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FCT

First Trust Senior Floating Rate Income Fund II
FCT

Delisted

FCT was delisted on the 7th of August, 2026.

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88 hedge funds and large institutions have $96.4M invested in First Trust Senior Floating Rate Income Fund II in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

11% more funds holding

Funds holding: 79 → 88 (+9)

0.83% less ownership

Funds ownership: 37.68% → 36.85% (-0.83%)

2% less capital invested

Capital invested by funds: $98M → $96.4M (-$1.54M)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
20
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$2.92M
2
SIA
Sit Investment Associates
Minnesota
+$2.63M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$2.35M
4
LSC
Logan Stone Capital
Illinois
+$1.59M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.19M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.18M
3
GA
GraniteShares Advisors
New York
-$2.96M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$2.18M
5
EIA
Edgemoor Investment Advisors
Maryland
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$697K +$673K +69,201 New
Baird Financial Group
27
Baird Financial Group
Wisconsin
$690K +$61.9K +6,356 +10%
VAM
28
Verity Asset Management
North Carolina
$682K +$412K +42,298 +166%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$674K -$14.6K -1,500 -2%
VIA
30
Virtus Investment Advisers
Connecticut
$664K -$179K -18,398 -22%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$638K +$178K +18,277 +41%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$542K +$973 +100 +0.2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$512K -$3.18M -327,096 -87%
YCM
34
Yakira Capital Management
Connecticut
$502K +$485K +49,810 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$494K -$78.2K -8,038 -14%
IAIM
36
International Assets Investment Management
Florida
$442K +$428K +43,939 New
GFG
37
Genesis Financial Group
New Jersey
$419K +$405K +41,607 New
EAM
38
Everstar Asset Management
North Carolina
$408K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$392K +$2.85K +293 +0.8%
RAM
40
Readystate Asset Management
Illinois
$371K +$358K +36,803 New
GWM
41
Geneos Wealth Management
Colorado
$348K -$1.85K -190 -0.5%
SA
42
Sanctuary Advisors
Indiana
$316K -$39.9K -4,101 -12%
AUIM
43
Aegon USA Investment Management
Iowa
$302K – – –
Corient Private Wealth
44
Corient Private Wealth
Florida
$261K +$123K +12,657 +95%
CI
45
CX Institutional
Indiana
$238K -$358K -36,753 -61%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$216K – – –
EFG
47
Ethos Financial Group
Pennsylvania
$216K +$3.32K +341 +2%
AA
48
Apriem Advisors
California
$211K – – –
KAS
49
Kestra Advisory Services
Texas
$208K -$133K -13,682 -40%
UPS
50
UHLMANN PRICE SECURITIES
Illinois
$198K +$5.49K +564 +3%
1
2
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FCT Hedge Fund Activity: Q4 2025 in Review

88 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Floating Rate Income Fund II (FCT) for Q4 2025, worth a combined $96.4M — down 1.6% from $98M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FCT positions and 9 closed out — a net gain of 9 holders — while 20 added to existing stakes and 29 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.92M. The largest seller was Morgan Stanley, cutting an estimated $5.19M.

  • 88 institutional investors held First Trust Senior Floating Rate Income Fund II (FCT) as of Q4 2025, up from 79 in Q3 2025.
  • Funds reported $96.4M of First Trust Senior Floating Rate Income Fund II stock for Q4 2025, down 1.6% quarter-over-quarter.
  • 18 funds opened new First Trust Senior Floating Rate Income Fund II positions in Q4 2025 and 9 closed out, a net change of +9 holders.
  • The largest First Trust Senior Floating Rate Income Fund II buyer in Q4 2025 was Raymond James Financial, an estimated $2.92M added.
  • The largest First Trust Senior Floating Rate Income Fund II seller in Q4 2025 was Morgan Stanley, an estimated $5.19M sold.

Based on aggregated 13F filings for Q4 2025.