of Q4 2025.

  • World Investment Advisors reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 35,288 First Trust Senior Floating Rate Income Fund II shares in Q4 2025, an estimated $353K.
  • World Investment Advisors first reported a position in First Trust Senior Floating Rate Income Fund II in Q3 2025 and held it in 1 quarter.
  • World Investment Advisors's First Trust Senior Floating Rate Income Fund II position peaked at $353K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.