FCT

First Trust Senior Floating Rate Income Fund II

77 hedge funds and large institutions have $95.9M invested in First Trust Senior Floating Rate Income Fund II in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
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
Raymond James Financial
26
Raymond James Financial
Florida
$570K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$537K
1CP
28
1607 Capital Partners
Virginia
$535K
HA
29
Helium Advisors
Washington
$492K
SFC
30
Strategic Financial Concepts
Texas
$468K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$451K
EAM
32
Everstar Asset Management
North Carolina
$405K
Osaic Holdings
33
Osaic Holdings
Arizona
$390K
WIA
34
World Investment Advisors
California
$353K
Truist Financial
35
Truist Financial
North Carolina
$347K
GWM
36
Geneos Wealth Management
Colorado
$347K
KAS
37
Kestra Advisory Services
Texas
$343K
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$314K
Jane Street
39
Jane Street
New York
$311K
AUIM
40
Aegon USA Investment Management
Iowa
$300K
NAS
41
NWF Advisory Services
California
$265K
VAM
42
Verity Asset Management
North Carolina
$255K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$214K
EFG
44
Ethos Financial Group
Pennsylvania
$211K
AA
45
Apriem Advisors
California
$210K
EH
46
Equitable Holdings
New York
$197K
UPS
47
UHLMANN PRICE SECURITIES
Illinois
$191K
SWM
48
SeaCrest Wealth Management
New York
$189K
NFG
49
Nations Financial Group
Iowa
$181K
WMG
50
WESCAP Management Group
California
$181K