FCT

First Trust Senior Floating Rate Income Fund II

86 hedge funds and large institutions have $85.8M invested in First Trust Senior Floating Rate Income Fund II in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$666K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$645K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$633K
Osaic Holdings
29
Osaic Holdings
Arizona
$550K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$548K
IAIM
31
International Assets Investment Management
Florida
$504K
VIA
32
Virtus Investment Advisers
Connecticut
$497K
YCM
33
Yakira Capital Management
Connecticut
$470K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$466K
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$462K
GFG
36
Genesis Financial Group
New Jersey
$416K
EAM
37
Everstar Asset Management
North Carolina
$391K
GWM
38
Geneos Wealth Management
Colorado
$331K
SFC
39
Strategic Financial Concepts
Texas
$254K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$254K
CI
41
CX Institutional
Indiana
$231K
RA
42
RFG Advisory
Alabama
$224K
EFG
43
Ethos Financial Group
Pennsylvania
$216K
AA
44
Apriem Advisors
California
$202K
UPS
45
UHLMANN PRICE SECURITIES
Illinois
$195K
SWM
46
SeaCrest Wealth Management
New York
$175K
WMG
47
WESCAP Management Group
California
$175K
KAS
48
Kestra Advisory Services
Texas
$174K
S
49
Sunpointe
Missouri
$171K
CL
50
CSS LLC
Illinois
$170K